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.

A free Chrome extension that adds a button to Gmail's compose window, so you can drop in your booking link or a table of open times without leaving the email you're writing.

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

Soap Notes used to pull bookings in from Calendly. It now runs its own booking pages, so clients pick a time and the session lands on your schedule without a second tool involved.

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.

Pull the summary, action items, or a transcript excerpt from a Fathom recording straight into the session note. Nothing is written for you until you click.

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