Coach Excellence

WELCOME TO SOAP

Book. Bill.
Coach. Repeat.

Schedule sessions, send invoices, and give clients
a seamless portal — all in one place.

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Business, but better

Powerful Features
to Simplify Work

Client Management

Easily manage all your clients in one place. Track their progress, view history, and maintain detailed profiles.

  • Comprehensive client profiles
  • Activity tracking and history
  • Relationship management
  • Custom fields and notes

Session Management

Schedule, track, and manage all your coaching sessions with an intuitive calendar interface.

  • Easy scheduling and reminders
  • Video integration for virtual sessions
  • Session notes and follow-ups
  • Calendar sync with Google and Outlook

Billing & Invoicing

Streamline your financial operations with our integrated billing and invoicing system.

  • Automated invoice generation
  • Multiple payment gateway integration
  • Subscription and package management
  • Financial reporting and analytics

Client Portal

Provide a seamless experience for your clients with a dedicated portal for all their coaching needs.

  • Session booking and management
  • Goal tracking and updates
  • Resource library access
  • Secure messaging and communication

Analytics & Reporting

Gain valuable insights into your coaching business with comprehensive analytics and reporting.

  • Business performance dashboards
  • Client progress and impact metrics
  • Revenue and financial analytics
  • Custom report generation

Integration

Work smarter by keeping
everything in one place

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Automation

Save time with automated workflows.

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Reports

Insightful data, instantly accessible.

Seamless Integrations

Works with the tools you
already use

Connect Soapnotes to your other tools

See why customers
love using Soapnotes

JW

Jennifer Wilson

Executive Coach

Soapnotes has completely transformed how I run my coaching practice. The client management and goal tracking features have saved me hours each week, allowing me to focus on what matters most - my clients.

MR

Michael Rodriguez

Life Coach

The client portal is a game-changer. My clients love being able to book sessions, track their progress, and access resources all in one place. It's made our coaching relationship much more effective and engaging.

ST

Sarah Thompson

Business Coach

The billing and invoicing system has eliminated so much administrative hassle. I've reduced payment delays and the financial reporting gives me clear insights into my business performance. Worth every penny!

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Frequently Asked Questions

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Coach Excellence

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