Switch to Soap Notes
Switching from Paperbell to Soap Notes
Practitioners move to Soap Notes for structured SOAP session notes and a free plan beyond a single client, if you document sessions. Here’s how to switch at your own pace, without disrupting your clients.
How to switch in four steps
- 1
Start free, no commitment
Create a free Soap Notes account. You can run it alongside Paperbell while you get comfortable, with nothing to cancel up front.
- 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
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
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 Paperbell.
Not sure yet?
See exactly how the two stack up on pricing and features before you decide.
Read: Soap Notes vs PaperbellFrequently asked questions
Make the switch, free to start
Notes, scheduling, invoicing, and a secure client portal in one place. No credit card required.