Powerful Features for Modern Coaches
Everything you need to run a successful coaching practice
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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