Live app sandbox

Therapy Practice Intake Demo

Try a live therapy intake workspace with inquiries, packets, waitlist status, referrals, scheduling tasks, and follow-ups.

Workspace admin

Workspace Owner

Full workspace setup, marketplace, members, records, portal, workflows, and reports.

Workspace admin

App Manager

Manage the app, records, tasks, forms, portal setup, and day-to-day operations.

Workspace admin

Operator

Work the queues: records, tasks, schedules, files, forms, and follow-ups.

Workspace admin

Viewer

Read-only walkthrough for reports, records, and workspace structure.

External portal

Portal User

External portal experience for submitting information and checking requests.

Inquiry triage

Seeded data, role permissions, and editable app surfaces are created from the live marketplace app.

Intake packets

Seeded data, role permissions, and editable app surfaces are created from the live marketplace app.

Waitlist movement

Seeded data, role permissions, and editable app surfaces are created from the live marketplace app.

Referral follow-up

Seeded data, role permissions, and editable app surfaces are created from the live marketplace app.