Settings: Site form

The Site form allows you to determine which fields are shown in the site profiles in Schedule Xpress

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Written by James Lewis
Updated over a week ago

The Site form determines which fields are shown within the sites profiles in your Manage sites in Schedule Xpress.

Site form in Schedule Xpress

In this article, we'll look into the following on your Site form in Schedule Xpress:

Finding your Site form

Site form


Finding your Site form

You can click the settings cog in the site profile to head to the Site form to make any relevant adjustments.

Finding the site form within a site profile in Manage sites

Alternatively, you can find the Site form under Branch defaults in your Settings in Schedule Xpress.

Site form in Settings in Schedule Xpress

Site form

If you want to add or remove sections or fields in your site profiles in Manage sites, then you can do this in the Site form sections visibility and Customer quick view fields.

Sections in site profile in Manage sites

Site form sections visibility

In Site form sections visibility, you can select and deselect any sections that you do or don't need to show in the site profile.

Site form sections visibility in Site form in Settings

Customer quick view fields

You can also use the Customer quick view fields to determine which information can be seen for the customers.

Customer quick view fields in Site form in Settings

Here's an example of the Customer quick view fields in Manage sites.

Example of how Customer quick view fields display in Manage sites

If you require more information on your Site form, please Contact Support now!

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