Test and production

Two separate environments: a sandbox to try things out, and your real business.

The dashboard exists in two parallel versions: Production, your real business, and Test, a sandbox. The selector at the top of the menu switches between them.

The Test / Production selector at the top of the menu
The selector sits at the top of the menu, above the sections. In Test mode, an amber banner reminds you on every screen.

What test mode is for

  • See what a gateway and the creation flow look like without paying.
  • Check your CRM credentials work, before committing.
  • Try a template on a staging site without touching the live one.

What test mode does not do

TestProduction
Automatic syncNo — manual onlyYes, per your plan
Gateway lifetimeAutomatically deleted 15 days after creationAs long as the subscription is active
PaymentSimulated, no chargeReal, invoiced