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Getting started

Demo data

Seed your practice with realistic sample records, then remove an unchanged set or archive a modified one safely.

By the end of this page your practice will be full of realistic sample patients, journeys, appointments and conversations, so you can explore without touching real data. You'll also know when SmileLine deletes that sample set and when it must archive it to preserve activity history.

Seed demo data

Go to Settings, then Demo data.

Click Seed demo data, then confirm in the dialog. Seeding takes a few seconds.

When it finishes, the page shows Demo data present with a count of everything that was created — and every page in the app now has sample volume to explore.

The demo data settings page showing seeded record counts

Only owners and managers can seed or remove demo data. Everyone else can view the status but can't change it.

What's included

The seeder builds a believable UK practice:

  • 400 sample patients across every status — fresh enquiries, leads mid-journey, active patients, and inactive or archived records — with British names, fictional UK mobile numbers and values in the practice's accounting currency.
  • Journeys in every stage of your board, with realistic treatment values.
  • Appointments past and future, plus tasks and full patient timelines, so Today, Calendar and Reports all have something to show.
  • Inbox conversations across SMS, WhatsApp and email — including threads from unknown senders so you can try linking a conversation to a patient.
  • Four fake staff members the sample work is attributed to. They can't log in; they exist so assignee lists and leaderboards look real.
  • Any missing vocabularies — tags, practitioners, rooms, appointment types — are created too.

Every record is marked as demo data. An unchanged sample set can be removed together. If staff change its activity history, SmileLine preserves that history instead of relabelling or deleting it.

Remove demo data

Go to Settings, then Demo data.

Click Remove demo data, then confirm in the dialog.

If the sample activity history is unchanged, the status returns to No demo data. Your real records are untouched.

If anyone changed the sample activity history, SmileLine archives the whole linked sample set instead of deleting it. The sample patients, journeys and Inbox threads disappear from active work; demo staff, messaging, PMS connections, resources and automations are disabled. Linked sample referrals and rewards also disappear from active lists and reports, while their recorded history remains intact. The retained records stay explicitly marked as sample data, and that practice cannot seed or remove the sample set again. The page reports Modified sample data archived.

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