Set Up Checklists & Merchandise for the Care Center

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

Merchandise: 

Go to Admin > Price Lists.

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!

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

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!