The demo client — what it is and how to use it

A built-in example client (Sarah) so you can see a fully-populated dashboard before you have real clients.

Cradled can add a demo client — a pretend mom named Sarah, about four weeks postpartum, with a full history of check-ins, appointment notes, appointments, invoices, contracts, tasks, care-plan goals, and feed posts. It's a tool for seeing what a real, active client looks like before you have one.

Why it exists

When you first sign up, your client list is empty, and it's hard to picture what a populated dashboard actually does — the wellbeing trend chart, how appointment notes behave, what a client's tabs look like full. The demo client shows you, on realistic data.

How to turn it on

  • From the Welcome screen when you first sign in, click Try with demo data, or
  • Go to Account → Business settings and click Try with demo data.

Sarah appears in your client list as a demo client (clearly marked) alongside any real clients.

What you can do with it

Everything you can with a real client — click through her tabs, read her check-ins, open her appointment notes, review her plan progress. Treat it as a sandbox.

What you can't do

  • Send real emails or invoices to Sarah — she isn't a real person.
  • Charge a demo invoice — there's no real card behind it.

Turning it off

Go to Account → Business settings and click Clear demo client. This removes the demo data.

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