Before you send your first real proposal or launch online booking, walk through the process yourself. You'll catch layout issues, confusing wording, and missing details before a client does — and fix them when it's low stakes.
Creating test records
The Create New button in the top navigation lets you create test versions of anything in your business — proposals, bookings, leads, sessions, and appointments. Fill in realistic details, complete the flow, and then delete the record when you're done.
Create New
Click Create New in the top navigation.
Select what you want to test: Proposal, Booking, Lead, Session, or Appointment.
Fill in realistic test details and complete the process.
Review how everything looks from the client's perspective.
Delete the test record when you're done.
Test with realistic details — a real event date, typical add-ons, and actual pricing. This gives you the most accurate preview of what clients will see.
Testing online booking
For online booking specifically, you have two options depending on how thorough you want to be:
- Start Online Booking from the Create New menu — this runs you through the full client checkout experience, including package selection, add-ons, contract, and payment.
- Preview your booking page by visiting your booking URL directly. You can find it in your Package settings.