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Client notes & practice software for herbalists

Client notes and practice software for herbalists

Document consultations, track protocols, schedule clients, and take payment, built for clinical herbalists. Free to start.

No credit card required
•
Works on any device
Sofia MarchettiJun 24 · 1:00 PM
Subjective
Reports better energy since starting the morning tea; still poor sleep some nights.
Objective
Tongue less pale than last visit. Reports regular digestion on the current protocol.
Assessment
Energy and digestion responding well; sleep support needs adjusting.
Plan
Continue current blend. Add an evening calming tea. Review in three weeks.
Saved

An herbal consultation covers a lot: the client's health picture and goals, what you observed, your assessment, and the protocol you recommend, then follow-ups to see how it is working. Keeping that organized, alongside scheduling and payments, makes a practice run smoothly. Soap Notes keeps structured consultation notes, scheduling, and billing in one place, so every client's history and protocol are easy to find and build on.

Built for the way clinical herbalists work

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

Keeping detailed intake, history, and protocols organized

Tracking how a protocol works across follow-ups

Notes, scheduling, and payments in separate tools

Keeping client health information private

Everything clinical herbalists need

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

Structured consultation notes

Capture the health picture, observations, assessment, and protocol the same way each time, templated and autosaved.

Scheduling with reminders

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

Protocols on one record

Keep each consultation and protocol connected to the client, so follow-ups are easy to review.

Secure client portal

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

How herbalists use Soap Notes

1

Clients book and intake

Clients book within your availability and complete intake ahead of time, so their history and goals are on the record.

2

Document the consultation

Note the client's health picture and goals, what you observed, your assessment, and the protocol, using SOAP or your own template.

3

Take payment and follow up

Invoice and take payment through Stripe, and keep the protocol on the record to review at follow-up.

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. Clinical herbalists use Soap Notes to document consultations with the SOAP format or their own template, track protocols across follow-ups, schedule clients, and take payment, all in one place.

Yes. Because every consultation is documented the same way and linked to the client, you can review notes in order and see how a protocol is working over time.

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 the client portal only shows what you choose to share.

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 clinical herbalists document faster.

Free templates

Guides

Related practitioners

Built for clinical herbalists.
Free to start.

No credit card required.