Soap Notes
Soap Notes is a coaching CRM for coaches and therapists, combining SOAP session notes with scheduling, billing, and client management. Notes autosave, connect to the relevant client and session, and can use saved templates. Clients can book through self-serve pages, receive reminders, and access a portal; practices choose what the portal shares, while clinical notes are private by default. Google Calendar sync works both ways: Soap Notes bookings appear in Google Calendar, and existing calendar events block booking slots in Soap Notes. Listed integrations include Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Gmail booking-links Chrome extension. Zoom is not yet available, and Calendly is no longer connected because the service runs its own booking pages. Soap Notes says data is encrypted in transit and at rest and team access is role-controlled. The free Starter plan allows five active clients. Standard costs $36 per month billed annually; Teams costs $65 per month billed annually. It is available on Android, iOS, macOS, Windows, web, and as an extension.
Who it is for
Soap Notes suits coaches and therapists, including counselors, speech therapists, massage therapists, life coaches, and nutritionists. It is relevant to practices that want notes, booking, billing, and client management together.
What is good
- Session notes autosave and link to clients and sessions.
- Google Calendar sync works in both directions.
- Practices control what clients see in the portal.
- Clinical notes are private by default.
- Available on web, mobile, desktop, and as an extension.
What to know first
- Starter allows up to five active clients.
- Zoom is not yet available.
- Calendly is no longer connected.
Verdict
Soap Notes brings practice administration and client documentation into one service, with client privacy controls and two-way calendar sync. The free client cap and unavailable Zoom integration are worth noting before choosing it.
Soap Notes plans and pricing
All plansCompared on chiropractic practice software
- Free plan
- Yes
- Chiropractic workflows
- Yes
- Patient records
- Yes
- Care plans
- Yes
- SOAP notes
- Yes
- Automated reminders
- Yes
