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Planning Center

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Require Name at Birth for Mother and Wife

Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest about 1 year ago in Planning Center 0 Gathering interest

Need to add Manager/Supervisor name to the Planning Center email

In New Jersey it is required that you have the Manager or Supervisor name listed any where the name of the funeral home is listed, this includes documents and emails. Currenlty when sending a Planning Center invitation the funeral home name, addre...
Guest about 1 year ago in Planning Center 2 Gathering interest

Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews over 1 year ago in Planning Center 0 Planned

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
Guest over 1 year ago in Planning Center 1 Already exists

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

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

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 over 3 years ago in Planning Center 0 New

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

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

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest about 4 years ago in Planning Center 2 Not being considered