Soap Notes

Soap Notes is a coaching CRM for coaches and therapists that brings session documentation, scheduling, billing, and client management together. Its notes autosave, link to a client and session, and can use saved templates. Practices can offer self-serve booking, reminders, invoicing, and a client portal; clinical notes are private by default, and the practice chooses what portal information to share. Two-way Google Calendar sync places Soap Notes bookings on the calendar and uses existing events to block booking slots. 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. Soap Notes says information is encrypted in transit and at rest, access is controlled by role, and it does not store card details. A free plan allows up to five active clients. Standard is $36/mo (annual), and Teams is $65/mo (annual). The service is available on Android, iOS, macOS, Windows, web, and as an extension.

Soap Notes combines documentation and client-facing practice tools, with a free option for up to five active clients. Check the plan limits and unavailable Zoom integration against your practice needs.

It suits coaches and therapists, including counselors, speech therapists, massage therapists, life coaches, and nutritionists, who want notes and practice administration in one product. Teams needing shared client assignment can consider its Teams plan.

Overview

Soap Notes is a practice-management service for coaches and therapists who want documentation and client administration in one place. It will suit solo practitioners and small teams that use Google tools; its free plan is useful for a small caseload, but the five-client cap makes it more of a starting point than a lasting free solution.

Key features

Documentation and client management

SOAP notes are linked to the client and session they concern, and reusable templates can help keep recurring documentation consistent. Autosave, patient records, and care plans give it broader practice scope than a notes-only tool. Chiropractic workflows are supported, though the product’s stated audience also includes counselors, speech therapists, massage therapists, life coaches, and nutritionists.

Booking and calendar

Self-serve booking, reminders, invoicing, and a client portal bring routine client-facing tasks alongside records. Two-way Google Calendar sync is useful for practitioners who schedule there: Soap Notes bookings flow into Google Calendar, and existing events block those times in Soap Notes. Calendly is no longer connected because the service uses its own booking pages; Zoom is not yet available, so practices that depend on Zoom should look elsewhere.

Integrations, privacy, and support

The integrations page lists Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Gmail booking-links Chrome extension. The set favors Google-centered workflows. Soap Notes says data is encrypted in transit and at rest, team access is role-controlled, and clinical notes are private by default; clients see only what a practice chooses to share through its portal. Payments run through Stripe, which the company describes as PCI-compliant, and Soap Notes says it does not store card details or sell user data. It also says users own their notes and client records.

Chat with the team is offered 24/7, and the company says users can get onboard in less than five minutes. That may help new practices get started, while the support channel on the free plan is email rather than the priority email offered to paying subscribers.

Pricing

Soap Notes uses a freemium model. Starter costs nothing and supports up to five active clients, with email support, limited workflows, and basic client management. It is a sensible way for a solo practitioner to try the core approach, but the active-client ceiling and reduced workflows constrain its usefulness as a growing practice’s main system.

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 practical choice for a solo practice that needs room to grow and more workflow capability, but the annual billing term is an important commitment.

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 fits practices that need coordinated staff access; a solo practitioner is unlikely to need the team-specific additions. Both paid plans are billed annually.

Platforms

Soap Notes is available on Android, iOS, macOS, Windows, and the web, with an extension also supported. That range gives practices several ways to access it across desktop and mobile environments.

Who it's for

Soap Notes is best suited to coaches and therapy or wellness practitioners who want notes, client records, booking, billing, and a portal in one service. Its chiropractic workflows may also appeal to chiropractic practices comparing practice software, but the free plan’s five-active-client limit and the lack of Zoom integration are meaningful constraints. Larger or more specialized practices should weigh its workflow against their required integrations and staff needs.

Pros and cons

• Pro: Notes link to clients and sessions, and saved templates plus autosave support an organized documentation routine.
• Pro: Two-way Google Calendar sync, self-serve booking, and reminders help connect appointments with day-to-day scheduling.
• Pro: The client portal keeps sharing under practice control, with clinical notes private by default.
• Con: Starter caps users at five active clients and limits workflows, so a growing caseload requires a paid plan.
• Con: Zoom is not yet available, which rules it out for practices that rely on that video service.
• Con: Standard and Teams require annual billing, even though their prices are expressed monthly.

Alternatives

For a broader chiropractic-software comparison, see Chiropractic Practice Software. Choose ChiroSpring 360 instead if you want a paid Android, iOS, or web option and its plans, including a $149 a month 360 tier. Platinum System is a paid alternative with no free trial and an Align plan at $299 a month; consider it if that plan’s EHR, charting, SOAP notes, scheduling, billing, payments, reporting, and integrations match your needs.

PracticeEHR Chiropractic EHR may suit a practice seeking a chiropractic EHR across Android, iOS, web, or API access, with plans that include unlimited patients. ChiroScribe is another paid option, with an iOS and web presence, a free trial, and a Solo plan at $179 a month for unlimited SOAP notes and individual practitioners. EZBIS may be a better fit for practices seeking cloud software across Android, iOS, macOS, self-hosted, or Windows environments; its listed cloud plan is $225 a month.

zHealthEHR is worth considering for a paid option spanning Android, iOS, macOS, web, and Windows, with an Essentials plan at $119 a month per provider. IMS for Chiropractic and WritePad EHR are also alternatives.

Verdict

Soap Notes is a strong fit for coaches and small therapy or wellness practices that want linked SOAP documentation, client-facing booking, and Google Calendar sync in one service. Its free option offers a low-commitment entry point, while Standard removes the caseload cap for $36 a month billed annually. Choose another product if Zoom is essential, or if a five-client free tier and annual paid terms do not fit the practice.