Step 4: Presets
Presets are ready-made bundles of items, such as “2 Bedrooms”, that visitors can pick with one click to get an instant estimate. They appear in the calculator under a heading you choose, “Quick starts” by default.
Default presets
Section titled “Default presets”A new calculator comes with six presets based on home size, each already filled with a typical set of furniture and boxes.
- Studio
- 1 Bedroom
- 2 Bedrooms
- 3 Bedrooms
- 4 Bedrooms
- 5+ Bedrooms
You can edit, reorder, delete or replace any of them.
Preset section settings
Section titled “Preset section settings”The header of the step shows the presets label with a pencil icon and an enable toggle.
- Enable toggle. Turns the whole presets section on or off in the calculator. When off, the preset list is greyed out and you cannot add presets until you turn it back on.
- Pencil. Opens the label editor with three fields: Presets label (1 to 50 characters, default “Quick starts”), Text colour and Background colour for the label. Save with the tick, cancel with the cross.
Creating and editing a preset
Section titled “Creating and editing a preset”Click Add Preset, or the pencil on an existing preset, to open the preset form.
| Field | Notes |
|---|---|
| Preset name | Required, up to 15 characters, must be different from every other preset. A counter shows the characters used. |
| Label colours | Text colour and background colour for the preset button visitors see. |
| Assign items to your preset | Search the catalog and use the plus and minus stepper on each item to set the quantity. A quantity of 0 removes the item. At least one item is required. |
Click the tick in the top right, or Save Preset at the bottom, to save. The cross closes without saving.
Customising an item inside a preset
Section titled “Customising an item inside a preset”Each item card in the preset form has a pencil icon that opens Customize Item. These settings apply only to this item inside this preset.
| Setting | Notes |
|---|---|
| Custom item name | Replaces the catalog name for visitors, for example “Large sofa”. Up to 100 characters. Leave empty to use the default name. |
| Size adjustment | Scales the item from -30% to +30% in 10% steps. “Default size” is the catalog size. |
| Weight adjustment | Scales the item’s weight from -30% to +30% in 10% steps. |
| Include items qty in URL parameters? | When on, the quantity of this item is added to the call-to-action URL when the visitor clicks through. |
Press Save to apply.
Working with the list
Section titled “Working with the list”- Reorder. Drag the handle on the left of a preset. The order here is the order visitors see.
- Change the icon. Click the icon on a preset to open the icon picker. Search, select and press Save.
- Delete. Click the bin icon. A confirmation dialog appears. Deleting a preset cannot be undone, except by resetting to the defaults.
Resetting to the defaults
Section titled “Resetting to the defaults”The circular arrow button in the header replaces all presets with the six defaults. A confirmation dialog appears first. After a reset, an undo button appears that restores the presets you had before the first reset. The undo stays available until you use it or close the builder.
Saving
Section titled “Saving”Press Next to save the presets and their settings and move to Design.