Integrations Guide

Welcome to Soap's Integrations Guide. Soap supports seamless connections with popular tools to enhance your practice management. Current integrations include Zoom (virtual sessions), Google (calendar sync), Calendly (booking), and Klaviyo (email notifications). Each uses secure OAuth or API access, with your explicit consent.

This guide covers adding, using, and removing integrations. For privacy details, see our Privacy Policy. All integrations comply with PIPEDA and require your approval during setup.

1. Adding an Integration

Adding takes 2-3 minutes. You need an account with the provider.

1. Log in to Soap at www.soapnotes.online.
2. Go to Settings (gear icon) > Integrations.
3. Select the integration > Click Connect.
4. Redirect to the provider's auth page > Sign in > Review/approve permissions.
5. Return to Soap with success confirmation.

2. Zoom Integration

Schedule virtual therapy/coaching sessions directly from Soap.

Permissions

• View profile (name/email for setup).
• Create meetings (topics, times, join links).

Using Zoom

After connecting Zoom, configure it in your calendar settings to auto-generate Zoom meeting links for events.

1. Go to Settings > Calendar > Click Calendar Settings.
2. Select which app to use for creating meetings (default: Google). Choose Zoom to enable Zoom links.
3. Create or edit an event in Soap (e.g., new session). It will now generate a Zoom meeting link automatically.
4. Copy the join URL to your notes/invoice or share directly with clients.

3. Google Integration

Sync calendars for seamless session planning.

Permissions

• View calendar events (for import).
• Basic profile (email for auth).

Using Google

1. Connect > Approve Google Calendar access.
2. In Soap, click Import Events to pull sessions.
3. Create events: Add to notes > Sync to Google.
4. Auto-sync: Enabled in settings (daily).

No client details shared—only times/topics.

4. Calendly Integration

Automate client bookings with availability links.

Permissions

• View availability/events.
• Create bookings (time slots).

Using Calendly

1. Connect > Link Calendly account.
2. Generate booking link in Soap > Share with clients.
3. New bookings auto-import to sessions/invoices.
4. Update availability: Sync changes from Calendly.

Only scheduling data synced—no notes.

5. Klaviyo Integration

Send automated email reminders and updates.

Permissions

• Manage contacts/lists (for emails).
• Send campaigns (billing notifications).

Using Klaviyo

1. Connect > Enter Klaviyo API key.
2. Set up templates for invoices/reminders.
3. Trigger sends: From billing > Send via Klaviyo.
4. Track opens: View reports in Soap dashboard.

Opt-out always available; no client health data sent.

6. Removing an Integration

Disconnect anytime—no data loss in Soap.

1. Go to Settings > Integrations > Select one.
2. Click Disconnect > Confirm.
3. For full removal: Visit provider dashboard (e.g., Zoom > My Apps > Remove Soap).

Tokens/data revoked immediately. To delete related usage logs, contact support.

7. Support and Troubleshooting

Common Issues: Auth errors (reconnect), sync delays (manual refresh).

• Contact us
• Check FAQ.
• Updates: We'll notify via email for new integrations.

Last Updated: November 3, 2025