Soap Notes

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Score7.4

Rank#1 of 32

From$36/mo

Free planYes

Runs onAndroid, Browser extension, iOS, macOS, Web, Windows

Summary

Soap Notes is a coaching CRM for coaches and therapists, bringing session documentation, scheduling, billing, and client management together. Session notes autosave, stay linked to the relevant client and appointment, and can use saved templates. Clients can book through self-service pages, receive reminders, and use a portal; practices decide what the portal shares, and clinical notes are private by default. Google Calendar sync works in both directions: Soap Notes bookings appear there, while existing calendar events reserve time in Soap Notes. Listed connections include Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, and Klaviyo. Zoom is not available yet, and Calendly is no longer connected because Soap Notes provides its own booking pages. Soap Notes says information is encrypted in transit and at rest, team access is role-controlled, and card details are not stored by the service. A free plan allows up to five active clients. Standard costs $36/mo billed annually; Teams costs $65/mo billed annually. It is available on Android, iOS, macOS, Windows, web, and as an extension.

Who it is for

Soap Notes suits coaches and practitioners such as therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists who need client records, session notes, booking, and billing tools. Its free plan may suit a practice with up to five active clients.

What is good

Session notes autosave and link to clients and sessions.
Two-way Google Calendar synchronization.
Client portal keeps clinical notes private by default.
Supports reminders, invoicing, and self-serve booking.
Available across mobile, desktop, web, and extension.

What to know first

Free plan is limited to five active clients.
Zoom is not yet available.
Calendly is no longer connected.
Standard is $36/mo billed annually.

Verdict

Soap Notes combines practice administration with templated notes, booking, reminders, invoicing, and client management. The free tier has a five-client limit, and paid plans add capabilities such as workflows, analytics, and team management.

Soap Notes plans and pricing

All plans

Starter Free Up to 5 active clients · Email support · Limited workflows · Basic client management soapnotes.online · 29 Sept 2026

Standard $36/mo Billed annually ($432.00/year) Unlimited clients and storage · Advanced analytics & reporting · Gmail integration · Automations · 247 priority email support soapnotes.online · 29 Sept 2026

Teams $65/mo Billed annually ($780.00/year) Everything in Standard · Event Scheduling · Real-Time session tracking · Team profile · Team Management · Assign & share clients soapnotes.online · 29 Sept 2026

Compared on chiropractic practice software

Free plan: Yessoapnotes.online
Chiropractic workflows: Yessoapnotes.online
Patient records: Yessoapnotes.online
Care plans: Yessoapnotes.online
SOAP notes: Yessoapnotes.online
Automated reminders: Yessoapnotes.online

Facts

Product: Soap Notes describes itself as a coaching CRM with SOAP notes, scheduling, and billing for coaches and therapists.soapnotes.online · 29 Sept 2026
Practice tools: The product combines templated session notes with autosave, self-serve booking, reminders, invoicing, a client portal, and client management.soapnotes.online · 29 Sept 2026
Notes: Session notes are linked to the corresponding client and session, and users can save a note template.soapnotes.online · 29 Sept 2026
Calendar: Google Calendar sync is two-way, with Soap Notes bookings appearing in Google Calendar and existing events blocking slots in Soap Notes.soapnotes.online · 29 Sept 2026
Integrations: The integrations page lists Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Gmail booking-links Chrome extension.soapnotes.online · 29 Sept 2026
Integration limits: The integrations page marks Zoom as not yet available and says Calendly is no longer connected because Soap Notes now runs its own booking pages.soapnotes.online · 29 Sept 2026
Security: Soap Notes says data is encrypted in transit and at rest, and team access is controlled by role.soapnotes.online · 29 Sept 2026
Client privacy: Clients see only what a practice chooses to share through the portal, while clinical notes are private by default.soapnotes.online · 29 Sept 2026
Payments: Payments run through Stripe, which the site describes as PCI-compliant; it says card details are never stored by Soap Notes.soapnotes.online · 29 Sept 2026
Data ownership: The company says it does not sell user data and that notes and client records belong to the user.soapnotes.online · 29 Sept 2026
Support: The contact page offers chat with the team 24/7 and says users can get onboard in less than five minutes.soapnotes.online · 29 Sept 2026
Audience: Soap Notes says it was built for coaches and identifies therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists among its audiences.soapnotes.online · 29 Sept 2026
Maker: The website footer identifies the company as Soap Notes, Inc.soapnotes.online · 29 Sept 2026