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✦ AI-EnhancedAll Systems Live
Clients
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Counting…
Avg Fulcrum
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Waiting on scored assessments
Monthly Revenue
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From active memberships
Coaches In Training
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Academy enrolled
Certs Awarded
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Method certifications
Alerts
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Nothing needs you
Fulcrum Score Trends
Location Overview
Madison Ave · NYHQ
No figures yet
Fort Lee · NJActive
No figures yet
The Greenwich · NYGrowing
No figures yet
Recent Activity
🎓
Coach Davis passed Module 4 — GMR Level 2
Score: 94% · 1h ago
📊
HRV CSV imported — Marcus W.
Fulcrum ▲+2.1 · 2h ago
🔒
Protocol v2.1 locked — HBOT Phase 2
IP recorded · 3h ago
📋
Practical scorecard submitted — Coach Thompson
Awaiting Dr. Morris review · Yesterday
Academy Progress
Compliance
HIPAA Audit Log
Current
Consents Signed
—/—
Active Enrollments
6 coaches
Protocols Locked
24
Morris Method™ Training Academy
Proprietary certification courses · Video · Written content · Tests · Practical scorecards
Total Courses
7
5 active · 2 draft
Total Modules
48
Across all tracks
Coaches Enrolled
6
All locations
Certs Awarded
14
IP documented
Pending Reviews
3
Practical scorecards
Quick Add ContentAdmin Only
Course Modules
Coach Progress
Course Info
Module Navigation
Your Notes
Assessment Info
Questions
Passing Score80%
Time LimitNone
AttemptsUnlimited
Progress
Practical Reviews
Coach submissions awaiting Dr. Morris review and scoring
Pending Reviews
Recently Scored
Coach Davis — GMR Level 2 PracticalPassed
Score: 88/100 · Reviewed by Dr. Morris · Jan 8
Coach Thompson — NMR PracticalPassed
Score: 91/100 · Reviewed by Dr. Morris · Jan 5
My Learning
Your enrolled courses · Progress · Certificates earned
Courses Enrolled
3
Modules Completed
18/32
Certs Earned
2
Continue Learning
My Certificates
Certification Manager
Morris Method™ certification levels · Protocol access gated by certification
🥇
Morris Method™ Master
Level 3 · Full authorization
Publish & lock protocols · Full admin protocol access · Can train and certify coaches · Represent the Morris Method™ brand
Certified staff1
🥈
Morris Method™ Level 2
Advanced · Draft + Apply
Draft protocols for review · Apply all locked protocols · Access Fulcrum Assessment data · Full session logging
Certified staff2
🥉
Morris Method™ Level 1
Foundation · Apply Only
Apply locked protocols only · Log completed sessions · Client check-in data · No scoring formula access
Certified staff3
Coach Certification Status
Protocol Access Matrix
| Protocol Type | Min. Level | Can Apply | Can Draft |
|---|---|---|---|
| Fulcrum Assessment™ | Level 2 | Level 2+ | Level 2+ |
| HBOT / O₂ Box | Level 2 | Level 2+ | Level 2+ |
| NMR / Neuromuscular | Level 2 | Level 2+ | Level 2+ |
| Recovery Protocol | Level 1 | All levels | Level 2+ |
| Stress Reset / PEMF | Level 1 | All levels | Level 2+ |
| Red Light Protocol | Level 1 | All levels | Level 2+ |
Client Roster
All locations · Live data
| Client | Location | Athlete Category | Program | Coach | Fulcrum | Change | Status | Next Session | Membership | Actions |
|---|
Location Management
🔑 Kiosk Mode · Per-Location PIN
Required to enter or exit Kiosk Mode at this location. Set a 4-digit PIN for the lobby iPad.
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👤 Default Coach per Location
New clients created at this location are auto-assigned to this coach. Staff can override per client in the Edit Client modal.
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Primary HQNew York
Madison Ave
575 Madison Ave · New York, NY 10022
12
Clients
74.2
Score
$22K
Revenue
ActiveNew Jersey
Fort Lee
200 Main Street · Fort Lee, NJ
14
Clients
71.8
Score
$16K
Revenue
GrowingNew York
The Greenwich
125 Greenwich Street · New York, NY 10006
8
Clients
69.4
Score
$10K
Revenue
Cross-Location Performance
Session History
A record of sessions that were delivered. Sessions are recorded by finishing the work on Today.
Today's Sessions
Protocol Library
Morris Method™ · Version-controlled · IP protected · Evolution chains
🔐
Morris Method™ IP Protection Active
Published protocols are version-locked and cannot be edited. Coaches apply but cannot alter master versions. Evolution chains control client progression automatically.
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Locked
—
Drafts
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Assigned
📋 Protocol Library
👥 Client Assignments
🔄 Evolution Chains
Data Import Engine
Blood Panel · HRV · Metabolic · Any format → Fulcrum Score™
Upload Assessment File
⚠ Confirm Client Biological Sex
Required for accurate Morris Method™ reference range matching. Default is Male.
📄
Drop file or click to browse
PDF · CSV · TXT · JSON
Spreadsheets and images cannot be read yet. Type the numbers into a plain text file, or ask the vendor for a PDF or CSV export.
Recovery optimization reference only. Not medical advice. All results should be reviewed with a licensed physician.
Extraction Results
🔬
Upload a file to begin extraction
Blood panels · HRV exports · Metabolic reports
Fulcrum Score™ Dashboard
All categories · all locations
74.2
Avg Score
All locations · ▲ +3.1
Score Distribution
By Location
Madison Ave74.2
Fort Lee71.8
The Greenwich69.4
Outcomes Database
De-identified aggregate data · Core asset for investors
Total Data Points
12,847
Avg Improvement
+18.4%
Over 90 days
Protocol Efficacy
87%
Retention Rate
91%
Industry avg: 68%
Outcomes by Protocol
Improvement Timeline
Revenue & Membership
$48.2K
Monthly Revenue
▲ +12%
$524K
Annual Run Rate
$1,418
Avg / Client
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Retention
$—
12-Month Client Value
Revenue Trend
Membership Mix
Memberships
Billing cycles · Contract status · Renewals & expirations
$48.2K
Monthly Recurring
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Active Memberships
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Expiring ≤ 30 Days
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Paused
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Avg Contract Value
⏰ Coming Up — Send Renewal Reminders
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Churn Risk & Re-engagement
Who needs a check-in today · Pattern-based, transparent scoring
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🔴 High Risk
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Risk score ≥ 70 · Reach out today
🟠 Watch
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Risk score 40–69 · Monitor closely
🟢 Healthy
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Risk score < 40 · Stable engagement
💰 Revenue at Risk
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MRR from high-risk clients
📐 How risk is calculated
click to expand
Calculating risk scores…
Coach Utilization
Sessions delivered · Capacity vs scheduled · Caseload · Outcomes
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Sessions Delivered
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Hours Delivered
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Team Utilization
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No-Show Rate
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Active Clients
📐 How utilization is calculated
click to expand
Computing utilization…
Attribution & Referrals
Sources · Funnel · Named referrers
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📊 Sources
🔻 Funnel
🤝 Named Referrers
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Total Attributed
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Top Source by Volume
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Best Retention
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Highest LTV Source
💡 Where Your Money Goes Furthest
Computing…
📐 How these numbers are calculated
click to expand
Source Detail
Pick a source above to see the clients it brought in.
Smart Alerts
Live intelligence · What needs your attention right now
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All
🔴 Urgent
👥 Clients
🎓 Coaches
📅 Bookings
✅ Tasks
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Urgent
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Warnings
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Info
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Wins 🎉
🔄
Running checks…
Task Manager
Assign · Track · Complete · Alert
Open Tasks
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In Progress
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Completed
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Overdue
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Team Messages
Internal communication hub
Client Inbox
All client message threads in one place
Select a client thread on the left to read and reply to their messages.
Team Meetings
Schedule · Host · Record · Follow up
📅 Upcoming
📋 Past
Loading meetings…
Today
What do you want to get done today?
What do you want to get done today?
📋 Today
Work: 0:00
▸ 📥 Backlog
0
🌙 Shutdown
▾ 🗂 Task Ledger — the single home for every task
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| Task | Owner | Area | Priority | Status | Due | Source |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New Task
Schedule Time
📅 Outlook Sync
Connect your Microsoft 365 account to sync your time blocks with Outlook Calendar. Changes flow both ways — block time in the planner and it appears in Outlook; reschedule in Outlook and it updates here.
What gets synced
• Your time blocks ↔ Outlook calendar events
• Channel names → Outlook categories (color-coded)
• External Outlook events show as read-only in the planner
Manage Channels
Channels group tasks by project or area. Sub-channels live under a parent. Only you see your channels.
New Task
Schedule Team Meeting
Update Task
External Documents
From practitioners · Labs · Specialists · All client records
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Total Documents
—
Pending Review
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Reviewed
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Practitioners
📋 All Documents
🔗 Upload Links
📂
Loading documents…
🔗 Generate Practitioner Upload Link
This creates a secure, unique link for a practitioner to upload documents directly to a client's record. The link is valid for 90 days.
Document
Research & Outcomes
Real World Evidence · Morris Method™ Outcomes Registry
📊 Overview
📈 Outcomes
👥 Cohorts
📝 Publish
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Research Consents
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Outcome Snapshots
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Avg Fulcrum Improvement
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Total Data Points
Fulcrum Score™ Population TrendAll consented clients over time
📊 Key Findings
Log outcome snapshots to generate findings
🔒 Research Consent ManagerClients who have consented to data use
Change Role
Current role:
⚠ Role changes take effect immediately on next login.
📍 Manage Location Access
Role:
Choose what this person can do at each location. Admin = full edit. View only = can see clients/data but cannot edit, add, or delete. No access = location is hidden from their switcher entirely.
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Edit Team Member
Turn on for an admin or front-desk person who also coaches clients. Adds them to every coach picker (booking, sessions, day sheet).
📍 Location Access
Admin = full edit · View only = read-only · No access = hidden from their switcher.
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🗑 Remove Team Member
You are about to remove from the team. They will be deactivated and hidden from all staff views. Their session history and records are preserved. You can bring them back at any time by re-inviting them.
💳 Charge Add-On
Tap a service to open its secure Stripe payment page. The client can pay on this device (tap-to-pay) or you can send them the link. Prices are set in Stripe.
+ Log Outcome Snapshot
Record a weekly or session outcome for research tracking. All fields are optional except client and date.
OUTCOME METRICS (0 = worst · 10 = best)
CRM & Sales
Individual Pipeline · Corporate Accounts · Campaigns
👤 Individual Pipeline
🏢 Corporate Accounts
🔁 Nurture Campaigns
📋 Activity Feed
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Total Leads
—
New This Week
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Demos Booked
—
Converted
+ New Lead
+ New Corporate Account
PRIMARY CONTACT
PROGRAM DETAILS
Log Activity
New Nurture Campaign
Lead Source: exact match against a lead's source field. Tag Prefix: enter one prefix (e.g.
event-) — matches any lead tag starting with it. Lead Stage: exact match against pipeline stage (e.g. New Lead, Contacted).
New campaigns always start as Draft. Add your steps, then use Activate on the campaign detail
page when it's ready — draft and paused campaigns never enroll a lead or send anything.
New Step
Use
{first} for the lead's first name. Use {go:vo2}, {go:gm}, etc. to drop a
tracked link for that token anywhere in the body (independent of the Link Token field above, which is for
your own reference only).
RICH CONTENT (OPTIONAL)
Renders below the body text above, in this order: Image, Buttons, Video, Calendar Invite. Leave any
section empty to skip it.
🖼 Image
🔘 Buttons
Email Preview
This is the actual HTML that would be sent (personalization tokens like
{first} are not yet resolved to a real lead).Operator Library
Training manuals, SOPs & protocols — role & location scoped
Loading…
All
Training
SOPs
IP & Protocols
Financial
Legal
General
📚
Loading manuals…
HIPAA Audit Log
Compliant
Events Today
28
Total Events
142
Flagged
1
Last Export
Jan 10
Client Intake Form
Fill out for new clients · Saves directly to their record
📤 Send to new clients before their first session
nova-key.netlify.app — copy link to share
Personal Information
Emergency Contact
Health History
Goals
Lifestyle
Consent
Midtown Biohack™ provides recovery optimization and performance coaching only — not medical care, diagnosis, or treatment of any kind.
Booking Calendar
Client scheduling · Coach calendar · Availability
📅 Calendar
📋 Bookings
⚙ Hours
Front Desk
Today's flow · Check in · Track who's where
0
Scheduled
0
Upcoming
0
In Session
0
Completed
0
No-Shows
🔍
Auto-refreshing every 30s
Booking Settings
Booking Rules
HBOT Schedule
Recurring template + one-off overrides · per location
Weekly Template
The recurring pattern. Slots here apply every week unless overridden below.
Pick a location to begin.
This Week's Overrides
Pick a location to begin.
Override This Day
Book Client into HBOT
Slots come from this chamber's weekly template for the chosen day.
Purchase HBOT Sessions
Total · — HBOT session credits
$—
Coach Day Sheet
What each client should be doing today — derived from their protocol, phase & training.
Booked
—
—
Sessions Complete
—
Blocks Delivered
—
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Machine Capture
Record what happened at the machine. Loads in pounds.
1 · Who
Loading clients…
2 · What kind of session
Training is tracked for progress only and never affects the Fulcrum Score.
Slot a Task
—
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Program Builder
Build a session from the library (or type anything), then apply to the whole group — or just a few — or one person. The Day Sheet shows each client the union of their layers.
Booked Today
—
—
Selected
0
Items Added
0
🧩 Item Library
Loading library…
Tap an item to add it to the selected clients. Library items track cleanly; custom text is the free-form escape hatch.
👥 Today's Roster
Loading roster…
📋 Resolved plan by client
group applied to a selected set (2+ clients)
indiv added to one client
What you're building: a layered plan. Apply group items (select many → one tap) and individual items (select one → tap). The Coach Day Sheet then shows each client the union of their layers as checkable blocks. Library items are reusable + trackable; the "type anything" box covers one-offs. No classes. The group is just the clients you select from today's booked roster.
Consent & Waivers
Signed
—
of — clients
Pending
—
Templates
6
Client Consent Status
| Client | Location | General | Program | Date Signed |
|---|
Program Builder
Pick a member, set the block, and the engine drafts it. Nothing reaches the member until you review the safety manifest and release it.
Program Builder is not enabled yet
The database functions this page calls have not been applied to Nova Key. Once they are, this page works with no further update.
No members in your builder scope
Coaches see the members assigned to them. Location admins see their location. If someone is missing, ask an admin to set the assigned coach on that member.
1. Member
2. The block
10 to 45. The 45-minute ceiling is a house rule and the engine trims to it.
Tap everything the member has. "None" and "Bodyweight" are both valid choices.
Queued
Waiting for the engine to pick this up. This page checks every 3 seconds.
The build did not complete
Draft for
Blockers
Holds
Safety manifest
What the member will read
The plan
Release check
You are releasing this program to . Before you release, confirm each point:
1
The member's readiness questions are on file. status If flagged, any guidance the member brought from their own licensed professional is recorded and this program follows it.
2
Loads, ranges, and progressions are within what you have observed or measured for this member, and the first week starts below that.
3
This program is training and load management. It does not attempt to rehabilitate, correct, or work around an injury or a health issue. If the member needs that, it is outside our scope and you have said so in the notes rather than in the program.
4
The member will see this as suggestions they can adjust, skip, or stop, and the every-program line will be shown with it.
Reject this draft
Staff & Stakeholders
Coaches · Staff · Investors · Role-based access
🎓
Coach
Full platform access · Session logging · Client management · Protocol delivery
👤
Staff
Limited access · Booking & scheduling · Client check-in · No financial data
📊
Investor
Read-only · Revenue dashboard · Platform metrics · No client data
⚡
Admin
Full platform access · All settings · IP management · Financials
Team Directory
Scoring Engine
Admin-only formula · Per-category weights · Changes audit-logged
Athlete Category
Each category has its own formulaCategory Weights
Total100%
Formula (Admin Only)
⚠ IP Protection: Fulcrum formulas visible to Admin only. Coaches see scores but not weights.
Investor Dashboard
Read-only · Business metrics · IP assets · Growth story
🔐 IP Protected
💵 Real Income · live from payments
$—
Today
$—
Last 7 Days
$—
Last 30 Days
—
Payments (30d)
By Location · Last 30 Days
Madison Ave
$—
Fort Lee
$—
The Greenwich
$—
Intellectual Property Assets
🧠
Morris Method™
🔬
Fulcrum Assessment™
💪
Gray Matter Recovery™
⚡
Fulcrum Score™
🎓
Training Academy
Business Metrics
Monthly Recurring Revenue
$48,200
Annual Run Rate
$524,000
Retention Rate
—
12-Month Client Value
$—
Outcome Proof
Avg Fulcrum Improvement
+18.4%
Protocol Efficacy illustrative
87%
Certified Coaches illustrative
6
Scale & Moat
Active Locations
3
Total Clients
34
Proprietary Courses illustrative
7
Revenue Growth
Partner Portal Access Codes
Generate & manage codes for the partner portal · Investor · SPV · Who We Are · Media & Press
🔐 Admin only
Generate New Access Code
🔗 Link to CRM Lead (optional but recommended)
Portal Type *
Generated Code
Recipient Name *
Organization
Internal Notes
MW
Marcus Williams
Gray Matter Recovery · Madison Ave
● Active Member
82.4
Fulcrum Score
▲+4.2
Trend
12
Sessions
📅 Upcoming Sessions
No upcoming sessions — click Book to schedule
📒 Recent Sessions
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📋 My Care Plan
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🎯 My Goals
Loading goals…
Today's Check-In
Sleep Quality8
Energy Level7
Stress Level4
Pain Score2
⚕ Recovery Optimization — Not Medical Care
Midtown Biohack™ and the Morris Method™ platform provide recovery optimization and performance coaching services only. We are not a medical practice and do not provide medical care, medical advice, diagnosis, or treatment of any kind. Your Fulcrum Score™ and check-in data are coaching tools — not medical assessments. Always consult a licensed physician or qualified healthcare provider for any health concerns, symptoms, or medical conditions. In case of emergency, call 911.
⏳
Your account is being set up
You're signed in, but your coach hasn't finished linking your profile yet.
This usually takes a few minutes. Please check back shortly — or reach out to Midtown Biohack if you need help today.
What's happening behind the scenes
Your login email is verified. We're matching it to your client record so your readiness scores, bookings, and protocols show up automatically. No action needed on your end.
Book a Session
Pick a session type, then choose a time
1. Session Type
2. Location
3. Date & Time
Pick a date to see open times
Confirmed instantly when credits are available. Bookings need 2 hours notice. Cancel from your portal up to 24 hours before.
Messages
Your coaching team
💡 Messages are for general coaching questions. For anything urgent, please call your location directly. Not for medical or emergency use.
My Documents
Lab results, intake paperwork, and shared files
📁 Your Files
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🔒 Files you upload are visible only to you and your coaching team. Accepted: PDF, JPG, PNG, DOC/DOCX (max 10 MB).
Billing & Plan
Your membership, sessions, and payment history
Current Plan
Program
—
Billing Cycle
—
Price
—
Next Renewal
—
Sessions This Month
— / —
Credits refresh on the 1st of each month. Unused credits expire at month-end.
💳 Payment History
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Membership Actions
All membership changes are handled by your coaching team. They'll follow up within 1 business day.
Intake Form
Help us understand your goals and history
Goals & Performance
Health History
Lifestyle
Your responses go straight to your coach. You can update this form anytime by returning here.