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Planning Center

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Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 4 days ago in Planning Center 0 New

Change wording on Obituary page when Locked

It is confusing that when the FH locks the obituary, the PC side says the obituary has been "approved". This is problematic because sometimes it is locked before the obituary is finished and the families can see that it is not done. When it is loc...
Madison Hicks 16 days ago in Planning Center 0 Planned

Having the bottom of the Planning Center Invite email customizable with Branch info

The bottom of the planning center invite currently only shows the main organization's name and address. Funeral homes may find it helpful to have the branch information populate there rather than the main locations information.
Marshall Brooks about 1 month ago in Planning Center 0 Already exists

Planning Center Receipt Verbiage Cash Sale Case Friendly

A funeral home reached out wondering if the planning center receipt could say "thank you for your payment", instead of saying "thank you for paying for payer's name services" because it was confusing their families that were paying on cash sales.
Guest 24 days ago in Planning Center 0 Gathering interest

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 1 month ago in Planning Center 0 Gathering interest

Ask for how many Death Certificates

One of the main questions we have to ask families is how many copies of the Certifed Death Certificates they will need. It would be nice if this was one of the questions in the PC, along with a list of common institutions that need them. I'm not s...
Guest about 1 month ago in Planning Center 0 Gathering interest

Please add fields for Canada (Parents Birth City,State or Province)

Canada firms have to collect this information but there is not a place in Planning Center for it currently. Can we please add: Parents Birth City, State or Province?
Julie Hofmann about 1 month ago in Planning Center 0 Planned

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 9 months ago in Planning Center 0 Future consideration

Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.

It makes no sense not to have the Preference Questions included for Pre-needs. It handcuffs the funeral homes that create their own preference questions.
Mike O about 2 months ago in Planning Center 0 Planned

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?

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Mike O about 2 months ago in Planning Center 0 Gathering interest