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Setup wizard and presets

A preset is just a starting point for the three field lists (roles, sub-field, categories) and the default page titles. Nothing is locked: change any list under Settings → Admirly → Fields.

What each preset sets up

PresetRoles ("Who are you?")Sub-fieldCategories (Pro)
EducationParent, Student, GraduateGrade (9–12), shown for Parent and StudentCourses, Tutoring, Online
HealthcarePatient, RelativeDepartment (General, Dental, Dermatology, Physiotherapy)Treatment, Consultation, Follow-up
Service businessClient, PartnerBranch (Main, Online)Consulting, Project, Support
E-commerceCustomer—Product, Delivery, Support
Start from scratch— (role field hidden)——

Re-running the wizard

Settings → Admirly → Tools → Run setup wizard. Re-applying a preset replaces the field lists but never touches existing reviews; a review keeps the label it was submitted with even if you remove that option later.

Applying a preset without the wizard

Settings → Admirly → Fields → Apply a preset dropdown → Save. Same effect as step 1 of the wizard.

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