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Planning Center

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Print from the obituary

Currently using google to write obit when with family. It would be great to write the obit in passare and print from the passare obituary page for the families to look over before sending to papers etc.
Angela Gard over 1 year ago in Planning Center 0 Gathering interest

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

Larger logo on invitation

I have had multiple FHs ask that we make the logo larger on the invitation to the planning center that goes to the families. It is hard or impossible to read the logo depending on the design as it is currently. Here is an example with my test FH.
Anna Andrews over 1 year ago in Planning Center 0 Gathering interest

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest almost 2 years ago in Planning Center 1 Gathering interest

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

A way for families to initiate Imminent Need case from our website

I am reworking our website "Planning" area as we are adding the Arrangement Guide, and it occurs to me that allowing families to initiate an imminent need case for their loved one from our website would be a very useful tool. They could even use i...
Holly Stammis about 2 years ago in Planning Center 0 Planned

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 about 2 years ago in Planning Center 3 Planned

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest about 2 years ago in Planning Center 0 Gathering interest

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