Getting started
Try it out with sample data
Add a few pretend leads, bookings and an invoice so you can practise — then remove them in one tap.
Before you start
- The Getting started card is showing on the Command Centre.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Command Centre. On a phone, tap the ☰ menu button at the top first.
In Getting started, tap Try with sample data.
Sample people are marked (sample). Open them, move them, send pretend invoices.
When you're ready, tap Remove sample data, then Yes, remove it.
✅ How do I know it worked?
- Only people marked (sample) disappear. Your real leads stay.
⚠️ Common mistakes
ProblemYou emailed a sample person.FixSample emails use made-up addresses. Nothing reaches a real person.