Select the merchandise you want to appear in the Care Center and create internal checklists.
Merchandise
To set up merchandise in Care Center, go to Admin.
Under Price List Settings, select Categories.
This will allow you to select the Goods & Services you want to show under Merchandise.
Check the boxes for the items you want to Show in Care Center, and then Save!
Now, when one of these checked items is added to the Goods & Services, they will appear in the Care Center under the Merchandise tab.
Checklists
To set up merchandise in Care Center, go to Admin > Tasks.
You can Add Checklist or use an existing one.
If you're creating a new checklist, add a Checklist Name and toggle on Checklist Visibility.
Click Add Task to build out tasks in your checklist.
Drag the task to reorder anywhere in the list.
You can also delete tasks with the trash icon.
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.