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Switch to Soap Notes

Switching from Jane to Soap Notes

Practitioners move to Soap Notes for flat pricing with no per-staff fees and a free plan, if you don't bill insurance. Here’s how to switch at your own pace, without disrupting your clients.

How to switch in four steps

  1. 1

    Start free, no commitment

    Create a free Soap Notes account. You can run it alongside Jane while you get comfortable, with nothing to cancel up front.

  2. 2

    Set up your basics

    Add your services, availability, and a note template or two. This takes minutes, not days, there's no complex configuration to wade through.

  3. 3

    Bring clients over gradually

    Add clients as they next book in, rather than migrating everyone at once. Most practices move over naturally within a cycle or two of sessions.

  4. 4

    Point new bookings to Soap Notes

    Share your new booking link and start taking payments through Stripe. Once your active clients are in, you can wind down Jane.

Not sure yet?

See exactly how the two stack up on pricing and features before you decide.

Read: Soap Notes vs Jane

Frequently asked questions

Make the switch, free to start

Notes, scheduling, invoicing, and a secure client portal in one place. No credit card required.