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Soap Notes is a coaching and practice management platform for coaches, therapists, counselors, speech therapists, nutritionists, and other client-focused professionals. It combines SOAP note documentation, client management, session scheduling, billing, invoicing, and reporting in one centralized workspace.
The platform helps professionals create and organize session notes, maintain detailed client profiles, track progress, manage follow-ups, and coordinate appointments with calendar and reminder tools. Clients can use a dedicated portal for session booking, goal tracking, resource access, and secure communication. Soap Notes also supports invoice generation, payment processing, subscription and package management, financial reporting, and workflow automation.
With integrations for tools such as Google Calendar, Gmail, Google Meet, Google Docs, Google Drive, Zoom, and Stripe, Soap Notes is designed to support daily administrative and client-care workflows for solo practitioners and teams. Its coaching CRM features provide a structured way to manage client records, appointments, documentation, communications, and practice performance data.
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