Built for practitioners who treat the whole person

Your practice records. Finally, in one place.

Kokoro is a CRM and client portal for acupuncturists, massage therapists, personal trainers, and energy healers. Intake forms, session notes, consent documents, and a client portal — without the enterprise price tag or the learning curve.

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Free during open beta. No credit card required.

SM
Sarah M.
Active · New patient intake pending
Action needed
Last session
Mar 10, 2026
Sessions total
12 visits
Intake forms
1 pending

Every client. Every visit. Every document.

You got into this work to help people. Not to manage spreadsheets.

Most practice management software is built for medical clinics with billing departments. You're a solopreneur — you need something that fits the way you actually work.

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Paper intake forms

Build custom intake forms in minutes. Send a link. Client fills it out on their phone before they walk in the door.

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Sticky notes for session notes

SOAP notes or freeform — your choice. Private to you. Organized by client and date. Never lost.

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Consent forms in a filing cabinet

Digital consent documents with timestamped signatures. No printer, no scanner, no paper pile.

Everything your practice needs

No integrations. No bolt-ons. One cohesive tool.

Client Directory

Full client profiles with contact info, insurance, tags, and lifecycle stage. Search and filter in seconds.

Intake Form Builder

Build custom intake forms with drag-and-add fields. Send as a link — clients complete them before their visit.

Session Notes

SOAP or freeform notes, attached to each visit. Private to you. Defaults to the right format for your modality.

Consent Documents

Write your own consent and waiver text. Clients sign digitally with a timestamped signature record.

Client Portal

Clients get a clean, private portal to complete intake forms, sign consents, and read session summaries you share.

Magic Link Login

No passwords for your clients. They enter their email, get a secure link, and they're in. That simple.

Built for your specific kind of practice

Kokoro adapts to your modality — not the other way around.

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Acupuncture & Massage

SOAP note templates out of the box. Insurance info fields on every client record. Superbill generation coming soon.

  • SOAP notes
  • Insurance fields
  • Health history intake
  • Consent waivers

Training & Energy Work

Freeform progress notes that match how you actually think. Session tracking built for package-based, cash-pay practices.

  • Freeform session notes
  • Progress tracking
  • Intake & health screens
  • Package tracking (coming soon)
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Yoga & Breathwork

Health screening intake for practices with contraindications. Share session summaries and resources directly with each client.

  • Health screen intake
  • Contraindication tracking
  • Session summaries
  • Client portal access

Ready to clear the clutter?

Free during open beta. No credit card. Set up in under 10 minutes.

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