BOOK. BILL. COACH. REPEAT.
The coaching CRM with SOAP notes,
scheduling, and billing built in
One platform for coaches and therapists — document sessions,
bill clients, and run your practice without switching tools.
Business, but better
Powerful Features
to Simplify Work
Client Management
Easily manage all your clients in one place. Track their progress, view history, and maintain detailed profiles. Learn more about client management software for coaches →
- Comprehensive client profiles
- Activity tracking and history
- Relationship management
- Custom fields and notes
Session Management
Schedule, track, and manage all your coaching sessions with an intuitive calendar interface. Learn more about session scheduling for coaching sessions →
- Easy scheduling and reminders
- Video integration for virtual sessions
- Session notes and follow-ups
- Calendar sync with Google and Outlook
Billing & Invoicing
Streamline your financial operations with our integrated billing and invoicing system. Learn more about coaching billing and invoicing →
- Automated invoice generation
- Multiple payment gateway integration
- Subscription and package management
- Financial reporting and analytics
Client Portal
Provide a seamless experience for your clients with a dedicated portal for all their coaching needs.
- Session booking and management
- Goal tracking and updates
- Resource library access
- Secure messaging and communication
Analytics & Reporting
Gain valuable insights into your coaching business with comprehensive analytics and reporting.
- Business performance dashboards
- Client progress and impact metrics
- Revenue and financial analytics
- Custom report generation
See why customers
love using Soap Notes
Jennifer Wilson
Executive Coach
Before Soap Notes I was juggling Calendly, Google Docs, and Stripe for every client. Having it all in one place saves me around 3 hours a week on admin — and I actually know where my notes are now.
Michael Rodriguez
Life Coach
The client portal is the feature I didn't know I needed. Clients book their own sessions, check their goals between calls, and I stopped getting 'when's our next session?' texts at 10pm.
Sarah Thompson
Business Coach
Setup took me a weekend and invoicing felt clunky at first. Once my templates were saved though, Friday billing dropped from an hour to about 15 minutes. Payments land quicker too.
Pricing
Simple, Transparent Pricing
Choose the plan that's right for your coaching business.
No hidden fees, no surprises.
- Up to 5 active clients
- Email support
- Limited workflows
- Basic client management
Billed annually ($432.00/year)
- On Track
- Unlimited clients and storage
- Advanced analytics & reporting
- Gmail integration
- Automations
- 247 priority email support
Billed annually ($780.00/year)
- Everything in Standard
- Event Scheduling
- Real-Time session tracking
- Team profile
- Team Management
- Assign & share clients
- Book consultation
Frequently Asked Questions
Ready to Transform
Your Coaching Business?
Join thousands of coaches who are growing their practice with Soap Notes.