Interactive Demo

Wellness Portal Demo Walkthrough

Apr 21, 2026 Digital Agency / Creative Services

Walk through every feature of the Wellness Portal — from the member booking flow and AI-powered wellness search to the staff intake-triage queue with AI-generated risk flags and summaries. No setup required: a live demo environment is already seeded with members, bookings, intakes, and content.

Try the live demo
Basic Auth User demo
Basic Auth Password DemoAccess2026!
Session 30 min
Member Login james@example.com / password

Getting Started

Unlock the demo with site-wide basic auth

  1. Open https://wellness-portal.agilecreativeminds.nl in your browser.
  2. The browser prompts for HTTP basic authentication.
  3. Enter username demo and password DemoAccess2026!.
Expected Result
  • Teal-themed landing page titled "Your Wellness, Personalised".
  • Four feature cards: Easy Booking, AI-Powered Search, Smart Intake, Your Plan.
  • Top navigation with Log in and Get Started buttons.
Note

After you log in as a member or staff user, the authenticated demo session automatically expires after 30 minutes of activity.

Log In as a Member

Authenticate with a seeded demo account

  1. On the landing page, click Sign In (or Log in in the top nav).
  2. Enter email james@example.com and password password.
  3. Click LOG IN.
Expected Result
  • You are redirected to the member Dashboard at /dashboard.
  • Top navigation shows: Dashboard, Bookings, Search, Intake Form, Updates.
  • Your name James Wilson appears in the top-right dropdown.
  • A teal demo banner appears near the top of the page indicating this is a demo by Agile Creative Minds.

Member Dashboard

Plan summary, recent bookings, latest updates

You land on /dashboard with a "Welcome back, James Wilson!" heading.

Expected Result
  • Current Plan — a teal gradient card shows Premium Wellness at €129,00/monthly with bullet-listed features: Weekly sessions, Personalised plan, Priority booking, AI-powered insights, Phone support.
  • Recent Bookings — latest sessions with status badges: yellow Pending, blue Confirmed, green Completed, red Cancelled.
  • Latest Updates — preview of the three most recent published staff announcements, each with title, excerpt, date, and author.

Book a Session

Three-step Livewire booking form

Click Bookings in the top navigation.

Step 4a — Select Service
  1. Choose one radio option: Nutrition Consultation, Stress Management Session, Sleep Hygiene Workshop, Family Wellness Check, or Follow-up Session.
  2. Click Continue.
Step 4b — Pick Date & Time
  1. Select a preferred date (today or later).
  2. Choose a preferred time from: 09:00, 10:00, 11:00, 13:00, 14:00, 15:00, 16:00.
  3. Click Continue.
Step 4c — Notes & Confirm
  1. Review the summary: Service, Date, Time.
  2. Optionally add notes for the practitioner.
  3. Click Confirm Booking.
Expected Result
  • A green "Booking Submitted!" confirmation appears with a Book Another button.
  • The new booking shows in the right-hand Your Bookings list with a yellow Pending badge.
  • Staff receive a new-booking email notification in the background.

Smart Intake Form

Four-step questionnaire with AI analysis

Step 6a — Goals

Enter your wellness goals (e.g. "Better sleep and less stress") and click Continue.

Step 6b — History

Enter any relevant health history, conditions, or medications, then click Continue.

Step 6c — Current
  1. Describe current concerns.
  2. Select exercise frequency: Rarely / 1-2 times per week / 3-4 times per week / 5+ times per week.
  3. Describe your current diet.
  4. Click Continue.
Step 6d — Review
  1. Add session preferences (optional).
  2. Review the Summary block (Goals, History, Concerns, Exercise).
  3. Click Submit Intake.
Expected Result
  • A green "Intake Submitted!" confirmation appears.
  • A background queue job sends your answers to OpenAI for classification and summary.
  • The analysed submission then appears in the staff Intake Reviews queue, tagged with an AI category, risk level, urgency flag, and 1–3 recommended services.
Under the Hood

The ClassifyIntakeSubmission queue job calls gpt-4o-mini with a structured prompt and stores the result in the ai_flags JSON column plus an ai_summary text column. When no API key is configured, a rule-based keyword classifier is used as a fallback.

Member Updates Feed

Published announcements from the team

Expected Result
  • A paginated feed of published staff announcements, newest first, each showing publish date, author, title, and body.
  • The seeded demo data includes six published updates (e.g. "Welcome to the New Wellness Portal", "New Service: Sleep Hygiene Workshop", "AI-Powered Search Now Live").

Profile & Plan

View plan details, edit personal info, change password

Click your name in the top-right corner of the nav, then click Profile.

Expected Result
  • Wellness Plan — name, price, features, start and expiry dates.
  • Profile Information — editable name and email fields.
  • Update Password — current + new password + confirmation fields.

Try a Different Member

See a different plan and booking history

  1. Click your name → Log Out.
  2. Log in as another seeded member (password is password for every account):
Email Plan
james@example.com Premium Wellness
emily@example.com Basic Wellness
michael@example.com Family Wellness
olivia@example.com Premium Wellness
daniel@example.com Basic Wellness
sophia@example.com Premium Wellness
liam@example.com Family Wellness
aisha@example.com Basic Wellness
hannah@example.com Basic Wellness
carlos@example.com Premium Wellness
emma@example.com Premium Wellness
alex@example.com Basic Wellness
Expected Result
  • Dashboard plan card and booking list update to reflect the logged-in member.

Log In to the Staff Panel

Filament 4 admin at /staff

Access on Request Only

To prevent abuse of the live demo (for example, deleting content or users), staff and admin credentials for the Filament panel at /staff are not published. If you'd like a guided tour of the admin experience, get in touch and we'll provide temporary, scoped credentials for your review.

  1. Navigate to https://wellness-portal.agilecreativeminds.nl/staff.
  2. Enter the staff or admin credentials shared with you by Agile Creative Minds.
  3. Click Sign in.
Expected Result
  • You land on the Filament staff dashboard with the Wellness Portal brand name and a teal primary colour.
  • The left sidebar shows: Dashboard, Plans, Members, Bookings, Intake Reviews, and a Content group containing Help Articles and Announcements, plus a View Member Portal link.

Staff Dashboard

At-a-glance operational stats

Expected Result
  • Total Members stat — count of users with role member, with a sparkline and "new this week" description.
  • Pending Bookings stat — count of bookings in pending status.
  • Pending Intakes stat — count of intake submissions in pending_review.
  • New This Week stat — member sign-ups since the start of the current week.
  • A Bookings by Status bar chart broken down across pending, confirmed, completed, cancelled.

Manage Plans

Create and edit wellness plans

In the sidebar, click Plans.

Expected Result
  • A list of the three seeded plans: Basic Wellness (€49,00/monthly), Premium Wellness (€129,00/monthly), Family Wellness (€199,00/monthly).
  • Each row shows name, price, billing cycle, member count on the plan, and active state.
  • Edit opens a form where you can update name, description, features (JSON array), price, billing cycle, sort order, and active toggle.

Manage Members

Filter by role, create or edit users

In the sidebar, click Members.

Expected Result
  • A table listing all 17 seeded users (1 admin, 1 staff, 15 members) with role badges (green = member, orange = staff, red = admin).
  • A Role filter narrows the list to members, staff, or admins.
  • New user opens a create form. Password is only required when creating a new user; on edit, leaving it blank keeps the existing password.

Review & Confirm Bookings

Confirm, cancel, or edit with staff notes

In the sidebar, click Bookings.

  1. Use filters for Status (pending, confirmed, completed, cancelled) and Service type.
  2. For a pending row, click the green check to Confirm — this records the reviewer and sends a booking-confirmed email to the member.
  3. Click the red X to Cancel — you are asked to provide a reason, which is stored in staff_notes and notified to the member.
  4. Click Edit to open the full record and update details, status, or staff notes.
Expected Result
  • Confirmed rows turn blue; cancelled rows turn red; completed rows are green.
  • Filter selections persist as you interact with rows.

Intake Reviews — AI Triage

Category, risk level, and urgency at a glance

In the sidebar, click Intake Reviews.

Expected Result
  • A table of 8 seeded submissions with columns including the member, AI Category badge (e.g. stress_management, nutrition, sleep, family_wellness, mental_health), AI Risk badge colour-coded green / yellow / red, and an AI Summary preview.
  • One submission (Emma Scott) is flagged urgent because the AI detected panic attacks in the answers.
Mark as Reviewed

On a pending_review row, click the green check (Mark Reviewed) and add staff notes. The status advances:

View Full AI Analysis

Click Edit on any submission to see the full record.

Expected Result
  • All raw intake answers displayed as a key–value list (goals, history, concerns, exercise, diet, preferences).
  • AI Flags block: category, risk level, urgency flag, and recommended services (1–3 items).
  • Full AI-generated summary (2–3 sentences) for staff.
  • Editable staff notes field for recording follow-up actions.

Manage Content & Announcements

Rich text editor with automatic AI re-embedding

Help Articles

In the sidebar, open Content → Help Articles.

Expected Result
  • A list of 13 seeded help articles that power the member-facing AI search, with filters by category and published status.
  • New content opens a rich text editor with category select and a published toggle.
  • Saving a new or updated published article dispatches the EmbedContent job, which refreshes its vector embeddings. Unpublishing removes them.
Announcements

In the sidebar, open Content → Announcements.

Expected Result
  • A list of 8 seeded announcements (6 published, 2 drafts).
  • New update opens a rich text editor with a published toggle and publish-date field; the author defaults to the logged-in staff user.
  • Published announcements immediately show up on the member-facing Updates page and in the Dashboard "Latest Updates" widget.

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