Soap Notes

Overview

Soap Notes is a practice-management service for coaches and therapists who want session documentation alongside booking, billing, and client records. It suits solo practitioners and small teams looking to bring those workflows together, particularly if they already use Google Calendar. Its five-client free-plan ceiling makes it harder to use as a growing practice’s permanent system.

Key features

Notes and client records

SOAP notes are associated with the client and session they document, and saved templates support repeatable record-keeping. Autosave helps keep documentation within the appointment workflow rather than treating it as a separate task. Support for patient records, care plans, and chiropractic workflows broadens its use beyond general coaching administration.

Scheduling and payments

Clients can book through Soap Notes’ own booking pages, with reminders and invoicing included in the practice toolkit. Two-way Google Calendar sync is a practical strength: Soap Notes bookings appear on the calendar, and existing calendar events block times in Soap Notes. Practices that depend on Calendly will need to move booking into Soap Notes, while Zoom users should note that Zoom is not yet available. Payments run through Stripe; Soap Notes says card details are not stored by the service.

Integrations, privacy, and support

The integrations page lists Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Chrome extension for Gmail booking links. This is a useful Google-oriented set, but not a substitute for Zoom support where video sessions depend on it. Soap Notes says data is encrypted in transit and at rest, team access is role-controlled, and clients see only what the practice chooses to share through the portal; clinical notes are private by default. It also says users retain ownership of notes and client records and that user data is not sold. The contact page offers 24/7 team chat and says onboarding can take less than five minutes.

Pricing

The freemium structure makes it possible to start without a subscription, but the free plan is capped at five active clients and has limited workflows, basic client management, and email support. That is suitable for trying the core approach or serving a very small caseload, not for a practice expecting regular growth.

Standard costs 36.00 USD per month, billed annually at $432.00/year. It removes the client cap and includes unlimited storage, advanced analytics and reporting, Gmail integration, automations, and 24/7 priority email support. It is the relevant upgrade for a solo practitioner who has outgrown Starter and does not need team administration. Teams costs 65.00 USD per month, billed annually at $780.00/year, and adds event scheduling, real-time session tracking, a team profile, team management, and the ability to assign and share clients. That makes it the better fit for practices coordinating multiple people, rather than a solo user paying for team tools they will not use.

Platforms

Soap Notes supports Android, iOS, macOS, Windows, web, and an extension, giving practices options across mobile and desktop use.

Who it's for

Soap Notes identifies coaches, therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists among its audiences. Its combination of SOAP notes, care plans, patient records, booking, and client management may also suit chiropractic workflows. It is strongest for practitioners who want documentation and practice administration together; clinics needing Zoom or a free plan for more than five active clients should look elsewhere.

Pros and cons

• Pros: Notes stay tied to clients and sessions, with templates and autosave supporting consistent documentation.
• Pros: Two-way Google Calendar sync, booking, reminders, and invoicing connect several routine practice tasks.
• Pros: Portal sharing controls and private-by-default clinical notes support separation between client-facing information and records.
• Cons: The free plan’s five-active-client limit and limited workflows constrain its usefulness beyond a very small practice.
• Cons: Zoom is not yet available, and Calendly is no longer connected, so practices relying on either will need to adapt.
• Cons: Standard and Teams pricing is billed annually, making the paid plans a larger commitment than their monthly figures alone suggest.

Alternatives

For a chiropractic-focused shortlist, see Chiropractic Practice Software. Choose ChiroScribe if you want a paid SOAP-note product with a free trial and iOS and web support; its Solo plan is 179.00 USD per month for unlimited SOAP notes for individual practitioners. zHealthEHR is a paid alternative with broader Android, iOS, macOS, web, and Windows coverage; Essentials is 119.00 USD per month per provider, with discounts for practices of three or more providers.

ChiroSpring 360, EZBIS, PracticeEHR Chiropractic EHR, ChiroOffice, IMS for Chiropractic, and Platinum System are other paid alternatives for readers comparing chiropractic software.

Verdict

Soap Notes is a strong fit for coaches and therapy or chiropractic practitioners who want SOAP documentation, client booking, and practice administration in one service, especially when Google Calendar is already central to their schedule. The free plan offers a low-commitment starting point, but its five-client cap is restrictive; practices that need Zoom, a larger free caseload, or team features should weigh other options or budget for an annual paid plan.