The Sandbox is a separate practice environment for your lab, where you can learn Pilot and build your setup without touching your live lab. Use it to train new staff, try out products, prices, workflows and production setups, or prepare your whole setup before your go-live date and then repeat it in your live lab.

You always know you're in the sandbox: a yellow SANDBOX banner runs across the top of every page. Click the banner at any time to open this guide.

Click the workspace menu at the top of the sidebar (it shows your lab's name) and choose Sandbox.

Every lab gets its sandbox along with its live lab, at its own address: if your lab is at yourlab.pilotlms.com, your sandbox is at yourlab-sandbox.pilotlms.com. The first time a teammate opens it, Pilot creates their own sandbox account with the same name, login and role they have in your live lab.

Your sandbox and your live lab both start with the same settings, roles, and PDF and email templates. On top of that, the sandbox comes with sample data so you can try things right away:

Your live lab has none of this sample data: you build it with your real customers, products and production setup.

Almost everything in the sandbox works exactly like your live lab. A few things are changed so that nothing you do there reaches a customer or costs money:

These integrations are marked Not available in sandbox on the Integrations page.

To see how cases come in from intraoral scanners, add sample cases. Click Add sample cases in the workspace menu at the top of the sidebar, at the bottom of this guide, or next to Intra-oral Scanner Portals on the Integrations page.

Within a minute or two, the sample cases show up on the Cases page in Entry, just like cases sent from an iTero scanner, from a made-up practice called Sample Dental Office. They cover a mix of case types (an implant crown, a crown, and a remake) and come with scans, the iTero Rx and other attachments, so you can open them in the 3D viewer. The patients are made up.

You can add sample cases as many times as you like. Each time adds a new set.

Start in the sandbox: learn Pilot on the sample data, then shape it into your own setup (products and price lists, customers, workflows, production tasks and templates). Once it works the way you want, set the same things up in your live lab before your go-live date. Your live lab starts with only your settings, roles and templates, so nothing sample-related ends up in it. Because the two are separate, you'll set things up again in your live lab rather than copy them over.

Open the workspace menu at the top of the sidebar and choose your lab's name, or click Back to live lab at the bottom of this guide. You'll land in your live lab where you left off. If you've been signed out there, sign in as usual.