---
updatedAt: 2026-05-21T10:41:14.000Z
agentTools:
  projectIndex: https://docs.qpilot.cloud/llms.txt
---

# Site Settings And Options

## QPilot Site Menu

From *QPilot Merchant Center > Site Menu,* you can select from the following options:

* **Dashboard**: Navigate to the QPilot Site's Dashboard to view Scheduled Orders, edit notifications, manage Integrations, and more within the QPilot Site.
* **Edit**: Manage the General Settings and Options for your site
* **Pause / Resume Processing:** "Pause Processing" to disable the automatic processing of all Scheduled Orders for the QPilot Site. "Resume Processing" to enable processing ([see here for more information](https://docs.qpilot.cloud/docs/how-do-i-pause-resume-site-processing)).
* **Delete Site:** Delete the QPilot Site from your QPilot Merchant Account.

### Edit

When you "Edit" your site, you can edit your General Settings.

#### General Settings

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* **Name**
  * The name of the site.
  * Required (but may be set automatically).
  * Default: The connected site's Name.

* **URL**
  * The URL of the site.
  * Set automatically.
  * This must match the URL of the site that you connected to QPilot.
  * Important: Always connect secure URL's (https) to avoid API connectivity issues.

* **Site Type**
  * Set automatically.
  * Options: WooCommerce or Custom.
  * Important: Do not change this setting unless instructed to do so.

* **Environment**
  * Default: Test Environment
  * **Test Environment**
    * Used to connect test/staging sites.
    * Cannot be changed unless the QPilot Merchant Account is activated with a Trial or Active Subscription Plan.
    * Limitations on Payment Settings (Test Mode Only) for Automated Processing.
  * **Live Environment**
    * Used for websites in Production.
    * Enables full control of Payment Settings (toggle on/off Test Mode) for Automated Processing.

* **Email**
  * The primary email contact(s) for the QPilot Site.
  * Email(s) will receive [admin notifications from the QPilot Site](https://docs.qpilot.cloud/docs/notifications-to-administrators) about any issues regarding Scheduled Order Processing Errors as well as direct notifications from QPilot Customer Success.
  * Multiple emails can be entered here as comma-separated values.

* **Phone Number**
  * (Optional) Phone number that QPilot can use to contact merchants with regarding site issues.
  * Learn more here: [User & Site Contact Phone Numbers](https://docs.qpilot.cloud/docs/contact-phone-numbers).

* **API Consumer Key**
  * Set automatically.
  * The connected site's REST API Consumer Key.
  * Important: Do not change this setting unless instructed to do so.

* **API Consumer Secret**
  * Set automatically.
  * The connected site's REST API Consumer Secret.
  * Important: Do not change this setting unless instructed to do so.

* **Customer Facing Scheduled Orders URL for the Site**
  * Defaults to the URL of the site "<https://mysite.com/my-account/scheduled-orders">.
  * If you would like to change the default value, please input a relative URL (e.g. /my-account/scheduled-orders) that is the specific destination for customers to view their Scheduled Orders.

## Site Settings

Additional Site Settings can be found in your *Site Dashboard > Settings >> Site Settings.*

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* **Location Settings**
  * **Postal Code**
    * The Postal Code (aka "ZIP Code") from which your Products are shipped.
  * **Timezone**
    * Select a timezone for the QPilot Site.
    * If no Time is selected, the default is GMT time (UTC 0).
  * **Currency**
    * Select a default site-wide currency.
    * If a currency isn't specified in a Scheduled Order, the default will be applied.

* **Product Settings**
  * **Default Unit of Weight**
    * Default is "Pound".
    * Select a value to control the unit you will define Product Weights in:
      * Pound, Ounce, Kilogram, Gram.
    * Suggestion: This should match the Weight Unit selected on your connected site.
  * **Default Unit of Length**
    * Default is "Inch".
    * Select a value to control the unit you will define Product Lengths in:
      * Inch, Foot, Yard, Millimeter, Centimeter, Meter.
    * Suggestion: This should match the Length Unit selected on your connected site.

* **Customer Options**
  * **Enable Customers to Update Order Notes on Scheduled Orders**
    * Enable this setting to include Order Notes (optional) entered by customers during checkout in the created Scheduled Orders.
    * Enable customer to add notes when managing their Scheduled Orders.
    * Merchants can always edit Order Notes within Scheduled Orders.  This setting enables the option to be customer-facing as well.
  * **Enable Customers to use QPilot coupons on Scheduled Orders**
    * Enable this setting to display a Coupons field on Scheduled Orders that your customers can use to add/remove Coupons.
    * Merchants can always edit the Coupons applied to Scheduled Orders.  This setting allows customers to add (QPilot) coupon codes (provided by merchants) to their Scheduled Orders.
    * Learn more about [QPilot Coupons](https://docs.qpilot.cloud/docs/managing-coupons).
  * **Allow Customers to Retry Processing Failed Scheduled Orders**
    * Enable this setting to display a link in your customer's Scheduled Order error notifications, so your customers may easily fix issues and retry processing their Scheduled Order instantly.
    * Merchants can always retry processing Scheduled Orders, even with this setting disabled.

* **Order Processing Start Time**
  * Select a time for your QPilot Site to begin processing Scheduled Orders each day.
    * QPilot will automatically set the Next Occurrence time of newly created Scheduled Orders to the Processing Start Time.
  * The time set will be local to the timezone set above.
  * If no start time is defined, Scheduled Orders will process relative to the time they were last updated.

* **Scheduled Order Processing Settings**
  * **Order Processing Times**
    * Select a time for your QPilot Site to end processing Scheduled Orders each day.
    * The time set will be local to the timezone set above.
    * Must be selected if a Processing Start Time has been selected.
  * **Advanced Options**
    * **Scheduled Order Offset Processing**
      * Set a number of days prior to the Next Occurrence Date you want the Scheduled Order to process.
      * Learn more about [Offset Processing Scheduled Orders](https://docs.qpilot.cloud/docs/processing-time-settings).
      * *Note:* Your customer will see the Next Occurrence Date without the offset processing adjustment, but once entering their processing offset customers will see the Scheduled Order as "Processing".
  * **Lock Duration (Days)**
    * Define a number for how many days prior to processing will customers be unable to alter their order. Leave blank to disable Scheduled Order locking.
    * Once Scheduled Orders enter their lock window, customers will see the order as "Processing".
    * Learn more about [Locking Scheduled Orders](https://docs.qpilot.cloud/docs/processing-time-settings).

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