Build 303 · Inquiries as a list: the Inquiries page is a list that keeps every inquiry, with status Active, Closed-Client or Closed-Lost; click a row for the details and buttons, including Add to a client.
Build 302 · Delete time off requests: you can Delete your own time off request until its first day; after that only an Admin can. Admins also have All requests under Approvals.
Build 301 · Shorter request form: the "It’s OK for Imprint Equine to contact me…" box is gone from the Request information form; sending the form is the request to be contacted. The text-message box stays.
Build 300 · Text consent: the Request information form has a tick box to agree to text messages (with the STOP / HELP wording). Inquiries and clients show who agreed and when.
Build 299 · View photos: .jpg and .png photos in the Media Server have View: the photo opens in the window, with ‹ › to step through the folder's photos.
Build 298 · Play videos: videos in the Media Server have ▶ Play: they stream straight from the server into a player in the window.
Build 297 · Big videos: the Media Server takes files up to 5 GB. Files over 100 MB upload in pieces (Cloudflare's own page stops at 300 MB).
Build 296 · Pharma for a condition: Add Pharma's For lists the horse's entries grouped Medical, Behavior and Event, and every entry row has + Pharma.
Build 295 · All pharma in one list: the horse's Pharma section lists every supplement and medication, stand-alone or for a medical condition (entered on the condition or here with For medical condition).
Build 294 · Rename media files only: Rename and the name boxes before upload are for media files; .wav recordings and .json files keep their names.
Build 293 · Media Server names; Upcoming: when you add files to the Media Server you can change each name before it uploads, and every media file there has Rename (Admin & Mgt). The Upcoming page is off the menu; Sessions this week on Home and the Calendar show what's booked.
Build 292 · Client list: the internal comments sit on their own line under each client, across under Industry, Phone and Email; the Inquiry isn't shown in the list.
Build 291 · Inquiry field on clients: a client made from an inquiry keeps what they wrote in a new Inquiry field; Comments (internal) is for staff notes. Clients made from inquiries earlier have that text moved out of Comments into Inquiry by itself.
Build 290 · Pre / post windows: in the recording reader, where the green pre box overlaps the blue post box, dragging inside the green box now slides it (it used to stretch the blue one). The box you're pointing at is outlined thicker.
Build 289 · Mgt: Home no longer shows Using the app now or Clocked in now to Mgt. Mgt get an email for every new inquiry and everything new on New from Clients (see Home).
Build 288 · Reviewer comments on each item: in a review, the reviewer scores each item and can write a comment under it. A person's supervisor can now score and comment on their team's reviews too (HR › Reviews › My team's reviews), as well as the Admins.
Build 287 · Performance reviews and barn WiFi: HR › Reviews: Admins send a person a self evaluation, the person scores each point 1–10 and writes their Areas of excellence and Areas for improvement, and the Admin enters their own scores and areas. Cortex shows the difference on each point and over time (see HR). Clinics have a Barn WiFi network and password, shown on the clinic page with Copy.
Build 286 · Onboarding sections: on a person's checklist each section has + Add item (for everyone's checklist or only that person) and every item has Remove. + Add a section makes a new section.
Build 285 · Onboarding: Admin page › Onboarding: a checklist for each person (payroll, accounts such as Nextiva, Cloudflare and R2, subscriptions, state LLC, car insurance, their SOPs and forms…) with tick boxes, the date each was done, and the date onboarding started and finished. Admins only.
Build 284 · Did the text arrive? Each text now shows Delivered or Not delivered with the reason (for example, the business texting registration isn't approved yet). Communications › Texting shows the registration status and the last texts sent.
Build 283 · Texting setup box: Communications › Texting (Twilio) shows which number Cortex texts from and whether replies come to Cortex. Connect replies to Cortex sets that up in Twilio for you; Send a test text checks it.
Build 282 · Texting (Twilio): owners who prefer texts get portal notices and the automatic reminders by text. Their replies show on the client page under Texts (with a reply box) and on Home under Texts from owners, and are emailed to imprintequine@gmail.com. Owners who reply STOP aren't texted again.
Build 281 · Send goes to the portal: on the horse page, Send, Remind and Send again (intake, consent, new client packet, assessment, photos & videos, testimonial) put the form on the owner's portal and email them once that a new form is waiting there, with only the link to their page. No more text / email / copy choices there.
Build 280 · Dumbbell report and Reading status: a new Dumbbell report (titled Before & After) shows each band's coherence before and after the pulses against the normal range. Admins get Admin › Reading status: who still has SOPs and forms to read, and who has read which one and when.
Build 279 · Shipping details: users have a cell phone, other email, shipping address and delivery notes (Users › Contact & shipping, or Equipment › Ship to for your own). Admins see the ship-to address with every consumable or equipment request.
Build 278 · Let the owner know: a tick box next to Add to owner portal on every report. When ticked, Cortex opens a ready-made email or text to the owner saying there's something new on their page, with the link.
Build 277 · Order other equipment: on Equipment, techs can also ask for any other kit or Stock item, ticking Broken or Lost and describing what happened. Portal visits count once per 15 minutes per device.
Build 276 · Portal visits: Cortex counts each time an owner opens their portal. The Clients list has a Portal column and filter, and the client page and form show visits, the last visit and whether they're active on the portal (a visit in the last 90 days).
Build 275 · Consumables and one Reports button: techs open Equipment to order consumables (Order: ask and an Admin sends it; Self order: where to buy it). Reports opens the report page straight away (no list). Reports go to owners only through Add to owner portal (Email / Text to client are gone). The Recording and COH reports are titled Session Recording and Session Coherence.
Build 274 · Shorter report list: Progress Line #2 and Recording Progress are gone. The reports are now Progress Line, Gauge-light, Gauge-dark, Detail, Balance, Recording, COH and Narrative Summary.
Build 273 · Pulses: what Cortex used to call pulses (pulses) are now called pulses everywhere: screens, reports, the reader and this manual.
Build 272 · Coherence Phases report: coherence before, during and after the pulses on one landscape page (Reports ▾ › COH). See Reports.
Build 271 · Photos and videos with owner updates: owners can add up to 5 photos or videos to an update from their portal. They show with the update on the horse page and are added to the horse's Photos & Videos.
Build 270 · Owner updates and tighter access: owners can send an update about each horse from their portal; it shows on the horse page and on Home (see Owner portal). Recordings to review and Mark reviewed, Equipment, Stock and Report wording are now for Admins only; the Users page is for Mgt and Admins only. The build 269 chart smoothing was taken out: the recording charts are back to how they were.
Build 268 · Company holidays and Show recording from the list: Admin & Mgt enter the paid company holidays under HR › Company holidays; everyone sees them there and on the Calendar, and time off requests don't count them. Admin & Mgt can open any session's recording straight from the Sessions list or the horse's Session Data (WAV ✓ or Reports ▾ › Show recording) and move the pre / post windows and the coherence zoom.
Build 267 · Ask Claude: Mgt and Admins can ask questions about clients, horses, sessions, money and the calendar in plain English (see Ask Claude).
Build 266: the manual now says that data is not saved in private browsing windows (see Signing in).
Build 265 · User manual: this manual, opened from Help in the top bar. It opens at the page you're on.
Build 264 · Reorder points: each Stock item has a Reorder at box. At or below it, the item shows Reorder. If giving a kit takes Stock below zero, the item shows red Order ASAP · short n, on Stock and on Home. The tech kit list has Kit given and Taken back date columns.
Build 263 · Tech kits: Give kit gives a tech every missing kit item and takes it out of Stock. Each item can be Returned (back into Stock), Broken or Lost (not back into Stock). Take kit back returns everything when a tech leaves.
Build 262 · Stock: the standard tech kit lives in Stock with prices, order links and discontinued dates (with "replaced by").
Build 261: clinic closeout, clinic profit & loss, mileage (company vehicle and personal car), equipment, and offline mode.
Build 260: only Admins delete records. Sold and deceased horses go to the bottom of a client's horse list, shaded.
Build 259 · EQstim Import: reads each imported recording into its session and flags anything unusual.
Build 258: amplitudes everywhere are shown on the Cortex scale. Comments now go to "the owners of Imprint Equine".