Connect Soap Notes to the tools
you already use

Send and receive client emails inside Soap Notes — every thread mirrors to Gmail and stays attached to the right client.

Sync sessions both ways. Bookings made in Soap Notes appear on your Google Calendar, and existing Google events show up in Soap Notes.

After every Google Meet session, the transcript imports automatically and attaches to the matching client note.

Link Google Docs to client records. Edit in Docs, see updates in Soap Notes — perfect for coaches who write in Docs first.

Attach Drive files to client records without uploading. Permissions stay intact, storage stays in Drive.

Auto-generate Zoom meeting links for every scheduled session. No more copy-paste between tools.

Send invoices, accept card and ACH payments, and run recurring billing — all through Stripe, all from inside Soap Notes.

Trigger Klaviyo email flows directly from Soap Notes — session reminders, invoice delivery, post-session follow-ups.