The complete feature guide

Everything Booked & Noted does for your practice

One login for scheduling, notes, billing, messaging, and client records. Here is exactly what you and your clients get, feature by feature.

No credit card required. Cancel anytime.

Unlimited

Clients & SOAP notes on every plan

6

Practice types supported out of the box

BAA

HIPAA Business Associate Agreement available

Minutes

To set up. No IT department required

Built for independent practitioners across industries

Pick your practice type during setup and Booked & Noted seeds starter services to match.

Therapy & Bodywork

Massage, PT, chiropractic, acupuncture

Salon & Beauty

Hair, nails, esthetics, barbershop

Medical Practice

Clinics, mental health, specialists

Fitness & Wellness

Personal training, yoga, coaching

Lessons & Tutoring

Music, voice, tutoring, coaching

Other / General

Any independent practice

Everything, in detail

Every feature below is included on every plan. No add-ons, no per-note fees.

Scheduling & Booking

A full calendar with client self-booking, automated reminders, and effortless rescheduling.

  • Public self-booking page for clients
  • Drag-and-drop calendar with buffer times
  • Automatic email reminders & confirmations
  • New bookings auto-create a draft session note
  • Default intake form emailed automatically

Client Management

Centralized client profiles with full history, so nothing about a client is ever scattered across apps.

  • Unlimited active clients
  • Contact, emergency contact & demographic info
  • CSV import for up to 500 clients at once
  • Tags, search & status filters
  • Archive clients without losing their history

Notes & Documentation

Write, sign, and store structured notes for every session, fast, organized, and always accessible.

  • SOAP notes or free-form session notes
  • Draft, sign & lock notes for a clean audit trail
  • Reusable note templates
  • ICD-10 & CPT code fields for billing
  • Duplicate a note for recurring sessions

Digital Intake Forms

Build custom forms once and let Booked & Noted send and collect them for you automatically.

  • Drag-and-drop form builder, 7+ field types
  • Auto-sent to clients the moment they book
  • Shareable link, no login required for clients
  • Submissions organized by client
  • Duplicate forms to build variations fast

Email

Email clients with the guardrails healthcare communication needs.

  • SMS reminders coming soon
  • Signed consent flow gates PHI sent by email
  • Consent status tracked per client

Client Document Portal

A secure, password-free page where clients upload and download documents, no account required.

  • Your own portal link, e.g. bookedandnoted.com/portal/you
  • One-time 6-digit code verification
  • Share files to clients or receive uploads from them
  • AES-256 encryption at rest, signed 15-minute links
  • Full audit log of every upload & download

Billing & Invoicing

Create invoices, accept card payments, and track what's owed, all without leaving the app.

  • Invoices with line items in seconds
  • Card payments online through Stripe
  • Automatic payment status tracking
  • Discount codes for promotions
  • CPT code fields on every invoice

White Label Branding

Make the app your own: your logo, your colors, your emails. Clients see your brand.

  • Upload logo & favicon
  • Custom brand color & font
  • Branded client portal & booking page
  • Custom email sender name & signature

Team Roles & Permissions

Bring on staff without giving up control. Every role sees exactly what it should.

  • Owner, Admin, Practitioner & Staff roles
  • Owners & admins manage settings and billing
  • Practitioners see their own clients & schedule
  • Invite teammates with a shareable link

Dashboard & Tasks

A dashboard that adapts to how you work, plus a built-in task manager to keep you on track.

  • Drag, resize & hide widgets to build your own layout
  • At-a-glance counts, drafts, and today's schedule
  • Task manager with priorities & status tracking
  • Six color themes to match your taste
White Label

Make it yours. Your brand, your portal.

Booked & Noted fades into the background so your practice shines. Customize your logo, colors, and client-facing portal to match your brand, with no "Powered by" watermarks.

  • Upload your own logo and favicon
  • Pick your brand color and font, applied across the whole app
  • Custom email sender name and reply-to address
  • Custom email signature on every message
  • Branded client intake, booking, and document portal

Full Branding Control

Logo, favicon, colors, fonts

Your clients see your brand, not ours.

From: Your Practice Name

reply-to: hello@yourpractice.com

Hi Sarah, your intake form is ready…

Built with compliance in mind

Encryption, audit trails, and consent

Every document upload and download is logged with a timestamp, so you always know who accessed what, and when.
Standard email is not fully encrypted, so Booked & Noted gates PHI behind a signed client consent form before it is ever sent.
Security & Compliance

Handle client information the right way

Booked & Noted is designed for practitioners who handle sensitive client information every day, with the safeguards to match.

  • HIPAA Business Associate Agreement (BAA) available for covered entities
  • Encrypted connections (HTTPS/TLS) and secure authentication throughout
  • Files encrypted at rest, with signed download links that expire after 15 minutes
  • Required email consent flow keeps protected health information off standard email until a client agrees
  • Strong password requirements: 12+ characters, mixed case, numbers, and symbols

Simple, transparent pricing

No per-note fees. No surprise charges.

Solo

Everything you need to run your business

$39/mo

  • Unlimited SOAP & session notes
  • Unlimited active clients
  • Online scheduling & self-booking
  • Intake form builder
  • Invoicing
  • Email messaging (SMS reminders coming soon)
  • Client document portal
  • White label branding
  • Community support

Interested in a plan for a team of 3 or more? Contact us for more information.

Ready to see it running your practice?

Start your free trial today. No credit card required, and you can cancel anytime.