Soap Notes

Overview

Soap Notes is a practice-management service built around SOAP documentation for coaches and therapy practices. It suits solo providers who want notes, booking, billing, and client records together, but its free tier’s five-client ceiling makes it more of a starting point than a lasting home for a growing caseload.

It reaches beyond coaching into patient records, care plans, and chiropractic workflows. Its Google Calendar connection and client portal add practical value; practices that depend on Zoom should look elsewhere or be prepared to work without that integration.

Key features

Notes and client records

Session notes stay associated with the client and appointment they document, while saved templates can standardize recurring paperwork. Autosave helps keep documentation in the workflow rather than requiring a separate manual save step. Patient records and care plans broaden its usefulness for care-oriented practices, though the product’s stated core audience remains coaches and therapists.

Booking and calendar

Clients can book for themselves, and automated reminders support the appointment process. Two-way Google Calendar sync is a meaningful convenience for practices already using Google: Soap Notes bookings flow into Google Calendar, while existing calendar events block slots in Soap Notes. The service uses its own booking pages rather than Calendly, and Zoom is not available; neither is a fit for practices whose existing workflow depends on those tools.

Payments, integrations, and privacy

Invoicing and a client portal sit alongside client management. The integrations include Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, Klaviyo, and a Chrome extension for Gmail booking links. That is a useful Google-centered selection, but the unavailable Zoom connection limits flexibility for practices using it for sessions.

Soap Notes says data is encrypted in transit and at rest, team access is role-controlled, and clinical notes remain private unless the practice chooses to share information through the portal. Payments run through Stripe, which the company describes as PCI-compliant; Soap Notes says it does not store card details. The company also says it does not sell user data and that users own their notes and client records. Chat support is offered 24/7, and the company says users can onboard in under five minutes.

Pricing

The free Starter plan costs nothing and allows up to five active clients. It includes email support, limited workflows, and basic client management, making it a sensible way for a new or very small practice to begin. The client cap is the key drawback: once the caseload grows beyond five active clients, a paid plan is necessary.

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 natural fit for a solo practice that has outgrown Starter and wants broader workflow tools without team-management features.

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, team management, and the ability to assign and share clients. It is aimed at group practices that need shared caseloads; a solo provider would be paying for collaboration tools they may not need. Both paid prices are annual commitments.

Platforms

Soap Notes supports Android, iOS, macOS, Windows, the web, and an extension. That range can accommodate practices working across desktop and mobile devices.

Who it's for

The company identifies coaches, therapists, counselors, speech therapists, massage therapists, life coaches, and nutritionists as audiences. Its support for SOAP notes, patient records, care plans, and chiropractic workflows makes it relevant to some clinical and chiropractic practices as well. Solo providers can start free if five active clients are enough; practices needing unlimited clients or shared caseloads will need a paid tier.

Pros and cons

Pros: Notes, booking, reminders, invoicing, and client management share one workflow, reducing the need to split those tasks across separate services.

Pros: Two-way Google Calendar sync both publishes Soap Notes bookings and protects existing calendar commitments from double-booking.

Pros: The free plan gives a small practice a no-cost entry point, and Standard removes client and storage limits.

Cons: Starter stops at five active clients, a tight ceiling for a practice that is gaining clients.

Cons: Zoom is unavailable, so practices that rely on it cannot connect that workflow through the product.

Cons: Standard and Teams are billed annually, which is a larger commitment than their monthly price presentation suggests.

Alternatives

For a broader comparison of chiropractic-focused tools, see Chiropractic Practice Software.

zHealthEHR is a paid alternative with Android, iOS, macOS, web, and Windows support; its Essentials plan is $119 a month, billed monthly per provider, with discounts for practices of three or more providers. Consider it when that platform range or its per-provider pricing structure suits your practice better.

ChiroScribe is a paid, iOS and web option with a free trial. Its Solo plan costs $179 a month for unlimited SOAP notes and email support for individual practitioners, making it a candidate for someone prioritizing unlimited documentation and willing to pay considerably more than Soap Notes’ Standard price.

ChiroSpring 360 is another paid alternative, available on Android, iOS, and the web. Its listed GrowthHub plan costs $99 a month and includes 2,000 text messages, with overages at 2 cents per message; consider it if that messaging allowance is a better match for your needs.

EZBIS is a paid option for Android, iOS, macOS, self-hosted, and Windows. Its EZBIS Cloud Software plan costs $225 a month and includes electronic health records, patient accounting, billing, collections, and scheduling; it may suit a practice looking for that broader named set of administrative functions.

PracticeEHR Chiropractic EHR is a paid alternative with Android, API, iOS, and web support and custom pricing.

Platinum System is a paid option for Android, iOS, and the web. Its Align plan costs $299 a month and includes EHR, charting and SOAP notes, scheduling, billing and payments, reporting and analytics, and AI posture, ROM, and X-ray integration; consider it if those capabilities justify its higher monthly price.

ChiroOffice is a paid alternative for web and Windows.

IMS for Chiropractic is a paid alternative for web, Windows, iOS, and Android.

Verdict

Soap Notes is a good fit for coaches and small care practices that want SOAP documentation, booking, billing, and client management in one service, especially if they already use Google Calendar. Its free tier offers a low-risk start, and Standard removes the active-client ceiling, but the annual billing and missing Zoom integration matter. Choose it if its Google-centered workflow matches your practice; look elsewhere if Zoom is essential or you need more than five active clients without committing to an annual paid plan.