✨ New​

Intake forms now fill in client profiles automatically — When a client fills out an intake form with details like date of birth, phone, address, or insurance info, those answers now land on their profile automatically — no more retyping by staff.

Home Location on client profiles — You can now set and edit a client's home location directly from their profile.

A redesigned Program tab — The client Program tab now leads with a clear stat strip (active protocols, this week's progress, adherence, next session), a cleaner program band, and a right rail highlighting missed items and logging streaks.

Billing Performance scorecard & expected payment estimates — The Claims tab now shows a performance scorecard (first-pass acceptance, denial rate, days to pay, collected vs. expected) and in-flight claims display an expected payment estimate based on real payer history.

Richer lead timeline — Leads now show AI Call Center summaries with key talking points, full transcripts, and structured booking details (service, time, location, staff) — plus a new aging filter to spot leads that haven't been contacted recently.

⚡ Improved​

More accurate claims and billing views — Claims that previously vanished from the pipeline (acknowledged, forwarded to secondary, processed) now show up correctly, normally-paid claims no longer get flagged as needing attention, Paid totals label their time range, and settled transactions now show a full itemized breakdown instead of a bare "Payment" line.

Client-facing emails match your branding, everywhere — Appointment notices, receipts, sign-in codes, and forms now consistently send from your clinic's verified branded email address.

✨ New​

Clients can pause or resume their own membership — Right from the app, clients see a status card (Active/Paused, next renewal or resume date) with a Pause/

✨ New​

Coverage info shows up right where you need it — Covered services now appear on the Insurance card, during booking, and in the appointment drawer, so staff can see at a glance what's covered and what the copay is. A coverage dot on calendar appointments flags active, inactive, or unverified insurance without opening the appointment.

Publish blog posts from Growth — The Growth → Website tab now includes a blog composer: draft, edit, and publish posts with SEO details handled automatically.

Smarter automated sequences — Marketing/lifecycle sequences now support multi-level branching, an A/B testing block that automatically routes everyone to the winning variant, and send-timing controls (hold until a date, restrict to certain days, or send at the optimal hour).

Instant SMS compliance pages — Generate a carrier-compliant Privacy Policy and Terms page for your site in one click, or copy ready-made text straight from a rejected campaign notice.

⚡ Improved​

Clearer, branded emails — Onboarding emails (welcome, staff invite, email verification) and appointment reminders now use a consistent, branded look instead of plain text.

Billing worklist on your dashboard — A new Billing panel on the home dashboard surfaces overdue, denied, and due-soon claims so you can catch what needs attention without opening Billing.

CANDIDATES:

1. Staff can link an appointment to a client's active program from the appointment editor.
2. Guests added to a booking with an email now become a CRM lead and receive a branded invite email with a calendar file.
3. Push notifications now display in-app immediately, even while the app is open (previously silently dropped).
4. Protocol service-visit activities now render as booked clinic visits (icon + hint) instead of a generic manual-complete task.
5. The day selector for past protocol activity now reaches back 30 days instead of 7.
6. Paused/inactive members now see a clear "membership paused" message instead of being able to book, chat with Atlas, meal-scan, or check in.
7. Dashboard "In Session"/"Next Up" cards show the real open-service name instead of a generic "with Staff" label.
8. Drop-in/open check-ins now appear immediately in "Happening Now" instead of sitting in "Next Up" for 10 minutes.
9. Chat composer and meal-scan screens now follow each clinic's own light/dark branding instead of a forced dark theme.
10. Guest bookings now require a valid email so guests reliably receive confirmations.
11. New Chat Blast tool: message many clients at once with audience filters, a review step with full recipient list, and sent history.
12. Staff members who are also clients can now correctly receive blast messages when they match the audience filters.
13. Mobile lab scans now save with normalized units, correct categories, and no duplicate entries on rescan.
14. Labs list now shows proper categories instead of dumping everything into "Other."
15. New client Plan of Care tab: mixed plan cards show service-visit progress, ordering provider, and next re-eval date; protocols can be closed with a reason.
16. Staff can add recurring "Service Visit" activities to a plan/protocol tied to a bookable clinic service, from the template editor, plan Activity Picker, or Quick-Add.
17. Revenue reports now attribute charges and product sales to the correct clinic location instead of "Unknown."
18. Recurring staff time-off spanning a holiday now creates correctly across the whole range.
19. Walk-in guests now receive correctly worded waiver/intake emails (no duplicate onboarding email).
20. Guest check-in landing page shows clinic name only when there's no logo, and "Powered by Ready Practice" now links to readypractice.com.
21. Staff can designate which service a location's drop-in/open check-in QR code books; check-in UI relabeled to "Member open check-in."
22. New universal

Book a full course of care in one action — Front desk staff can now set up a recurring Plan of Care series (service, provider, frequency, and length) in a single booking flow. Each visit is flagged as available, provider-off, or clinic-closed, with an alternate time or provider suggested automatically when there's a conflict.

Clearer recurring booking experience — Status messages during recurring booking are now specific ("No openings this week," "Clinic closed") instead of a misleading generic label, and a long-standing glitch that snapped number fields back while typing has been fixed.

Calendar invites now stay in sync — When you reschedule or edit an appointment, the calendar invite sent to clients now updates properly in Google and Apple Calendar, instead of silently staying on the old time.

See every price option when setting up services — Price pickers across the platform now load all of a product's Stripe price variants, not just the default one, so every configured price is available to choose from.

Atlas now sees your full appointment history — Atlas's client lookups used to miss past visits when a client had many upcoming appointments. It now checks the full history, so answers about a client's schedule are complete and accurate.

Required forms now stick — When you mark forms as required for a service, that setting saves reliably and shows correctly every time you reopen the editor.

Confirming appointments is back, with clearer status — You can confirm an appointment right from the appointment view, and any booking that still needs confirmation is clearly flagged with a "Confirm your spot" or "Needs confirmation" chip in your Up Next card and appointment lists.

Habit schedules now match everywhere — When assigning a protocol, pick specific days for a habit instead of a generic weekly frequency. The schedule now looks identical in the client app and the staff portal.

✨ New​

Insurance billing settings on each service — Mark a service as cash-only or insurance-billable, and set default CPT codes, modifiers, units, and a place-of-service override — all from the service editor.

More control over claims — Toggle assignment-of-benefits on a client's insurance, see an at-a-glance in/out-of-network badge on their insurance card, and choose a specific rendering provider when filing a manual claim.

Edit Knowledge Base items anytime — Atlas Knowledge Base entries can now be edited after they're created, including changing who they're visible to — Staff, Clients, or Both — without deleting and starting over.

✨ New​

Rescheduling now feels just like booking — When you reschedule an appointment, you'll see the same clean scheduling screen used for new bookings. You can also pick your appointment's date or any date after it, not just the exact original day.

A full branding and onboarding editor for your client app — From Settings › Client Apps, clinics can now customize brand colors, fonts, and logo, plus the app's welcome screen, with a live preview before saving.

⚡ Improved​

Trends line up with real calendar periods — Weekly, monthly, and yearly views now match actual weeks (Mon–Sun), months, and years instead of a rolling window, and you can swipe or use arrows to move between periods.

Clearer dates on lab and trend charts — Charts now show clean date labels (oldest, middle, newest) instead of crowded, overlapping text, with the exact date still available when you tap a point.

Meals and measurements now count toward your progress — Marking a meal as eaten, scanning a meal, or logging a measurement now updates your real protocol adherence and trends, instead of just showing a confirmation.

Protocol pages now show real results — See your adherence percentage, a per-activity breakdown, and before-and-after biomarker changes right on your protocol's Results card.

✨ New​

Look up a client right from Slack — Front desk staff can now type a quick Slack command to pull a client's recent labs, upcoming schedule, or latest vitals, or ask Atlas a question directly in the channel.

⚡ Improved​

Signed agreements now include the full text — Onboarding documents your clients sign now include the complete agreement text alongside their answers, so the record matches exactly what they agreed to.

One reminder, not ten — Morning plan notifications no longer pile up into duplicate alerts. Clients now get a single, clear reminder.

Substitute-covered classes are bookable again — Group classes with a covering clinician now correctly show as available to book, instead of looking full when the usual coach is out.

Lab dates reflect when the sample was taken — Lab results now show the actual collection date instead of defaulting to the day they were uploaded.

Oura users see heart rate and HRV trends — Resting heart rate and HRV now populate correctly for clients syncing data from Oura, closing a gap where these trends showed empty.

⚡ Improved​

Fewer crashes, smoother experience — We fixed a wide range of crash-causing bugs across the Growth Suite and other parts of the app, so pages load and respond more reliably.

Cleaner in-app notifications — Old-style alert pop-ups have been replaced with smoother toast notifications that get out of your way faster.

More accurate analytics — Gender breakdowns, session counts, and cancellation rates in your reports now reflect your real data more precisely.

Faster-feeling navigation — A new loading indicator shows instantly when you move between pages, so the app feels quicker and more responsive.

✨ New​

Quick access to your content libraries — A new Databases dropdown lets you jump straight to your Exercises, Supplements, and Meal Templates while building protocols.

⚡ Improved​

More accurate circadian phases — Circadian phases are now calculated from a client's actual sleep data over the last 30 days, so timing reflects real patterns instead of estimates.

Clearer protocol summaries — The protocol summary step now shows all configured exercises, supplements, and meals in one place, so you can review a plan at a glance.

Correct protocol dates — Protocol start and end dates now display accurately based on their scheduled timing.

Cleaner activity labels — Activity types now show cleaner names, with the "Habit" prefix removed.