SOAP NOTES FOR COACHES & THERAPISTS

The SOAP notes app built
into a full coaching practice

Document sessions in the SOAP format — then schedule, bill, and share progress without switching tools. Free for solo coaches and therapists.

No credit card required

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Works on Mac, Windows & iPad

Soap Notes SOAP notes editor with Subjective, Objective, Assessment, and Plan sections

Why Soap Notes

SOAP notes, done right —
and connected to the rest of your practice

A standalone notes app leaves you copying data into three other tools. Soap Notes keeps notes, clients, sessions, and invoices in one place.

S.O.A.P. templates that pre-fill for you

Subjective, Objective, Assessment, Plan — structured fields so you never stare at a blank page. Customize templates per client type.

Every note linked to a client

Notes attach automatically to the client and session they belong to — no more scattered Google Docs, no more hunting through folders.

Start a note from a scheduled session

Open a session on your calendar, click once, and your SOAP note is ready with the client, date, and session type already filled in.

Search across every note you've ever written

Full-text search across notes, clients, and sessions. Find what you said six months ago in two seconds.

Works on Mac, Windows, iPad, and browser

It's a web app — no installs, no version conflicts. Your notes sync across every device you sign in on.

Encrypted, private, and export-ready

Data encrypted at rest and in transit. Export any note to PDF in one click. You own your data — always.

How SOAP notes work in Soap Notes

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

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.

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.

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
in under 3 minutes

Free for solo coaches and therapists. No credit card required.

The SOAP notes app built into a full coaching practice

SOAP notes, done right — and connected to the rest of your practice