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
“I manage a virtual clinic with approximately 8 clinicians, and SOAP has become a valuable part of our day-to-day operations from both the clinician and clinic management perspectives. Providing services should feel simple, but when you're trying to manage payments, invoices, notes, team performance, hours, and more across multiple tools, it feels overwhelming quick for new team members. SOAP has streamlined these workflows for us and made it super easy for new hires to get started with note-taking and invoicing with minimal onboarding. Having everything in one place has significantly improved efficiency and reduced administrative overhead for our team.”
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
From the blog
Coaching guides & product updates
Boosting Team Productivity with Smart Scheduling Tools
Smart scheduling does more than fill a calendar, it cuts no-shows, ends booking back-and-forth, and keeps a multi-practitioner team in sync. Here's how to make it work.
October 14, 2025
From Paper to Digital: How Going Online Saves You Hours Each Week
Going paperless saves hours every week, instant access to records, no lost files, and automated documentation. Here's why and how to move your practice off paper.
October 14, 2025
The Secret to Streamlined Invoicing for Small Clinics
Small clinics lose time and money to messy invoicing. Learn how quick invoice creation, recurring billing, and payment tracking make getting paid effortless.
October 14, 2025
Frequently Asked Questions
Ready to Transform
Your Coaching Business?
Join thousands of coaches who are growing their practice with Soap Notes.