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Planning Center

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Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest over 1 year ago in Planning Center 0 Planned

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.
Guest over 1 year ago in Planning Center 0 Planned

When "send invite" box is checked, send as email AND text

When I select "send planning center invite" box on family and friends page it should send as a text and/or email. Right now you have to turn on automatic text invites to send it as a text. Some funeral homes do not want the automatic invites but d...
Madison Hicks almost 2 years ago in Planning Center 0 Gathering interest

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews almost 2 years ago in Planning Center 3 Planned

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest about 2 years ago in Planning Center 0 Future consideration

Centralize Planning Center Invites

Can we move all Planning Center invites (text & email) to a single page? There are currently 3 different pages where to send invites to family, depending if they are texting (First Call/F&F) or emailing (Collaboration). The inviting proces...
Jessie Goggans about 2 years ago in Planning Center 0 Gathering interest

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided
Guest about 2 years ago in Planning Center 1 Future consideration

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.
Guest almost 3 years ago in Planning Center 0 Planned

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest about 3 years ago in Planning Center 0 New

Tracking Completed Signatures

There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
Guest over 3 years ago in Planning Center 2 Already exists