v1.8 — Calendar v2, Ruby Reception Cockpit, Personalised Dashboards, and a Faster App

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Overview

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Calendar v2 — Built for Busy Clinics

• Spacious, legible layout. Generous hour rails, a colour status ribbon on every appointment card, hover elevation, and tabular-aligned times. Day view has a per-user zoom control (60 / 90 / 120 / 160 px per hour) that remembers your preference.
• Utilization at a glance. Each Week day header shows a booked-vs-operating-hours bar, and each Month cell shows a small utilization ring with the appointment count inside it — plus an hourly heat strip so you can see which hours are busy without opening the day.
• Smart overflow. When four or more appointments overlap in the same band, the extras collapse into a “+N at HH:00” pill that opens a popover with the full list.
• A quiet day still helps. Empty days offer “Add appointment” and “Jump to next booking.”
• Scales to your busiest days. Week and Month views load the full window even on clinics booking 50+ appointments a day, and weeks that span two months show both halves.

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Ruby — A Front-Desk Reception Cockpit

• Day Brief greets the receptionist by name and surfaces the day’s real priorities — patients to confirm, balances to collect at the desk, and no-show risks worth a call. It stays quiet when there’s nothing to act on.
• Prep hints on each appointment row flag a missing doctor, a first-visit consent, an outstanding balance, or a known no-show risk in a single sentence.
• “Wrap up day” opens an end-of-day checklist of the day’s leftovers — visits still in confirmed state, completed visits without an invoice, missed appointments to call back — with one-click batch actions.

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Your Dashboard, Your Way

• Five dental KPIs — Today’s Appointments (with in-chair / completed / cancelled / no-show breakdown), Today’s Collections (with outstanding balance), Chair Utilization, No-show Rate, and Treatment Acceptance.
• Today’s Schedule reads like a chair-side worklist — time, treatment, dentist, status, and a payment dot for who still owes.
• Action Required brings the day’s follow-ups into one place: missed appointments, pending payments, overdue recalls, unaccepted treatment plans, lab cases due, and low-stock inventory — each row links straight to the right screen.
• Revenue by Treatment, Weekly Load, and (for multi-dentist clinics) Provider Performance round out the picture, with quick actions one click from the top.

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A Real Todos Planner

• Full task fields — title, due date, status (Open / Done / Archived), a description with voice dictation (English + Urdu), an assignee picker so admins can hand work to another doctor, and free-form tags.
• A two-pane planner. On the left, your to-dos group into time buckets — Overdue, This week, This month, Later, and No due date — with pinned items on top and a quick ”+ Todo” box in every bucket. On the right, your week’s appointment calendar sits beside your tasks, and any to-do due this week appears as a chip on its day.
• Tabs and search — Open / Assigned to me / Overdue / Done / All with live counts, and search across titles, descriptions, and tags.

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WhatsApp — For Your Whole Team

• Doctors and receptionists can now use WhatsApp — the inbox, sending approved templates, and managing quick replies are available to both by default (analytics stays admin-only). Doctors continue to see only the patients on their own appointment book.
• Automated messages read like real messages — a fired automation shows the actual rendered text the patient received, right in the chat thread.
• A smarter automations editor — the template picker offers only Meta-approved templates (grouped by category), shows a live preview of exactly what the patient will receive, lets you wire variables into URL buttons and header text, and confirms every placeholder is mapped before you save.
• Quotations and receipts attach from the chat sidebar, alongside invoices — one click renders the PDF and stages it on the composer.
• Documents arrive cleanly — invoice, quotation, and receipt PDFs deliver reliably to the patient’s phone with the clinic’s branding, items, totals, and payment details.
• A clearer chat experience — real balance math on invoices, quick actions that land where they should (Book opens the calendar with the patient pre-selected), an avatar on the patient header, and an accurate “waiting for patient reply” indicator.

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Scheduling, Staff & Permissions

• Visiting doctors without logins. Add a visiting doctor from Settings → Staff with a name, email, phone, and optional specialty. They appear in every doctor selector and can be assigned appointments, without a sign-in or an invitation email.
• Unassigned appointments are first-class. Book without picking a doctor, and several unassigned bookings can share a slot. An “Assign doctor” badge appears wherever the appointment is listed, the day view gains an “Unassigned” lane, and a clinician must be assigned before an appointment can start.
• Procedure picker from your Service Catalog. The booking “Procedure” field opens a searchable popover of every service you’ve created, grouped by category with prices.
• Per-clinic, per-role module control. A clinic’s role template can hide a whole section (e.g. Finance for receptionists) — card, buttons, and tab — for that role at that clinic only.
• A truthful staff permissions dialog. It reads the effective permission map straight from the server, and Website Leads permissions are now editable as toggles.
• A reorganised receptionist dashboard — grouped into At a glance, Needs attention, Quick actions, and Today’s schedule, with paginated appointments and action items that deep-link to the exact record.

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Personalisation

• Sidebar order and one-click presets. Drag your sidebar into the order you prefer (Settings → Appearance → Sidebar order), or pick a preset — Front Desk, Chairside, or Billing — to rearrange everything instantly. Presets only reorder what your plan and role already show.
• It follows you everywhere. Your sidebar order is saved to your account, so it travels to every device.
• A real theme preview. The Appearance “Live Preview” shows your colour scheme on a miniature version of the actual app — sidebar, cards, a chart, and a list row.

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Faster Everywhere

• Instant navigation. Moving between sections keeps your place and the data already on screen, so the app feels immediate.
• Quick revisits. Patient tabs, billing lists, prescriptions, reports, clinical notes, files, imaging, and more open instantly on a return visit within a session.
• Faster first load. The app downloads about a quarter less on every visit, and patient X-rays, scanned forms, and signed invoices serve from the nearest Cloudflare edge after the first view.
• Faster documents and settings. Settings load only the tab you’re on, and the PDF engine warms up in the background so the first invoice, quote, receipt, or prescription opens instantly.
• Cleaner notifications. The notification bell is tidier, items are clickable through to what they’re about, and there’s a “Load more.”
• End-of-day report email is now off by default — turn it back on under Settings → Notifications if you’d like it.