Features - Practiso

Contact Engagement Journey

Visual kanban board to track contacts from initial interest to active coaching. Drag and drop to update status, track contact history, and never miss a follow-up.

Interactive visual engagement process
Automatic contact-to-client engagement
Track budget and program interest
Contact history and notes

Complete Client Management

Keep all client information in one place. Track subscriptions, view session history, and manage participant details for team coaching.

Centralized client profiles
Multiple participants per client
Subscription overview and history
Session tracking and notes

Flexible Program Builder

Create coaching programs that match your business model. Define features, sessions, and pricing with our intuitive program builder.

Customizable features and deliverables
Multiple session types and frequencies
Flexible billing options
Automatic online payment setup

Get Paid Directly to Your Bank Account

Send invoices and let clients pay online by card or bank transfer. Payments go straight to your bank account — Practiso never sees or handles your money. Secure payments powered by Stripe.

Card & bank transfer payments
Money goes directly to your account
Automatic tax calculation
Professional PDF invoices

Session Management

Schedule, track, and manage coaching sessions. Support for individual clients and group coaching with multiple participants.

Individual and group sessions
Participant attendance tracking
Session notes and action items
Calendar integration

Practice Health

Track your coaching practice health with built-in analytics. Monitor capacity, client satisfaction, and engagement quality.

Coaching capacity tracking
Engagement rate insights
Client satisfaction metrics
Referral rate monitoring

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