Client portal
A secure client portal you fully control
Give clients one private space to book, pay, and see exactly what you choose to share, while your clinical notes stay yours.
Clients want a simple, professional way to work with you between sessions; you need to keep clinical information private. A client portal solves both. With Soap Notes, each client gets a secure space that shows only what you decide, bookings, invoices, resources, while your session notes stay confidential.
How the client portal works
- 1
Invite the client
Each client gets secure access to their own private portal, no shared logins, no public links to your records.
- 2
They self-serve
Clients book sessions, pay invoices, and view the resources or information you've shared, on their own time.
- 3
You control what shows
You decide exactly what each client can see. Clinical notes stay private unless you explicitly share something.
Why it helps
Privacy by design
Clients see only what you share. Your clinical notes remain yours, protected by encryption and role-based access.
Less admin for you
Self-serve booking and payment in the portal cut down on messages, reminders, and manual follow-up.
A more professional experience
A polished, private portal signals a serious practice and keeps clients engaged between sessions.
Frequently asked questions
Start free, upgrade when you grow
Client Portal is part of one platform, notes, scheduling, invoicing, and a client portal together. Free for solo practitioners, no credit card required.