Data & Backup

Data management, backup/restore, and website integration tools.

Data Storage

All data is stored in the browser's localStorage. The page includes clear guidance:

Scenario	Data Status
Closing the browser	✅ Safe — stays in browser storage
Restarting computer	✅ Safe — same browser = same data
Clearing browser data	⚠️ WILL delete data — restore from backup
Different device/browser	⚠️ Each browser has its own copy — use backup/restore

Backup

• Download Backup File — Exports all patients, settings, schedules, and payment data as JSON
• Shows stats: Active patients count, Prospects count, Scheduled items count
• Tracks last backup timestamp
• Auto-backup reminder banner appears if no backup in past week

Restore

• File upload zone (click or drag)
• Accepts .json files from previous backups
• Overwrites current data with backup contents

Auto-Backup

The system has automatic backup features:

• autoBackupToStorage() — Periodic auto-save to localStorage
• checkBackupReminder() — Shows banner if backup is overdue
• autoWeeklyBackup() — Weekly automatic backup prompt

Wix Lead Capture

Embeddable HTML form for the practice's Wix website:

• Captures: Parent first/last name, phone, email, notes
• Submits as GET parameters to the prototype URL
• checkInboundLeads() function processes URL parameters on page load
• Creates new prospect in the pipeline from the form submission

Embed Code

Pre-built HTML form snippet with a "Copy Embed Code" button for easy integration.

Data Migration

The prototype includes migration functions:

• migrateToV6() — Schema migration for version 6
• migrateToV7() — Schema migration for version 7
• Version tracking ensures data compatibility across updates