Soap Notes

Overview

Soap Notes brings session documentation and practice administration together for coaches and therapists who want booking, billing, and client records in one service. It is most compelling for solo practitioners or small teams already working with Google tools; practices that depend on Zoom or need more than five clients on a free plan should look closely at its limits.

Its broader support for SOAP notes, patient records, care plans, and chiropractic workflows may also suit some health practices, though its stated focus is coaching and therapy. The central trade-off is straightforward: useful connected workflows and client privacy controls, but growing practices need a paid plan and Teams for team-specific features.

Key features

Notes and practice administration

Session notes stay linked to the relevant client and session, and saved templates can make recurring documentation more consistent. Autosave, client management, self-serve booking, reminders, invoicing, and a client portal extend the service beyond recordkeeping. That breadth can reduce the need to coordinate these tasks across separate tools, while the Starter plan's limited workflows constrain how much of the practice can be managed for free.

Scheduling and integrations

Two-way Google Calendar sync is practical for practitioners who schedule in Google's calendar: Soap Notes bookings appear there, and existing events block times in Soap Notes. The integrations page also lists Gmail, Google Meet, Docs, Drive, Stripe, Fathom, Klaviyo, and a Gmail booking-links Chrome extension. Zoom is not yet available, so teams that rely on it for sessions may need another solution. Calendly is no longer connected because Soap Notes now runs its own booking pages.

Privacy and payments

Soap Notes says data is encrypted in transit and at rest, with team access controlled by role. Clients see only what the practice chooses to share through the portal, while clinical notes are private by default. Payments run through Stripe, which Soap Notes describes as PCI-compliant; the company says it does not store card details, sell user data, and that notes and client records belong to the user. These controls will matter to practices handling sensitive records, though they do not replace a practitioner's own assessment of its requirements.

Pricing

Starter is free and allows up to five active clients. It includes email support, limited workflows, and basic client management, making it a sensible way to begin or serve a very small caseload. The active-client cap makes it a poor fit once a practice grows beyond that level.

Standard costs $36 a month, billed annually at $432.00/year. It removes the client and storage limits and adds advanced analytics and reporting, Gmail integration, automations, and 247 priority email support. This is the clearest fit for an individual practitioner who has outgrown Starter but does not need team management. The annual billing commitment is important for anyone comparing it with month-to-month pricing.

Teams costs $65 a month, billed annually at $780.00/year. It includes everything in Standard, plus event scheduling, real-time session tracking, a team profile and management, and the ability to assign and share clients. It suits practices that need shared caseloads and team coordination; solo users would be paying for capabilities they may not need. The free tier is the only plan described as free, and no separate trial term is given.

Platforms

Soap Notes supports Android, iOS, macOS, Windows, web, and an extension. That range offers access across common desktop and mobile environments, while the Gmail booking-links extension adds a browser-based option for sharing appointments.

Who it's for

The product identifies coaches, therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists among its audiences. Its SOAP notes, patient records, care plans, and chiropractic workflows also give it potential relevance to chiropractic practices. Solo providers can start with the free tier if five active clients are enough; growing practices can move to Standard, while teams needing client assignment and shared caseloads should consider Teams.

Practitioners who require Zoom integration, or whose client volume already exceeds the Starter cap, should compare alternatives before settling on the free plan. The company offers 24/7 chat with its team and says users can get onboard in less than five minutes, which may help people setting up a new practice workflow.

Pros and cons

• Pros: Notes tied to clients and sessions, reusable templates, autosave, booking, reminders, invoicing, and a portal bring core practice tasks together.
• Pros: Two-way Google Calendar sync both publishes Soap Notes bookings and respects existing events, helping prevent scheduling conflicts.
• Pros: Private-by-default clinical notes and role-controlled team access give practices useful privacy controls.
• Cons: Starter stops at five active clients and has limited workflows, so it is not a lasting free option for a growing caseload.
• Cons: Paid plans are priced with annual billing, which is a commitment for practices that want to keep costs flexible.
• Cons: Zoom is not yet available, which is a drawback for practitioners who use it for sessions.

Alternatives

For chiropractic practices comparing dedicated options, browse Chiropractic Practice Software.

• IMS for Chiropractic is a paid option for readers who want a service available on web, Windows, iOS, and Android.
• CoAction Software is a paid alternative for practices using Windows or macOS.
• zHealthEHR is a paid, no-free-plan option for practices willing to consider $119 a month for Essentials, billed monthly per provider, with discounts for practices of three or more providers; its Professional plan is $249 a month.
• Align is a paid alternative available on web.
• ChiroSpring 360 is a paid option with Android, iOS, and web support; its listed plans include GrowthHub at $99 a month with 2,000 text messages and 2 cents per message overage, and 360 at $149 a month.
• Eclipse EHR is a paid alternative available on web.
• EZBIS is a paid, no-free-plan choice across Android, iOS, macOS, Windows, and self-hosted deployment; EZBIS Cloud Software costs $225 a month.
• Genesis Chiropractic Software is a paid alternative available on web.

Verdict

Soap Notes is a strong fit for coaches and therapy practices that want notes, booking, billing, and client privacy controls in one workflow, especially if they already use Google Calendar. The free plan is useful for a caseload of five active clients or fewer, and paid plans add room to grow and team coordination. Look elsewhere if Zoom is essential or if annual billing and the free client cap do not suit your practice.