Health & Wellness Integration

Best AI Assistant for SimplePractice

SimplePractice has no public API, so nothing connects to it directly. Carly works through your synced calendar and your inbox instead — reading your day, moving unlocked appointments, keeping client names off any calendar you share, and handling the intake and follow-up email that never lived in SimplePractice anyway.

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What Carly can do with SimplePractice

Ask what your day looks like

Text Carly for your schedule and she reads back your sessions from the calendar SimplePractice syncs to, with times and gaps, so you know your day without opening anything between clients.

Move an appointment by text

When a client needs to reschedule, text Carly the change and she edits the synced calendar event, which pushes the new time back into SimplePractice — as long as the appointment isn't locked.

Show availability without showing clients

SimplePractice puts client names in your synced calendar titles. Carly's free Calendar Sync mirrors those appointments to a shared calendar as plain "Busy" blocks, so a group practice or a booking link sees when you're free and nothing about who you're seeing.

Handle new inquiries while you're in session

New client emails arrive mid-session and sit there. Carly triages them, drafts a reply asking for the details you always need, and flags the ones worth your attention before end of day.

Chase the follow-ups that slip

The consultation call that went quiet, the client who never returned intake paperwork, the referral source you meant to thank. Carly tracks them and follows up by email so they don't fall off.

Why nothing connects directly to SimplePractice

SimplePractice is the practice management platform of choice for therapists, counselors, and dietitians, and it does not offer a public API to the practices that use it. There are no developer credentials to generate, no webhooks, and no listing on Zapier. The one API SimplePractice does operate belongs to SimplePractice Enterprise and SimpleConnect, and it exists so health plans, managed care organizations, and EAPs can look up network provider availability. A solo or group practice cannot get access to it.

That matters because plenty of AI tools claim a SimplePractice integration anyway. There isn't one to have. Any tool promising to create client records or send invoices inside your SimplePractice account is describing something the platform does not expose to anyone. We would rather tell you that up front than have you sign up and go looking for a key that doesn't exist.

What Carly can actually do through your synced calendar

SimplePractice does sync with Google Calendar, and that sync is genuinely two-way. Your appointments appear in Google Calendar, and as long as an appointment isn't locked, changing its date, start time, end time, or duration in Google Calendar pushes that change back into SimplePractice. Basic sync is available on the Essential and Plus plans.

Carly connects to Google Calendar natively, so that synced calendar is where she works. Ask her what your afternoon looks like and she reads back your sessions with times. Tell her a client needs to move Thursday's 2pm to Friday morning and she edits the synced event, which updates the appointment in SimplePractice. Ask her to hold time for supervision or admin and she blocks it.

There are real edges to this, and they are worth knowing before you rely on it. Locked appointments won't move. Recurring series can't be created this way — SimplePractice deletes them rather than syncing them. Events created from the Google side land in SimplePractice as non-client placeholders, so a genuinely new client appointment still needs to be created properly in SimplePractice once you're at a desk.

Keeping client names off the calendar other people can see

Here's the problem with that sync. SimplePractice writes appointments into Google Calendar with the client's name in the event title. That's useful when the calendar is only yours. It becomes a confidentiality problem the moment anyone else can see it — a shared practice calendar, a partner's linked account, a screen you present from, a phone notification that lights up on a table.

Carly's Calendar Sync is built for exactly this. It mirrors events from one calendar to another and rewrites the title to "Busy" on the way across, so the destination shows when you're occupied and nothing about who with. The source calendar is never modified, so your own view keeps the real names. You choose per-rule what carries over and what gets stripped.

So a practitioner running SimplePractice ends up with two layers: the private calendar SimplePractice syncs into, with real client names, and a mirrored calendar showing solid blocks of "Busy" that's safe to share with a group practice, a scheduling link, or a partner. Calendar Sync is free and needs no signup to try, which makes it a reasonable thing to set up before you've decided anything else about Carly.

The intake and follow-up work that never touched SimplePractice

A lot of what eats a practitioner's day never lived in the practice management platform at all. New client inquiries arrive by email. Referral sources need a reply. A no-show needs a follow-up note. Insurance questions sit unanswered in the inbox while you're in session.

This is where Carly is unconstrained, because it's her own territory rather than SimplePractice's. She triages the inquiries that come in during your sessions, drafts the reply that asks for the details you always end up asking for, follows up with the person who went quiet after the consultation call, and keeps a running list of who still owes you paperwork. None of that requires touching SimplePractice, which is exactly why it works.

Carly deliberately stays away from clinical territory. No progress notes, no session content, no clinical records — she handles the front-desk and inbox side of a practice and nothing past it.

See it in action

How to connect SimplePractice to Carly

1

Sign up for Carly

Create your account in under 2 minutes.

2

Connect SimplePractice

Authorize the SimplePractice integration from your Carly dashboard. One click, and you're connected.

3

Start giving instructions

Email or text Carly with what you need done in SimplePractice. She handles the rest.

Automate SimplePractice in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

What is the best AI tool for SimplePractice?

Carly is an AI assistant you email or text, and for a SimplePractice practice she works through your synced Google Calendar and your inbox rather than through SimplePractice itself. She reads your schedule, moves unlocked appointments, triages new client inquiries, and chases follow-ups. She does this because SimplePractice offers no public API to practices, so no tool connects to it directly — a claim worth checking whenever you see it made.

Does SimplePractice have an API Carly can connect to?

No. SimplePractice does not offer developer API access or webhooks to the practices using it, and it has no Zapier listing. The API it does run belongs to SimplePractice Enterprise and SimpleConnect, and it serves health plans, managed care organizations, and EAPs looking up network provider availability. Individual and group practices cannot get credentials for it, which means no third-party tool can wire into your SimplePractice account.

Can Carly create clients or send invoices in SimplePractice?

No, and any tool telling you otherwise is describing something SimplePractice doesn't expose. Creating client records, generating invoices, and issuing superbills all have to happen in SimplePractice directly. What Carly covers is the surrounding work — your schedule through the calendar sync, and the intake, follow-up, and referral email that never lived in SimplePractice to begin with.

How does Carly see my SimplePractice schedule?

Through calendar sync. SimplePractice syncs your appointments to Google Calendar on the Essential and Plus plans, and Carly connects to Google Calendar natively. Once that sync is on, asking Carly what your day looks like returns your actual sessions. You set the sync up inside SimplePractice under calendar settings — there's nothing to connect on Carly's side beyond your Google account.

Can Carly reschedule a SimplePractice appointment?

Usually. SimplePractice's Google Calendar sync is two-way, so changing an appointment's date or time in the synced calendar updates it in SimplePractice. Carly makes that change when you text her. Two limits worth knowing: locked appointments won't move, and recurring series can't be created from the calendar side — SimplePractice deletes those rather than syncing them. Carly will tell you when she hits one of those rather than reporting a change that didn't happen.

How do I stop client names showing on a calendar I share?

Use Carly's Calendar Sync. SimplePractice writes client names into the event titles it syncs to Google Calendar, which is fine on a private calendar and a confidentiality problem on a shared one. Calendar Sync mirrors those events to a second calendar and rewrites every title to "Busy", so the shared view shows your availability and nothing about who you're seeing. Your source calendar is never changed, so you still see real names in your own. It's free and doesn't require a paid account.

Does Carly access clinical notes or session content?

No. Carly handles the front-desk side of a practice — schedule, inquiries, follow-ups, referral email. Progress notes, session content, and clinical records are outside what she touches. The lack of a SimplePractice API means she has no route to that data regardless, but it also isn't what she's built for.

What does this cost?

Free Zapier-style workflows; AI agents from $35/month. Connecting your Google Calendar and inbox costs nothing, and SimplePractice's own calendar sync is included on the Essential and Plus plans.

Ready to automate your busywork?

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See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR