Practice Mode 

lets Administrators and Managers explore the day-to-day office side of the system–building schedules, managing clients, invoicing–using sample data and without risking the loss of real data. It's a safe space for experiments or for brand-new trials to see a "working" account in action.

Getting Started

• Free-trials:
   A dark-gray "
  Live Mode"
   banner sits at the top of every page. Click the 
  Practice Mode
   button on the right to switch on.
• Any Administrator (trial or subscribed):
   click on 
  user menu › Training Mode
   or edit staff (including yourself) on the 
  Staff Accounts
   page and set 
  Training Mode
   to "On".
• When Practice Mode turns on for the first time you will be prompted with the Practice Mode Configuration screen. There you can choose how many sample Sitters, Clients and Pets to generate.
• If you already have live operational data (services and time blocks) the system keeps that information read-only, otherwise you will be prompted to choose what service types you offer and the system will
• Clicking on "Generate" will create the sample Sitters, Clients, Pets, Visits and Journals. If you don't have live operational data it will also create Time Blocks, Services and Surcharges.
• You can regenerate the sample data at any time by clicking on the "cog" icon in the 
  Practice Mode
   banner to bring up the Configuration again–when you "Generate" again only the sample data is replaced; live operational data never changes.

Using Practice Mode

• Work just as you would in live mode: schedule Visits, edit Clients, create Invoices, run Payroll, etc.–all actions affect sample data only.
• Practice Mode sample data is shared between all staff in your account. Sample data can be only be deleted through regeneration. Operational data and a few other pages are set as Read-only to prevent edits.
• While active, the red 
  Practice Mode
   banner remains at the top of every page. Administrators can leave at any time using 
  Live Mode
   in that banner or from the user menu.
• Managers placed in Practice Mode stay there until an Administrator turns it off for their Staff Account.
• Pet sitters cannot be placed in Practice Mode
  ; for sitter training use individual 
  Training Visits
   instead.

Additional Notes

• Emails triggered inside Practice Mode are clearly labeled "Practice Mode"; mobile push notifications are disabled.
• As an Administrator, you may enter and exit Practice Mode as often as needed–ideal for onboarding new office staff, testing price changes, or simply gaining confidence before booking real clients.