Front Desk
Provisional roleClient reception, appointment confirmations, reception workflows.
Heads up
The canonical definition of this role is still being formalized. Guides tagged for this role may reference access patterns that differ from your deployment. If something doesn’t match, flag it to your admin.
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.
Your dashboard — Front Desk & Admin
A tour of the nine stat cards on the front-desk dashboard — the reception and billing worklist for today, grouped into a row of queues and a row of money/appointment totals.
Navigate Simone
Use the sidebar, quick-add buttons, global search, lock screen, and role-filtered menu without losing your place.
Manage a client record
Find or create a client, review the profile tabs, manage family links, and keep clinical, billing, intake, and document history in one place.
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.
Manage the Communications inbox
Work shared clinic mailboxes, match threads to clients, use AI triage context, delegate conversations, and keep communication history connected to the chart.