August 2026 — a dashboard that's actually yours
This update makes the numbers you see trustworthy: your dashboard now shows your day rather than the whole practice’s, and the outstanding-notes counts across Practicos all mean the same thing.
Improved
Section titled “Improved”Your dashboard is now about you
Section titled “Your dashboard is now about you”The dashboard’s My View previously showed whole-practice numbers. Now your stat cards (My Clients, Today, This Week, No-show Rate), today’s appointments, Notes To-Do, recent and inactive clients, session-frequency reminders and EHCP reviews are all about you — your appointments, and the clients where you’re the named therapist.
Financial cards still cover the whole practice — money belongs to the practice, not a person. Owners and managers can switch to Team View for the whole-practice picture, exactly as before.
Managers can manage practice features
Section titled “Managers can manage practice features”The Settings → Features page — turning practice modules like invoicing on or off — is now available to managers as well as owners. Billing remains owner-only.
Practice-wide things now say “practice”
Section titled “Practice-wide things now say “practice””Anything that covers everyone now says so consistently: the team dashboard’s notes alert reads “across the practice”, and a calendar block for everyone offers to “block bookings for the whole practice”.
Outstanding-notes counts agree everywhere
Section titled “Outstanding-notes counts agree everywhere”Two fixes make every outstanding-notes number in Practicos mean the same thing:
- A session whose note had been deleted and rewritten could still appear in the Outstanding Notes report and the Today and dashboard counts, even though its note was written. If a session has a note, it no longer shows as needing one.
- On Today, the Outstanding Notes section now follows your My day / Whole practice choice like the rest of the page, and the dashboard’s Notes To-Do badge shows your own true total (its list still focuses on the last 7 days — and now says so).
The settings menu no longer flickers
Section titled “The settings menu no longer flickers”Options you don’t have permission for used to appear for a moment and then vanish while your role was checked. Menu items now appear only once confirmed.