How to Customize the Community Details Tab

Note: Only Administrator users have access to make these changes.

If you're interested in adding new Sections and Fields to the Community Details tab, you've come to the right place!

Below are instructions on how to access and navigate the relevant settings:

1) Navigate to Agency Settings > Communities

1. Click the Settings Cog ⚙️
2. Choose Settings
3. Go to Agency settings
4. Click Communities

2) Scroll down to the Details Page - Fields section

3) Customize the Community Details Tab

From here, you'll have multiple options for customizing your Community Details tab. Here are the customization options you have:

Add, Delete, Reorder, and Edit Sections

1. Click Add section to add a new section in your desired Column (in this example, it's for Column 1)
2. Click the Trashcan 🗑️ icon to delete sections you've added
3. Reorder sections by using the "≡" icon
4. Click the Pencil ✏️ icon to edit a custom section

1. Edit the section Name
2. Change the section Icon
3. Save Name and Icon changes

Create a Custom Field

Note that these custom fields will only be available on the Community Details tab. To create Custom Fields that will be available in Client profiles as well, you'll want to follow this tutorial.

1) Click Create custom field

2) Edit Custom Field

1. Edit the field Title
2. Choose the field Type
3. Customize additional details (this section will change depending on the field Type you chose)
4. Save your new field

3) Add Custom Field to a Detail Tab Section

The final step of this process is to add your new field to the appropriate section.

1. Click Add field in the section where you'd like it to appear

2. Edit fields in the section as needed

1. Change the field as necessary by clicking the dropdown
2. Reorder fields as desired
3. Remove a field from a section by clicking the Trashcan 🗑️ icon

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