Soap Notes

Soap Notes is a practice-management service for coaches and therapists who want notes, scheduling, billing, and client records in one place. It suits solo practitioners and small practices that value a client portal and Google Calendar sync. Its five-client free tier is useful for a small start, but growing practices will need a paid plan.

Overview

Soap Notes brings administration and session documentation together, with support for SOAP notes, patient records, care plans, and chiropractic workflows. Notes connect to the client and session they describe, and saved templates can standardize recurring documentation. That combination makes it more practice-oriented than a simple coaching contact manager, while its stated audience spans therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists.

The workflow covers self-serve booking, reminders, invoicing, client management, and a portal. Clients see only what the practice chooses to share there; clinical notes are private by default. Soap Notes says data is encrypted in transit and at rest, and team access is controlled by role. Payments use Stripe, which Soap Notes describes as PCI-compliant, and it says it does not store card details. The company says users own their notes and client records and that it does not sell user data.

Key features

Notes and scheduling

Autosave and reusable templates help keep session documentation attached to the work it records. Two-way Google Calendar sync is a practical strength for practices already scheduling in Google: Soap Notes appointments appear in that calendar, and existing events block slots in Soap Notes. Its own booking pages replace Calendly connectivity, while Zoom is not yet available.

Connected services and support

Integrations include Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Chrome extension for Gmail booking links. The selection works well for a Google-centered practice, though a practice relying on Zoom will need another meeting arrangement. Soap Notes offers 24/7 team chat and says onboarding can take less than five minutes.

Pricing

The Starter plan is free and supports up to five active clients, with email support, limited workflows, and basic client management. That cap makes it suitable for trying the service or keeping a very small caseload, but it is restrictive for a practice expecting to grow.

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 24/7 priority email support. This is the clearest fit for a solo practitioner who needs room to grow and more administrative tools, provided annual billing works for them.

Teams costs $65 a month, billed annually at $780.00/year. It includes Standard plus event scheduling, real-time session tracking, a team profile, team management, and the ability to assign and share clients. Those additions make the higher price relevant to practices coordinating work across staff; a solo user may have little reason to pay for team controls.

Platforms

Soap Notes supports Android, iOS, macOS, Windows, web, and a browser extension, covering mobile, desktop, and browser use.

Who it's for

Coaches and therapists who want documentation and routine practice administration in one service are the strongest match. Its support for chiropractic workflows, patient records, and care plans also makes it relevant to chiropractic practices comparing lightweight practice tools. Solo practitioners can begin free if five active clients are enough; teams that need shared client assignments have a specific upgrade path.

Pros and cons

• Pros: Notes connect to clients and sessions, and templates plus autosave support repeatable documentation.
• Pros: Two-way Google Calendar sync coordinates Soap Notes bookings with existing events.
• Pros: Portal sharing controls keep clinical notes private by default while letting practices choose what clients see.
• Cons: The free plan stops at five active clients and limits workflows, so it will not suit a growing caseload for long.
• Cons: Standard and Teams require annual billing at the stated monthly rates.
• Cons: Zoom is not yet available, and Calendly is no longer connected.

Alternatives

For chiropractic practices comparing dedicated systems, see the Chiropractic Practice Software category. EMR Chiro is a paid option with an EMR and practice management plan at $350 a month plus 3.99% collections, a substantial cost and collections fee to weigh against Soap Notes' free tier and annual plans. IMS for Chiropractic is another paid chiropractic option, with Android, iOS, Linux, macOS, web, and Windows support.

zHealthEHR may suit readers comparing paid chiropractic EHR plans: Essentials is $119 a month, billed monthly per provider, with discounts for practices with three or more providers. ChiroSpring 360 is a paid alternative with a $149 a month 360 plan; its separate GrowthHub plan costs $99 a month and includes 2,000 text messages, with overages at 2 cents per message.

CoAction Software offers a Windows and macOS practice option with custom pricing. EZBIS is a paid alternative with a cloud plan at $225 a month. iconpractice has a free plan and a web platform plan priced at $18 per practitioner per month for practices with 10 or more practitioners. PracticeEHR Chiropractic EHR offers paid plans including RCM, RCM Elite, Practice Complete, and EHR Essentials.

Verdict

Soap Notes is a strong choice for coaches and therapists who want session notes, client booking, billing, and records in one workflow, especially if they use Google Calendar and value controlled client-portal sharing. The free tier is a useful entry point for up to five active clients, while growing solo practices can move to Standard and teams can add shared-client and management tools. Look elsewhere if Zoom integration is essential or if a five-client ceiling and annual paid billing do not fit your practice.