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Coaching software for wellness coaches

One platform for your wellness coaching practice

Session notes, scheduling, programs, and billing, built for wellness coaches. Free to start.

No credit card required
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Works on any device
Sofia MarinoJun 4 · 8:00 AM
Subjective
More energy this week; struggling to keep the evening routine consistent.
Objective
Hit the movement goal 5 of 7 days. Sleep improved to 7 hours.
Assessment
Habits building well; evenings are the main gap.
Plan
Add a short wind-down routine. Review the habit tracker next week.
Saved

Wellness coaching is a long game of habits and small wins that add up over weeks. That only works if every check-in is documented and you can see the trend at a glance. Soap Notes keeps your notes, schedule, programs, and payments in one place, so nothing slips between check-ins and your clients keep moving forward.

Built for the way wellness coaches work

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

Tracking habits and progress across weeks of check-ins

Notes, plans, and payments in different tools

Managing programs, check-ins, and renewals by hand

Time spent on admin instead of coaching

Everything wellness coaches need

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

Progress-friendly notes

Record how the client is doing, their commitments, and your read, and see habit change build check-in over check-in.

Scheduling & reminders

Clients book check-ins within your availability, with reminders that cut no-shows.

Programs & billing

Sell programs and packages, track usage, and collect payment through Stripe in one place.

Client portal

A private space where clients book, pay, and see the guidance you choose to share.

How wellness coaches use Soap Notes

1

Schedule recurring check-ins

Clients book check-ins within your availability and get reminders, keeping the program on track without manual rebooking.

2

Document and track progress

Record how the client is doing, what they committed to, your read on progress, and the plan, so habit change is easy to see over weeks.

3

Sell programs and get paid

Offer programs or packages, track what's used, 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. Wellness coaches use Soap Notes to document check-ins, track habits and progress over time, schedule clients, and bill for programs, all in one place.

Yes. Because every check-in is documented the same way and linked to the client, you can review notes in order and see progress build across weeks.

Yes. Sell programs or packages, track sessions used, and let clients book recurring check-ins from the portal, all 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 wellness coaches document faster.

Free templates

Guides

Related practitioners

Built for wellness coaches.
Free to start.

No credit card required.