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Practice management for counselors

The all-in-one practice platform for counselors

SOAP notes, scheduling, invoicing, and a secure client portal, built for counselors in private practice. Free to start.

No credit card required
Works on any device
Sara NolanApr 30 · 11:00 AM
Subjective
Reports a calmer week; used grounding tools twice.
Objective
Engaged and reflective. Completed agreed journaling.
Assessment
Coping strategies taking hold; mood more stable.
Plan
Continue weekly. Add a values exercise next session.
Saved

Counseling means holding space for clients while also running a business behind the scenes. Notes, bookings, reminders, and invoices all compete for the time between sessions, usually across separate tools. Soap Notes pulls them together so the admin side of your practice runs quietly in the background and you can stay focused on your clients.

Built for the way counselors work

If any of this sounds familiar, Soap Notes brings it into one place.

Separate tools for notes, calendar, and payments

Hours lost to admin instead of client work

Session notes scattered across documents and devices

Chasing invoices and tracking who has paid

Everything counselors need

One platform for notes, scheduling, billing, and clients, so you spend less time on admin.

Structured SOAP notes

Capture each session in a clear, consistent format, templated, autosaved, and linked to the right client.

Scheduling with reminders

Let clients book within your availability, with reminders that reduce no-shows.

Invoicing & payments

Send session invoices and take payments through Stripe, each tied to the session it belongs to.

Secure client portal

A private space where clients book, pay, and see only what you choose to share.

How counselors use Soap Notes

1

Clients book themselves

Share your booking link. Clients pick a slot within your availability and get reminders, so you stop trading scheduling emails.

2

Write the session note

Capture what the client said, what you observed, your assessment, and the plan, using SOAP or your own template, with autosave.

3

Invoice and get paid

Generate the session invoice and take payment through Stripe, tied to the right client and session.

All in one platform

SOAP notes are more valuable connected to the client, the session, and the invoice, so Soap Notes is a full coaching CRM, not just a note-taker.

Scheduling

Let clients book themselves. Syncs with Google Calendar.

Invoicing & billing

Send invoices and take payments via Stripe, linked to sessions.

Client portal

A secure space for clients to book, pay, and see what you share.

Frequently asked questions

Yes. Soap Notes is built for solo and small-group practices, notes, scheduling, billing, and a client portal in one place, so you can run the whole practice without switching tools.

Yes. Your clinical notes are yours. The client portal only shows what you explicitly choose to share, so session notes stay private.

Yes. Soap Notes is a web app, so it runs on any device with a browser, Mac, Windows, iPad, iPhone, and Android, and your notes sync across every device.

Yes. Start from a built-in SOAP template or save your own, so recurring session types take seconds to document instead of starting from a blank page.

Yes. All data is encrypted in transit and at rest, access is role-based, and you control exactly what each client sees through the client portal. We apply industry-standard security practices and perform regular audits.

Yes. Solo practitioners can use Soap Notes free, no credit card required to start.

Built for counselors.
Free to start.

No credit card required.