Admin
User management, invoicing, refunds, and system configuration.
Articles for this role
Logging in to Simone
How to sign in for the first time, what you’ll land on, and what to do if you’re locked out or forgot your password.
Invoice a treated appointment
Create an invoice from a completed session. The invoice inherits services, tax, and quantities from the appointment, and can be billed to the client or an insurer.
Collect payment on an invoice
Record a cash, check, Stripe, or Clover payment against an invoice. Stored cards-on-file can be charged directly for single or batched invoices.
Book an appointment
Schedule a new session for a client, with automatic conflict detection against the clinician’s existing appointments and meetings.
Refund an invoice
Reverse a payment or void an invoice. Refunds are gated to owners and admins; the original payment is preserved and a reversal record is created.
Create a treatment cycle and consume sessions
Set up a block of authorized sessions for a client, then consume one session per treated appointment. Cycle thresholds automatically trigger progress-summary and renewal tasks.