How to Customize Community Comparisons


Community Comparisons are an effective way to provide value to clients and share information quickly. Since the information you share may be different from another Senior Place user, we've given you the ability to customize exactly what is shown in the Community Comparison.


There are two ways to adjust the Community Comparison fields:

  1. Agency-Wide - By adjusting the agency settings, you'll be changing the default Community Comparison fields for you and your colleagues. This is the best option for ensuring future Community Comparisons have exactly the information you want. This setting also includes the most comprehensive customization.
  2. Client-Specific - Sometimes clients and their families have unique needs and want to see additional/different information on their comparison. That's why we've given you the ability to adjust client-specific Community Comparisons. These adjustments won't affect future Community Comparisons you send to other clients. These settings also only allow you to adjust Section Visibility.

See below for instructions on each:


Agency-Wide Settings

Note: These settings can only be accessed by Administrator users.

1) Navigate to the Communities Agency setting

  1. Click the Settings Cog ⚙️
  2. Choose Settings
  3. Choose the Agency Settings tab
  4. Choose Communities

2) Scroll down to Community Comparison


3) Configure the Community Comparison

Here's where you can customize exactly what a client and their family will see in the community comparison. There are a few ways you can make changes:


Change Visibility

By clicking the Eye 👁️ icon to the right of categories, you can toggle section visibility on or off.

Reorder Sections

By dragging and dropping the "☰" icon, you can drag sections to reorder them.

Add/Remove/Change/Reorder Fields

If you'd like to add, remove, or reorder fields in a specific section, you can do so by following these steps:

  1. Click Place fields in the applicable section
  2. Remove fields by clicking the trashcan 🗑️ icon (optional)
  3. Add fields by clicking the Add field button
  4. Reorder fields by dragging and dropping the "☰" icon
  5. Change fields by clicking the name and choosing a new field to display
  6. Click Done to save edits

Adjust Formatting

Note: Not all field types have this additional setting.

If you'd prefer some fields to display each item on a separate line, click the dropdown to the right of the related field, and change it to Display one item per line. See the second image below for an example.


Client-Specific Settings


1) Email to Client

In order to access these settings, you'll need to be in the email builder.

From within the relevant Client profile, do the following:

  1. Click Actions
  2. Choose Email to client

2) Navigate to Customize section visibility

Once you're in the Email builder, do the following:

  1. Choose to include the link to live Community Comparison and/or the Community Comparison PDF (see this article for further information about each)
  2. Click Customize section visibility

3) Edit Section Visibility

By clicking the Eye 👁️ icon to the right of categories, you can toggle section visibility on or off.


Have more questions? Feel free to reach out to us at support@seniorplace.io!