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SOAP notes for coaches & therapists

SOAP notes that actually save time.

Subjective, Objective, Assessment, Plan — structured fields, autosave, and every note linked to the right client, session, and invoice. Free for solo coaches and therapists.

No credit card required
•
Mac, Windows & iPad
Maya PatelApr 21 · 2:00 PM
Subjective
Reports feeling grounded; two days with headaches.
Objective
Present, engaged. Flat affect early in session.
Assessment
Continued progress on boundary work this month.
Plan
Continue weekly. Daily 5-min journaling.
Signed Apr 21 · 2:42 PMSaved

Anatomy of a SOAP note

Four sections. One story per session.

SOAP breaks each session into four predictable parts. Same shape every time — fast to write, easy to review, defensible if asked.

SSubjective

“Reports feeling grounded; two days with headaches.”

What the client says. Their words, mood, and what's happening for them this week.

OObjective

“Present, engaged. Flat affect early in session.”

What you observe. Behaviour, body language, anything measurable from the session.

AAssessment

“Continued progress on boundary work this month.”

Your professional read. Pattern, progress, working hypothesis.

PPlan

“Continue weekly. Daily 5-min journaling.”

What's next. Frequency, homework, follow-ups.

How SOAP notes work in Soap Notes

Three steps from scheduled session to signed-off, billable note.

1

Start from a scheduled session

Open any booking on your calendar and jump straight into the note workspace. Client, date, session type, and their intake form answers are already loaded for you.

2

Fill the S.O.A.P. template

Four structured fields — Subjective, Objective, Assessment, Plan. Drafts autosave while you write. Start from a built-in template or build your own.

3

Bill and export from the same screen

Generate a session invoice, export the note to PDF, and review the client's past notes, packages, and invoices in a side panel — without leaving the page.

SOAP notes on Mac, Windows, iPad & the web

Soap Notes runs in the browser — so there's no download, no version conflicts, and nothing to sync manually. Sign in on your MacBook in the morning, open your iPad between sessions, and pick up on your phone in the evening. Your notes are always up to date.

macOSWindowsiPadiPhoneAndroidAny browser

SOAP notes + the rest of your practice

A SOAP note is more valuable when it's connected to the client, the session, and the invoice. That's why 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

SOAP stands for Subjective, Objective, Assessment, and Plan. It is a structured format for documenting client sessions — originally from healthcare, now widely adopted by coaches, therapists, and consultants who need a consistent way to record what happened in a session, what they observed, their professional assessment, and the plan going forward.

Yes. Soap Notes is a web app, so it runs on Mac, Windows, iPad, iPhone, and Android — anywhere you have a browser. There is nothing to install. Your SOAP notes sync across every device you sign in on.

Both. SOAP notes are a core feature, but they live inside a full coaching CRM — so every note is automatically linked to the right client, session, and invoice. If you only want note-taking, Soap Notes works great on its own. If you want note-taking plus scheduling, billing, and a client portal, that is all included.

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.

Absolutely. The SOAP format adapts cleanly to life coaching, business coaching, and consulting — it is just a structured way to capture what the client said, what you observed, your assessment, and the next steps. Our templates work for any coaching style.

Yes. Every note can be exported to PDF with one click — useful for sharing with clients, saving to your records, or handing off to another practitioner.

Yes. Solo coaches and therapists can use Soap Notes free. No credit card required to start.

Start writing SOAP notes
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Free for solo coaches and therapists. No credit card required.