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Planning Center

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Add Fields for Canada

In Canada they need 3 major things for any family they are serving; drivers license number (if no license they need an identification card number), Health Number, and Social Insurance Number. We have all but the Drivers/ID Number so they would lik...
Julie Hofmann 3 days ago in Planning Center 0 New

Add or Edit Family Email after Planning Center Invite Sent

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 6 days ago in Planning Center 0 New

Ability to lock case files

It would be nice to have the ability to lock case files so that families cannot upload any more photos/documents once we have downloaded them and started working on the media for the funeral. They would have to contact us directly to make those ad...
Guest about 2 months ago in Planning Center 0 Gathering interest

New Relationship Type - Great-Great-Grandchildren & Grandparents

Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price 5 months ago in Planning Center 0 Future consideration

Allow Planning Center (Messaging) to be availble for Pre-need Cases.

The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Erik Huehns about 2 months 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 7 months ago in Planning Center 0 Future consideration

E-Signatures - Case Files

Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price 4 months ago in Planning Center 0 Planned

Ability To Resend Multiple Forms At Once

When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at ...
Jennifer Jenson 2 months ago in Planning Center 0 Future consideration

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader about 1 year ago in Planning Center 1 Future consideration

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 4 months ago in Planning Center 2 Already exists