You can use custom JavaScript to automatically skip the Client Details page during the quote journey.

The code required depends on whether the scheme is an Agent Scheme or a Direct Scheme.

Important

Any information that is mandatory on the Client Details page must also be collected within the Question Set.

If SchemeServe requires a mandatory Client Details field but that information has not already been captured, the page cannot be successfully submitted. Because the JavaScript continually attempts to move past the page, this can result in the customer becoming stuck in a loop.

Before adding this JavaScript, check that all mandatory client information is collected in the Question Set.

Agent Schemes

For Agent Schemes, use the following custom JavaScript:

// Hide the Client Details page
jQuery(function($)
{
    // Client details page after quote
    if (window.location.toString().toLowerCase().indexOf('getquote/client.aspx') > -1)
    {
        // Make sure there are no errors
        var errorLabels = $('label.error');

        if (errorLabels.length == 0)
        {
            $('#Next').click();
        }
    }
});

This checks whether the user has reached:

getquote/client.aspx

If there are no validation errors on the page, the script automatically selects the Next button and continues the quote journey.

For Agent Schemes, the Next button is referenced by its ID:

$('#Next').click();

Direct Schemes

For Direct Schemes, use:

// Hide the Client Details page
jQuery(function($)
{
    // Client details page after quote
    if (window.location.toString().toLowerCase().indexOf('getquote/direct.aspx') > -1)
    {
        // Make sure there are no errors
        var errorLabels = $('label.error');

        if (errorLabels.length == 0)
        {
            $('.Next').click();
        }
    }
});

This checks whether the user has reached:

getquote/direct.aspx

If there are no validation errors, SchemeServe automatically continues to the next stage of the journey.

For Direct Schemes, the Next button is referenced by its class rather than its ID:

$('.Next').click();

Agent vs Direct Schemes

The key difference is therefore both the page being detected and how the Next button is selected.

Where to add the JavaScript

To add the custom JavaScript:

Settings (top right) → Edit My Website Settings → JavaScript tab

Paste the relevant code into the JavaScript section and save your changes.

Need help?

If you're not comfortable adding or editing JavaScript, contact our Support Team for help.