--- title: How to Set up and Use SOAP Notes description: soap notes --- [Skip to content](https://support.hapana.com/kb/article/726#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # How to Set up and Use SOAP Notes ## Overview SOAP notes (Subjective, Objective, Assessment, Plan) are commonly used for **clinical-style session tracking** — especially in 1:1 training or therapy settings. In CORE, you can enable and manage SOAP notes for your team, so notes are securely linked to each client’s profile and session. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/67f7585dd1bc4995a50620b1f12b6244) Or preview it below:   --- ## Prerequisites Before you begin: - SOAP notes must be **enabled** in your **Account Settings \> Configurations** - Your staff members must have permission to **view and edit SOAP notes** under their **Team Access Group** - SOAP notes are only available for **1:1 private sessions** (not group classes) --- ## Step-by-step instructions --- ### Step 1: Enable SOAP notes in account settings 1. Click your **Location Name** 2. Go to **Account Settings \> Configurations** 3. Scroll to **Enable SOAP notes** 4. Click **Edit** and toggle the setting to **Yes** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445115588_4eafeccf_image-20250529130249-113-1.png?width=2048&height=1273&name=1759445115588_4eafeccf_image-20250529130249-113-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445117187_75be18ba_image-20250529130257-114-1.png?width=2048&height=1273&name=1759445117187_75be18ba_image-20250529130257-114-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445118915_7bd66b4b_image-20250529130306-115-1.png?width=2048&height=1273&name=1759445118915_7bd66b4b_image-20250529130306-115-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445120629_a4be5948_image-20250529130312-116-1.png?width=2048&height=1273&name=1759445120629_a4be5948_image-20250529130312-116-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445122491_dd2bcaee_image-20250529130318-117-1.png?width=2048&height=1273&name=1759445122491_dd2bcaee_image-20250529130318-117-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445124552_ceb2ccb1_image-20250529130326-118-1.png?width=2048&height=1273&name=1759445124552_ceb2ccb1_image-20250529130326-118-1.png) --- ### Step 2: Grant access via team settings 1. Go to **Team Settings** 2. Select the appropriate **Team Access Group** 3. Click **Edit**, then scroll to the **Schedule** section 4. Enable: - **Allow view of SOAP notes sessions** - **Allow edit of SOAP notes sessions** 5. Save changes ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445126523_8aadb662_image-20250529130331-119-1.png?width=2048&height=1273&name=1759445126523_8aadb662_image-20250529130331-119-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445128395_f220d29d_image-20250529130337-120-1.png?width=2048&height=1273&name=1759445128395_f220d29d_image-20250529130337-120-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445130217_418836cc_image-20250529130343-121-1.png?width=2048&height=1273&name=1759445130217_418836cc_image-20250529130343-121-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445132088_deeb8fa1_image-20250529130350-122-1.png?width=2048&height=1273&name=1759445132088_deeb8fa1_image-20250529130350-122-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445134057_e370cc80_image-20250529130356-123-1.png?width=2048&height=1273&name=1759445134057_e370cc80_image-20250529130356-123-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445135948_7da3f94d_image-20250529130401-124-1.png?width=2048&height=1273&name=1759445135948_7da3f94d_image-20250529130401-124-1.png) --- ### Step 3: Add a SOAP note during a session 1. Go to the **Schedule (Calendar View)** 2. Click on a **1:1 private session** 3. Add a client to the session if one is not already assigned 4. Click the **plus (+) icon** in the session view 5. Type your SOAP note into the text field 6. Click **Save** > ⚠️ Notes can only be added to private one-on-one sessions ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445137838_85397d4d_image-20250529130408-125-1.png?width=2048&height=1273&name=1759445137838_85397d4d_image-20250529130408-125-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445139948_e4648776_image-20250529130417-126-1.png?width=2048&height=1273&name=1759445139948_e4648776_image-20250529130417-126-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445142200_03cfb49b_image-20250529130423-127-1.png?width=2048&height=1273&name=1759445142200_03cfb49b_image-20250529130423-127-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445143844_a3339017_image-20250529130429-128-1.png?width=2048&height=1273&name=1759445143844_a3339017_image-20250529130429-128-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445145746_bc1232e3_image-20250529130434-129-1.png?width=2048&height=1273&name=1759445145746_bc1232e3_image-20250529130434-129-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445147566_c6f287b0_image-20250529130442-130-1.png?width=2048&height=1273&name=1759445147566_c6f287b0_image-20250529130442-130-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445149381_504c7d25_image-20250529130448-131-1.png?width=2048&height=1273&name=1759445149381_504c7d25_image-20250529130448-131-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445151058_7e74fa6a_image-20250529130452-132-1.png?width=2048&height=1273&name=1759445151058_7e74fa6a_image-20250529130452-132-1.png) --- ### Step 4: View and manage SOAP notes 1. Go to the client’s profile 2. Scroll to the **SOAP notes** section 3. You can: - View timestamped notes - Click **Edit** to modify a note - Click **Delete** to remove it > ✅ All edits are time-stamped for accountability and tracking. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445153017_9a1f627f_image-20250529130502-133-1.png?width=2048&height=1273&name=1759445153017_9a1f627f_image-20250529130502-133-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445154855_35ad23c6_image-20250529130507-134-1.png?width=2048&height=1273&name=1759445154855_35ad23c6_image-20250529130507-134-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445156927_20274b14_image-20250529130512-135-1.png?width=2048&height=1273&name=1759445156927_20274b14_image-20250529130512-135-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759445159751_d12401dd_image-20250529130517-136-1.png?width=2048&height=1273&name=1759445159751_d12401dd_image-20250529130517-136-1.png) --- ## Expected outcome SOAP notes will now be visible and editable for any one-on-one sessions that your enabled staff are assigned to. These notes stay linked to the client’s profile and session history for easy reference. --- ## FAQs **Q: Can I use SOAP notes for group classes?** A: No — SOAP notes are only available for private, one-on-one sessions. **Q: Can multiple staff members edit the same note?** A: Any staff with **edit permission** in their access group can modify the note. **Q: Will clients see SOAP notes?** A: No — SOAP notes are visible only to staff inside CORE. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana