Test new processes confidently in a Sandbox space

Learn about the Sandbox module

Download the Sandbox module brief:

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Related Help Guide Pages

• Sandbox and Test Platform InformationPreview

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When should I consider adding a Sandbox site?

A Sandbox is valuable if you are currently:

• Avoiding making changes because you’re worried about impacting live data

• Testing directly in your live platform (and risking mistakes!)

• Rolling out new processes without fully validating them first

• Onboarding or training staff in your live environment

• Unsure how new features, changes, or integrations will behave

Without a safe testing space, even small changes can feel risky. This leads to hesitation, errors, or slower progress.

How a Sandbox site helps

A Sandbox is an optional environment that sits alongside your live platform, allowing you to safely test changes, try out new functionality, and train your team without affecting real users or data.

1. Safely test changes before using them live

Trial new processes, emails, configurations, and integrations in a risk-free environment. You can validate everything works as you expect, before applying it to your live platform.

2. Train your team without impacting real customers

Give new starters hands-on experience in a real platform, without worrying about accidental bookings, cancellations, or communications being sent.

3. Refine and optimise your processes

Experiment with improvements to your operations, reporting, and automation. Test different approaches and adopt what works best.

4. Get familiar with new feature releases and platform updates

Explore new functionality and understand how it fits into your processes so you can jump into them in your live platform with confidence.

🎯What benefits will I gain from using a Sandbox site?

With a Sandbox environment, you will:

• Reduce risk across your platform
  Test changes safely without impacting live data, customers, or operations

• Make changes faster and with more confidence
  Validate your ideas, and collaborate with other admins on them before rolling them out

• Improve the quality of your processes
  Refine your Workflows, Course structures, custom setups, and automations through testing and iteration

• Deliver better team training
  Provide a safe, hands-on environment for onboarding and upskilling

• Adopt new features more effectively
  Explore and understand updates before introducing them into your live setup

Is a Sandbox worth it for my business?

Let’s talk about time savings! The Sandbox is designed to reduce the time your team spends fixing configuration mistakes, hesitating on process improvements, while giving you a safe space for new team members to practice freely - reducing the time to onboard them.

For a typical training company, the biggest time savings come from two areas:

• Reduction in live platform errors

• Faster onboarding & rollout speed

1. 90% reduction in live platform errors

• Without Sandbox all testing happens in live which leaves high exposure to errors

• With Sandbox testing can be done safely before new courses, communications, processes etc. are launched, and only edge cases reach live.

  Estimated reduction:

  • For every ~10 live-impacting issues → ~8–9 will be caught by Sandbox testing.

  That’s approximately a 90% reduction in live errors, which directly:

  • Protects customer experience

  • Reduces firefighting

  • Maintains operational stability

2. Faster onboarding & rollout speed

Without Sandbox new admin onboarding requires:

• Shadowing live work

• Careful supervision

• Limited hands-on practice

• New processes are rolled out cautiously and slowly

With Sandbox:

• Admins can practice freely

• Experienced admins do not need to spend time overseeing

• Processes can be tested and refined quickly

Estimated impact:

• Onboarding time reduces from ~6 weeks → ~3 weeks

This supports a 2x faster onboarding and rollout speed

3. Faster new process launching

In many training organisations, the biggest delay in rolling out improvements isn’t technical capability - it’s hesitation.

Without a safe testing environment, teams naturally slow down decision-making and implementation to avoid disrupting live bookings, customer communications, and vital processed.

For a typical 10-admin training organisation:

• A process change that previously took 3–4 weeks to plan, test, approve, and release

• Can now be completed in 1–2 weeks using safe iteration in Sandbox

This effectively doubles the speed of process improvement delivery across the organisation.

Sandbox removes the natural hesitation that comes from working in a live environment, allowing teams to move from “let’s be careful” to “let’s test and improve”.

🧪 Would you like a Sandbox?

If you’d like a safe space to test changes, train your team, or explore new functionality without risk to your live platform, a Sandbox could be a great fit for you.

Speak to your Customer Success Manager to explore your options and see whether a Sandbox could support your goals.