Month Summary
00:00 --- --- Saved
Manage Slot(s)
Select Client for Booking
Session Type
Recurrence (for Booking)
Quick Status Actions (Bulk)
Create New Task
Task Description
Timing
Frequency
Session Notes
Email Communications
Actions
Session Type
Generate Invoice
Bill To (Name on Invoice)
Select Range
Select Sessions
All None
📊 CORE-10 Assessment
CORE-10 Total: 0
Healthy (0-5)
📊 Income Report
Themes
⚙ System Configuration
📧 Comms & Signature
Templates are managed in the scrollable section below.
⏰ Session Grid
🔐 Security
1. Session Reminder
2. Initial Session
3. Payment Reminder
4. Cancellation
5. Availability Email
🧾
Invoice Details
Used to populate generated invoices
📦
Configuration Portability
Transfer your setup between devices — clients, templates & settings only, no session data
To
Client email
Subject
Message
⚠️

Type CONFIRM to proceed

👤 Client Database
Add New Client
Active Clients
Edit Client
Client Details
Edit Task
Task Details
Recurrence Settings
Destructive Actions
🔒
App Locked
🔐 Set Passcode & Encryption Key
Your passcode is used to encrypt your data. You can use any combination of letters, numbers, and symbols.

📖 omdex — User Manual

Full reference guide

🚀 Introduction

omdex — Complete offline scheduling for solo practitioners

✦ Key Features

  • Multi-View Calendar: Week, Month (3/4 weeks or full), Overview dashboard
  • Client Management: Database with fees, online meeting links, bulk booking
  • Financial Tracking: Payment status, PDF invoices, income reports
  • CORE-10 Assessment: Clinical outcome tracking with CSV export
  • Task System: Recurring daily tasks separate from client sessions
  • Email Automation: 4 templates + meeting links
  • Privacy-First: All data stays in your browser — nothing is ever transmitted
  • Mobile View: 28-day scrolling schedule for phones and tablets

👤 Clients & Bookings

✦ Client Database

Sidebar → Client Database. Add unique codes (e.g. "AB12"), session fees, optional Zoom links. Use A→Z to sort alphabetically.

✦ Booking Sessions

  • Click any 🟩 Free slot → Select client → Choose recurrence
  • Marquee Selection: Drag across multiple slots for bulk booking
  • Bulk Actions: Mark slots as ⛔ Busy or 🟩 Free
Conflict Detection: Recurring bookings check for clashes and prompt before overwriting.

💰 Payments & CORE-10

✦ Payment Tracking

  • Click booked session → ✓ Mark Paid / ✗ Unpaid
  • Visual: Green bar = Paid, no bar = Unpaid
  • Income badges: Track Paid vs Projected monthly totals

✦ CORE-10 Assessment

Click booked session → 📊 CORE-10 Assessment

  • 10-question clinical distress measure (0–40 total score)
  • Clinical interpretation: Healthy (0–5) → Severe (25–40)
  • Export: 📋 Copy Summary (formatted notes) or 📊 CSV (spreadsheets)
  • Auto-adds Client Code + Date headers to exports
Copy results directly into case notes or paste into a spreadsheet for outcome tracking.

📋 Tasks & Notes

✦ Daily Tasks (+ Button)

Add recurring to-dos that sit alongside your sessions. Supports Weekly, Fortnightly, and Custom week intervals. Tasks can span multiple days. Tap a task to remove it (single or series).

✦ Notepad

Free-form notes per day — phone numbers, session reminders, anything you need. Auto-expands and persists separately from tasks.

📱 Mobile View

On phones and tablets (screen width ≤ 768px), omdex switches to a streamlined 28-day schedule.

✦ Schedule Feed

A single scrolling list shows your sessions and tasks for the next 28 days, sorted by date and time. Each day has a sticky header so you always know where you are.

  • Tap a session card to open the edit/payment modal
  • Tap a task card to manage or delete it
  • Tap the top bar to scroll smoothly back to today
  • Tap ☰ to open the sidebar — it slides away automatically after any selection
Free slots are shown only for today, keeping future days clean and focused on what's booked.

💾 Data Management

About auto-save: Browser storage keeps 6 months back and 1 year ahead. For bookings further out, use Save .JSON to preserve everything.

✦ Backup Strategy

  • ⚡ Quick Save: Browser storage (6mo–1yr window)
  • 💾 Save .JSON: Full backup — do this regularly
  • 📂 Load .JSON: Restore a complete dataset

⚙ Configuration

✦ System Settings

  • Email Templates: 4 types with custom subject/body + meeting link checkbox
  • Session Times: Edit your grid (e.g. "09:30, 10:45, 11:45")
  • Invoice Details: From address + bank details

✦ Themes

46 themes across 6 categories: Dark, Warm, Nature, Blue/Grey, Light, and Pro. Light themes automatically adjust all text and surface colours for readability.

✦ History

  • Ctrl+Z Undo | Ctrl+Y Redo
  • Unlimited steps, auto-saves before each action

📅 Views & Navigation

✦ Keyboard Shortcuts

← → Previous/Next period | Home Today
1 Week | 2 Overview | 3 3-Week | 4 4-Week | 5 Full Month
H Toggle Sidebar | F Fullscreen | N Show Notes | P Lock (Private Mode)
S Toggle Sorted / Separate tasks | B Hide Busy slots | V Hide Free slots
Ctrl+Z Undo | Ctrl+Y Redo | Esc Close Modal

🔐 Privacy & Encryption

Your data never leaves your device — and only you can read it.

✦ Local-Only Storage

All information — sessions, client records, notes, and financial data — is stored exclusively in your browser's local storage and in any backup files you choose to save. Nothing is transmitted to any server, cloud service, or third party at any point.

✦ AES-256 Encryption

When you set a passcode, the app applies AES-256 encryption — the same standard used by financial institutions worldwide — to all data before it is written to storage. Without your passcode, the stored data is unreadable.

The passcode itself is never stored. Only a one-way cryptographic hash is kept, making it impossible to reverse-engineer your passcode from the stored data.

✦ Encrypted Backup Files

This protection extends to your .json backup files. When you export with a passcode set, that file is encrypted before it is written to disk. When restoring, the app verifies your passcode matches before any data is decrypted or loaded.

✦ Screen Lock

Click the 🔓 padlock or press P to instantly blur and lock the screen — useful when stepping away. The lock activates automatically each time the app is opened if a passcode has been set.

Keep your passcode safe: It cannot be recovered if forgotten — there is no backdoor, by design. Store it in a password manager. Your passcode hint is stored in plain text, so keep it meaningful only to you.