How to Set Up Checklists & Merchandise for the Care Center

Create internal checklists and select the merchandise you want to appear in the Care Center.

Merchandise: 

Go to Admin > Price Lists.

 

Select Price List Settings > Categories.

Price list settings

 

This will allow you to select the Goods & Services you want to show under Merchandise.

Under Show in Care Center, check the boxes for the items you want to show, and then Save!

 

This is what it will look like in the Care Center. Remember the items have to be added to the Goods & Services page before they will show up in the Care Center.

Checklists:

Go to Admin > Checklists.

 

You can Add a Checklist or use an existing one.

 

Give the checklist a Name.

 

You can then Add, Rearrange, or Delete Tasks.

 

Under Checklist Viewing, check the box for This checklist should appear in the Care Center.

Make sure to Save!

Need More Information?

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!