Setup checklists and merchandise for the Care Center

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.

Admin icon

 

Under Price List Settings, select Categories.

Price List > 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!

Checkbox option to show price list categories in Care Center

 

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

Price list item visible in Care Center Merchandise section

 

Checklists

To set up merchandise in Care Center, go to Admin > Tasks.

Tasks section of Admin Settings

 

You can Add Checklist or use an existing one.

Add or edit checklist

 

If you're creating a new checklist, add a Checklist Name and toggle on Checklist Visibility.

Add checklist name and toggle on visibility

 

Click Add Task to build out tasks in your checklist.

Add checklist task

 

Drag the task to reorder anywhere in the list. Reorder checklist tasks

You can also delete tasks with the trash icon.

Delete checklist tasks

 

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

Select Checklist Viewing setting

 

Make sure to Save!

 

Need more information?

 

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