SimplyBook.me review for insurance agents: pricing, features and integrations
SimplyBook.me lets clients book with you or one of your agents from a booking site or a widget on your agency website. It asks your intake questions, checks each agent's calendar and sends email and text reminders.
You pay one price for the whole account rather than per agent. Basic covers up to five agents, and Standard adds the HIPAA feature that comes with a BAA.
- Best for
- Small agencies that want one account price for several producers
- Price
- Free plan. Paid plans from $11.90 a month per account, billed yearly
- Free trial
- 14 days with up to 50 bookings. No card needed
- Team scheduling
- Random assignment among free agents, as a custom feature
- Reminders
- Email on every plan. Texts use credits you buy
- CRM connections
- HubSpot, Salesforce and HighLevel through Zapier
- HIPAA BAA
- On request on Standard and up. Its terms still bar health details in intake forms
- Apps
- Web, iPhone, iPad and Android
Our take
SimplyBook.me fits a small agency that wants one account price to cover several producers. Basic includes five agents and 100 bookings a month, which suits a busy solo agent or a small office.
Count the custom features you need before you pick a plan. Tools like Any Employee assignment and the API each count as one, and Basic allows three. Texts are bought separately as credits.
Medicare and health agents can get a BAA on Standard and up. Its terms still bar health details in intake forms. Turning on the HIPAA feature also shuts off Zapier and the API, so CRM connections stop working.
Pros
- One account price covers up to five agents on Basic
- Intake forms with required and optional questions
- Up to three reminders by email or text
- A waitlist offers newly open times to waiting clients
- A BAA on request from Standard
- Zoom, Microsoft Teams and Google Meet links
Cons
- Texts cost extra, bought as credits
- Many tools count against a limited number of custom features
- Round robin is random only, with no even split
- CRM connections run only through Zapier
- The HIPAA feature turns off Zapier and the API
- No refunds for business users
Plans and pricing
| Plan | Billed yearly | Billed monthly | What it adds |
|---|---|---|---|
| FreeOne agent trying it out | $0 | $0 | A booking website and widget, the admin app, one agent, 50 bookings a month and one custom feature |
| BasicSolo agents and small officesWhere most agents start | $11.90 | $13.90 | Up to five agents, 100 bookings a month, three custom features, the client app and payments |
| StandardAgencies that need a BAA or more agents | $24.90 | $29.90 | Up to 15 agents, 500 bookings a month, eight custom features, a branded client app, the HIPAA feature and single sign-on |
| PremiumLarger agencies | $49.90 | $59.90 | Up to 30 agents, 2,000 bookings a month, unlimited custom features, Payments PRO, QuickBooks and FreshBooks |
| EnterpriseMulti-office agencies | Quote only | Quote only | Custom limits, multi-location admin, an account manager, a high-load API, custom contracts and full white label |
Prices are per account each month, not per agent, as of October 2026, from simplybook.me/en/pricing. VAT is added where it applies.
Good to know before you buy
- Some tools are custom features, such as the HIPAA feature, the API and Any Employee assignment. Each plan allows a set number of them.
- Extra bookings cost $4 for 100.
- A custom domain with three years of SSL is $119.
- Full setup help starts at $499 and includes two months of Premium.
- Payment processor fees are separate.
Text message credits
Texts aren't included in any plan. You buy credits, and each text uses more or fewer depending on the country, length and special characters.
| Pack | Price |
|---|---|
| 100 text credits | $8 |
| 100 WhatsApp credits | $8 |
| Your own texting provider | $149 |
Which plan has it
| Feature | Free | Basic | Standard | Premium |
|---|---|---|---|---|
| Agents | 1 | 5 | 15 | 30 |
| Bookings a month | 50 | 100 | 500 | 2,000 |
| Custom features | 1 | 3 | 8 | Unlimited |
| Booking website and widget | ||||
| Admin app | ||||
| Client app | ||||
| Branded client app | ||||
| Payments, deposits and tips | ||||
| Sales and point of sale | ||||
| HIPAA feature and BAA on request | ||||
| Single sign-on through Microsoft | ||||
| Payments PRO with saved cards and payment links | ||||
| QuickBooks and FreshBooks | ||||
| Your branding in the page footer |
Enterprise includes everything in Premium with custom limits.
Getting started
Start the free trial
You get 14 days and up to 50 bookings without a card. The HIPAA feature isn't part of the trial.
Add your services and agents
Set up each appointment type and each agent's hours, notice time and buffers.
Connect each agent's calendar
Link a Google or Outlook calendar so busy times block booking and new bookings show up.
Pick your custom features
Turn on what you need, such as Any Employee assignment or the API, and count them against your plan's limit.
Share your booking page
Send the link in emails and texts, or add the widget or button to your website.
Support is by email and live chat, with a help center and video tutorials. Paid setup help starts at $499, and Enterprise includes an account manager.
Booking and calendars
Booking pages and links
Clients book on your SimplyBook.me site or through a widget, button or WordPress plugin on your own website. Links can fill in the client's name, email and phone and preselect the service, agent or office. Google Analytics, Tag Manager and Meta Pixel can track bookings.
Intake questions
Intake forms can ask required or optional text, number, checkbox, list and date questions. File uploads to Google Drive are a separate feature. The booking site comes in 19 languages and can show times in the client's own time zone.
Waitlist and booking rules
A waitlist emails clients when a full day opens up, and the first to book gets the time. A custom feature can also send each booking to your own script, which accepts or rejects it (SimplyBook.me calls it the External Booking Validator).
Calendar sync
- Works with
- Google Calendar and Outlook on the web
- Calendars checked
- The calendar you map to each agent. Events you mark as free in your calendar don't block time
- Where bookings go
- Each agent's mapped calendar
- How often
- Changes can take up to 10 minutes to sync
Mobile app
The iPhone, iPad and Android admin apps let you see appointments, add and edit bookings, manage clients and get alerts. Some settings are web only. From Basic, clients can install a client app from your booking site.
Team routing
SimplyBook.me can let clients book a time without picking an agent. This uses a custom feature SimplyBook.me calls the Any Employee Selector, which counts toward your custom features. Clients can move a booking to a new time, but changing agents means canceling and booking again.
Client picks the agent
Clients choose the service and a named agent, or follow a link that already has the agent selected.
Any available agent
Clients pick a time, and SimplyBook.me gives the booking at random to one of the free agents for that service.
No check for state licenses. SimplyBook.me doesn't check state licenses or carrier appointments. You choose which agents offer each service.
Reminders and texts
Reminders and no-shows
You can send email and text confirmations, change and cancellation notices and up to three reminders to clients and agents. WhatsApp and app alerts are also available. You mark no-shows yourself with a custom status.
Text message rules
- Client consent
- You can make clients accept your terms at every booking. An intake checkbox isn't automatically a valid text opt-in
- Marketing texts
- Go only to clients who subscribe, and clients can unsubscribe
- Own texting provider
- You can send texts through your own texting provider for $149
- Credits
- 100 for $8. See text message credits
Integrations
| Connects to | Type | How | What it does |
|---|---|---|---|
| Google Calendar | Calendar | Built in | Blocks busy times and adds bookings |
| Outlook on the web | Calendar | Built in | Blocks busy times and adds bookings |
| HubSpot | CRM | Zapier | Sends bookings and client activity. New HubSpot contacts can become clients |
| Salesforce | CRM | Zapier | Sends bookings and client activity. New Salesforce contacts can become clients |
| HighLevel | CRM | Zapier | Feeds contacts, opportunities and workflows |
| Zoom | Video | Built in | Adds a meeting link. One Zoom account per company |
| Microsoft Teams | Video | Built in | Adds a meeting link. Needs a work Microsoft account |
| Google Meet | Video | Built in | Adds a Meet link through Google Calendar |
| Stripe, PayPal and Square | Payments | Built in | Takes a payment or deposit when the client books. Needs Basic or higher |
| QuickBooks and FreshBooks | Accounting | Built in | Connects your bookkeeping. Needs Premium or higher |
| API | Developer | API | Lets you build your own booking screen, as a custom feature |
Zapier connections need a Zapier account, which is billed separately. The HIPAA feature turns off Zapier and the API.
Security and HIPAA
HIPAA and health data
SimplyBook.me signs a BAA on request on Standard, Premium and Enterprise, once you turn on its HIPAA feature. That feature needs Google Authenticator and blocks Zapier and the API. Even then, its terms bar health and financial details in intake forms.
Security
- ISO 27001 certified
- Single sign-on through Microsoft on Standard and up
- Seven staff roles, from Admin to Viewer
- Encrypted in transit
- Backups, penetration tests and disaster-recovery testing
- Choice of data location on Enterprise
Contract terms
- Billing
- Monthly or yearly, per account. VAT is extra where it applies
- Canceling
- You can cancel any time. Paid features stop right away, and the account keeps your records with Free plan limits
- Refunds
- None for business users
- Your data
- Booking and client reports export to Excel or CSV. Deleting the account is permanent
- Governing law
- Cyprus
From SimplyBook.me's terms and conditions, version 3.6, effective September 30, 2026.
What users say
What reviewers say most often, as of October 2026.
What users like
- Flexible scheduling
- Reminders
- Lots of ways to customize
- Helpful support
What users dislike
- Setup can be complicated
- Custom feature limits and add-ons add cost
- Taking payments can be awkward
- Technical and integration problems
SimplyBook.me alternatives
- Acuity SchedulingFrom $16 a month per account. No free planGives pooled bookings to the agent with the fewest that day
- SetmoreFree for up to four users. Pro from $5 a user per monthFree for four people, with HubSpot built in
- Square AppointmentsFree plan. Plus is $49 a location per monthUnlimited staff calendars for one price per location
- Zoho BookingsFree for one user. Paid from $6 a user per monthRound robin, weighted and priority distribution plus routing forms
See every option in appointment scheduling software.
Frequently asked questions
How much does SimplyBook.me cost?
The Free plan costs nothing for one agent and 50 bookings a month. Basic is $11.90 a month billed yearly or $13.90 billed monthly for the whole account, with up to five agents.
Does SimplyBook.me sign a BAA for HIPAA?
Yes, on request on Standard, Premium and Enterprise, with the HIPAA feature turned on. That feature blocks Zapier and the API, and the terms still bar health details in intake forms.
Does SimplyBook.me do round robin?
Partly. Its Any Employee Selector feature gives each booking to a free agent at random, but it doesn't keep the count even.
Does SimplyBook.me sync with Google Calendar and Outlook?
Yes, with Google Calendar and Outlook on the web. Busy times block booking, new bookings show up on the agent's calendar and changes can take up to 10 minutes.
Does SimplyBook.me work with HubSpot or Salesforce?
Yes, through Zapier. Bookings and client activity can go to HubSpot or Salesforce, and new CRM contacts can become SimplyBook.me clients.
Can SimplyBook.me send text reminders?
Yes, with text credits you buy, at $8 for 100. Each text uses more or fewer credits depending on the country and its length.
How we researched this review. We based this review on the pricing, terms and product pages published by SimplyBook.me, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan SimplyBook.me quit selling or a contract term that reads different now, let us know and send the link to the page where SimplyBook.me has it. Somebody here pulls up that page and checks it before we change anything on ours.