What Your Clients See
Everything you build in Ready Practice — services, protocols, forms, education — reaches your clients through one of two places: the Basis app on their phone, or the client portal in a web browser. This page walks through what they actually see, so you can answer "where do I find that?" without guessing, and so you know which of your settings change their experience.
The two surfaces carry the same information. The app adds what only a phone can do: wearable syncing, camera-based meal logging, and timers that run in the background.
The home screen
The app opens on a daily home: today's appointments, the activities their protocol has scheduled, and what they have already logged — meals, workouts, sleep, fasts, meditation sessions. It reads as a day rather than a database, and items disappear as they are completed, so what remains is what is still outstanding.
At the top sits the in-focus metric — a single headline number your organization chooses on their behalf. You set it in Settings → Client App → Home screen → In-focus metric, and every client in your organization sees the same one.
| Choice | What the client sees |
|---|---|
| Biological Age | An estimated physiological age from their health data |
| Recovery | How recovered they are today, from sleep and wearable signals |
| Cardiovascular | A cardiovascular fitness reading |
| Adherence | How closely they are following their assigned plan |
| Hide (no in-focus metric) | No headline number at all |
Choose the one your programme is actually about. A longevity practice leads with Biological Age; a rehab practice usually leads with Adherence, because that is the number a client can change today. Hide is a legitimate answer — if none of these reflect your work, a missing number is better than a number your clients learn to ignore.
The in-focus metric is an organization-wide setting, not a per-client one. Clients see the new choice the next time their app refreshes; nothing is lost by changing it, since the underlying data is always available elsewhere in the app.
Activities that run on a timer
Some activities cannot honestly be marked "done" the moment they start — a client fasting for sixteen hours or sitting in a sauna for twenty minutes is measuring time, not ticking a box. When you assign an activity of that kind — fasting, sauna, cold and ice therapy, red-light, breathwork, meditation, heat and contrast bathing — the app gives it a timer instead of a checkbox.
The client sees one screen with a large ring, in whichever of three states applies. Before they begin it shows an empty ring and a Start button. While it runs the ring ticks forward and they can Pause, Resume, or End session; the timer keeps running if they put the phone away. Once finished the ring fills and shows what they actually did.
That elapsed time is what reaches you — so a fast that was meant to be sixteen hours and ended at eleven records as eleven, not as a missed activity. You see the real number on their plan rather than a binary.
Meditation that the phone's own health tracking already recorded arrives completed on its own, so a client who meditates through another app is not asked to log it twice.
Logging what they eat
Meal logging is the thing clients abandon fastest, so the app offers five ways in and lets them use whichever is quickest in the moment:
They can photograph the meal and have it identified; scan a product barcode, which is looked up against the Open Food Facts database; photograph a nutrition label when the barcode is missing or unreadable; pick from their library of meals they have logged before, which is by far the fastest route for anything repeated; or describe it in words, typing or dictating aloud — the phone transcribes speech on the device and the description is read the same way typed text would be.
Whatever route they take, the result lands on their day with its macros, and feeds the nutrition figures you see on their chart.
The first week of logging is the hardest, and photographing every meal gets old. Once a client has logged their usual breakfast once, library turns it into two taps. Telling them that during onboarding measurably improves how long they keep logging.
Their profile and account
The profile section is where clients manage their own account rather than their health: the preferences that control notifications and units, the data sources they have connected (Apple Health, wearables, and similar), their payment methods, and the documents you have shared with them or asked them to complete.
Clients manage these themselves. Payment methods added here are the same cards you can charge from the platform, so a client fixing their own expired card resolves a failed payment without anyone at the front desk touching it.
Notifications in the app
The bell in the app's header is a feed of what changed for the client, built from the same records your team works in rather than a separate inbox. It shows a new or updated protocol assignment, new lab results grouped by result date, shop order updates as an order is confirmed, shipped and delivered, an upcoming confirmed session, and a session your team cancelled. The red count on the bell is the number of items newer than the last time the client opened the feed; opening it clears the count.
Separately from the feed, the app schedules reminders on the phone itself for the activities in the client's plan, so a supplement due at 8 am or a stretch due after lunch notifies them at that time in their own timezone even when the app is closed. iOS allows a limited number of scheduled reminders per app, so the app keeps the nearest ones scheduled and refreshes them as the days pass. Chat messages and appointment changes also arrive as push notifications from the server when the client has allowed them.
Push permission is the phone's: a client who declined notifications at install can re-enable them in the phone's Settings for the app. Inside the app, the onboarding flow's notifications step and the profile's preferences decide which reminders are scheduled. There is no staff-side switch for a client's notifications.
On the web instead
Clients who would rather not install an app get the client portal in a browser, which covers booking, their plan, their documents and their billing. The functional difference is wearable syncing: the portal cannot read a phone's health data, so clients who rely on it should be pointed at the app if their programme depends on wearable metrics.
Your public booking page and the marketing pages around it are part of the same client-facing web experience — that is where somebody who has never met you starts. Those are covered under Booking Links and Branding & White-Label.
Next steps
To change the headline number your clients see, open Settings → Client App. To shape what actually appears on their day, build it in Clinical Protocols — everything on the client's home comes from a protocol, an appointment, or something they logged themselves. To understand what arrives back from their wearables, read Wearables & Health Data.