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Coaching software for executive coaches

One platform to run your executive coaching practice

Confidential session notes, scheduling, packages, and billing, built for executive coaches. Free to start.

No credit card required
•
Works on any device
Daniel FosterMay 28 · 4:00 PM
Subjective
Reports better delegation; still hesitates giving direct feedback.
Objective
Held two feedback conversations since last session, as committed.
Assessment
Delegation improving; feedback confidence is the current growth edge.
Plan
Practice the feedback framework. Revisit 360 themes next session.
Saved

Executive coaching runs on trust and continuity: development themes, commitments, and progress tracked confidentially over an engagement. Your notes need to hold that arc cleanly, and your scheduling and billing shouldn't get in the way. Soap Notes brings structured session notes, scheduling, and payments into one secure place, so you can focus on your clients' growth while the practice runs itself.

Built for the way executive coaches work

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

Tracking development themes and commitments over an engagement

Keeping sensitive coaching notes private and secure

Notes, scheduling, and billing in separate tools

Managing packages, retainers, and renewals

Everything executive coaches need

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

Confidential session notes

Capture the development focus, commitments, progress, and next steps privately, so every session builds on the last.

Self-serve booking

Clients book within your availability and get reminders, so you stop trading scheduling emails.

Packages & billing

Sell packages or retainers, track sessions used, and take payment through Stripe in one place.

Secure and private

Encrypted, role-based access with a client portal you control, for sensitive coaching notes.

How executive coaches use Soap Notes

1

Clients book themselves

Share your booking link so clients book within your availability and get reminders, cutting the scheduling back-and-forth.

2

Capture the session confidentially

Note the development focus, commitments made, your read on progress, and next steps, using the SOAP structure or your own template, kept private to you.

3

Bill for the engagement

Offer packages or retainers, track sessions, and take payment through Stripe, all linked to the client.

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. Executive coaches use Soap Notes to capture confidential session notes, track development themes and commitments, schedule clients, and bill for engagements, all in one place.

Yes. Your notes are yours. All data is encrypted in transit and at rest, access is role-based, and the client portal only shows what you choose to share, so session notes stay private.

Yes. Offer packages or retainers, track sessions used, and take payment through Stripe, with everything linked to the client record.

Yes. Soap Notes runs on any device with a browser, with nothing to install and notes that sync across devices.

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.

Templates, guides, and related practitioners

Free tools and guides to help executive coaches document faster.

Free templates

Guides

Related practitioners

Built for executive coaches.
Free to start.

No credit card required.