Health & Wellness Integration
Best AI Assistant for SimplePractice
Carly is an AI assistant that connects to SimplePractice so you can check your appointment schedule, add new clients, send invoices, and log admin notes — all by email or text. No logging into SimplePractice between sessions.
Try Carly →What Carly can do with SimplePractice
Add new clients between sessions
Text or email Carly a new inquiry's name and contact details and she creates the client record in SimplePractice and books their first appointment — no opening the app between sessions.
Check today's schedule on demand
Ask Carly who's on your calendar and she pulls your SimplePractice appointments with client names and times, so you know your day without logging in.
Send invoices without the desk time
Tell Carly to send outstanding invoices and she generates and issues them in SimplePractice, so billing gets done between clients instead of piling up for the weekend.
Reschedule and cancel by text
When a client needs to move an appointment, text Carly the change and she updates the booking in SimplePractice — no scrolling the calendar or clicking through screens.
Why solo practitioners are using AI to run SimplePractice admin
SimplePractice is the practice management platform of choice for therapists, counselors, dietitians, and other solo health and wellness providers. It handles scheduling, client intake, invoicing, and superbills — but the admin piles up between back-to-back sessions. You finish with one client, have a few minutes before the next, and there's a new inquiry to book, an invoice to send, and yesterday's no-show to reschedule.
AI tools for SimplePractice should fit into the gaps in your day. When adding a new client or sending an invoice takes as long as replying to a text, the admin gets done between sessions instead of piling up for a Sunday-night catch-up. When it requires opening the web app, finding the client, and clicking through tabs, it waits — and waiting is how practices fall behind on billing.
How Carly works as your AI SimplePractice assistant
Carly connects to your SimplePractice account through the API. Once connected, you handle scheduling and billing admin over email or text — like having a virtual front-desk assistant who keeps the calendar and invoices moving while you're with clients.
Got a new inquiry between sessions? Text Carly the person's name and email and she creates the client record and books the intake appointment. Need to know who's on your calendar this afternoon? Ask Carly and she pulls your appointments with names and times. Ready to bill last week? Tell Carly to send the outstanding invoices and she handles it in SimplePractice.
Because Carly works from outside SimplePractice, she sticks to scheduling, client contact details, and billing admin — never clinical or session content. She can also cross-reference your SimplePractice calendar with your email and other tools, so a reschedule request that lands in your inbox becomes an updated appointment without you switching apps.
Who uses Carly with SimplePractice
Solo therapists, counselors, and coaches who run their own practice and don't have a receptionist. Dietitians, nutritionists, and bodyworkers who spend their days in session and their evenings catching up on billing. Group practice owners who want a faster way to add clients and check the schedule without staying logged into SimplePractice all day. If you run your practice on SimplePractice but resent the admin between clients, Carly keeps the scheduling and invoicing current while you focus on the people in front of you.
See it in action
How to connect SimplePractice to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect SimplePractice
Authorize the SimplePractice integration from your Carly dashboard. One click, and you're connected.
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.
Get Started →Frequently asked questions
What is the best AI tool for SimplePractice?
Carly is an AI assistant that connects to SimplePractice and lets you check your schedule, add new clients, send invoices, and reschedule appointments — all by email or text. She works from outside SimplePractice and stays focused on scheduling and billing admin, so you can run your practice's front-desk work between sessions without opening the app.
Can AI handle SimplePractice scheduling and billing?
Yes. With Carly, you text or email instructions like "book Rachel's intake for Tuesday at 10" or "send last week's outstanding invoices" and Carly makes the change in SimplePractice within seconds. She handles the appointment and billing admin so you don't have to sit down and click through the web app.
How do I connect Carly to SimplePractice?
In your Carly dashboard at carlyassistant.com/integrations, connect SimplePractice with your API key. Once connected, Carly can create clients, check your calendar, and send invoices from your SimplePractice account.
Does Carly access clinical notes or session content?
No. Carly is built for the front-desk side of your practice — scheduling, client contact details, and invoicing. She doesn't handle progress notes, session content, or clinical records. If you ask her to add a client or send an invoice, that's what she does, and nothing more.
Can Carly pull my SimplePractice schedule?
Yes. Ask Carly who's on your calendar today or this week and she pulls your SimplePractice appointments with client names and times, then sends the rundown by email or text. It's the fastest way to see your day between sessions.
Is Carly different from SimplePractice's built-in reminders and automations?
Yes. SimplePractice's automations send appointment reminders and run rules inside the platform. Carly is an external assistant you email or text — she gives you on-demand access to your schedule and billing and the ability to add clients, send invoices, and reschedule without logging in. She also connects SimplePractice to 200+ other tools like your inbox and calendar.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
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."