Setup checklists and merchandise for the care center

Select the merchandise you want to appear in the Care Center and create internal checklists.


Go to Admin > Price Lists.

select Price Lists from Admin drop-down

Select Price List Settings > 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!

check the boxes for desired items under "Show in Care Center"

Once one of the checked items is added to the Goods & Services, they will appear in the Care Center under the Merchandise tab.

Care Center page under Merchandise tab


Go to Admin > Checklists.

select Checklists from Admin drop-down

You can Add a Checklist or use an existing one.

Add Checklist button

Give the checklist a Name.

Basic Checklist Information fields


You can then Add, Rearrange, or Delete Tasks.gif showing adding, rearranging, and deleting tasks


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

in Checklist Settings, check the box for "This checklist should appear in the Care Center" under Checklist Viewing

Make sure to Save!

Need more information?


Need help? Email us at or call 1-800-692-5111.