Farin Farin
Dashboard and search

Use demo mode for training and sales walkthroughs

Use demo mode when you need a safe environment for training, practice, or product walkthroughs without changing real company data.

4 min read Updated Mar 18, 2026 Managers, trainers, and sales users

Use demo mode when you need to teach, present, or explore without risking real operational data.

It is especially useful for sales walkthroughs, new-manager training, and first-pass feature practice.

Quick facts

Start here

  • Demo mode is for safe exploration, not real setup.
  • Use it when the goal is understanding the workflow, not completing a live task.
  • Move back to the real workspace only when the team is ready for real setup.

Step 1: Enter the demo path on purpose

Open Try Demo when the goal is training or presentation instead of live configuration.

Demo mode is helpful when the team needs a guided environment for training instead of a live company workspace.

Step 2: Keep the goal clear

  • Use demo mode for teaching the workflow and naming the major screens.
  • Move back to the real workspace when you are ready to make live settings and real records.
Use demo mode only for safe walkthroughs and training, then return to the real workspace when it is time to do live work.

Related guides

Keep going

Getting started 4 min read

Use the onboarding checklist and welcome modal

See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.

onboardingchecklistwelcomedemo
Getting started 4 min read

Create your company and first location

Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.

onboardingcompanylocationsetup
People 5 min read

Invite staff and launch staff onboarding

Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.

staffusersonboardingpermissions
Wholesale 5 min read

Configure wholesale onboarding, portal settings, and payment methods

Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.

wholesalesettingspaymentsonboarding