Before you start
- You are online.
- You are signed in as an owner or co-owner.
What you'll do
You can load sample leads and services, explore the product, then remove them before working with real customers.
Do this
- 1
Load sample data from the setup guide
The action is idempotent. Pressing it twice reuses the active sample batch instead of creating duplicates.
- 2
Explore without contacting customers
Sample mode suppresses real email, SMS, payment, and sync side effects.
- 3
Convert only when intentional
If a sample record becomes real, confirm any child records that will also become real.
- 4
Remove sample data
The removal confirmation shows counts by type and blocks deletion if real records reference sample parents.
Fastest fix first
- 1
Remove is blocked
A real record may reference a sample customer or service. Convert or unlink that real record before removing sample data.
- 2
Sample data did not load
Check your connection. Sample data requires online access.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.