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Planning Center

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URL options for Invite e-mail

The link for the planning center is a little long. Can we have a few options for the link? The text invite is a good length but the invite in e-mail is 4 lines long. If we could have a shorter URL or have the ability to create a hyper link for it ...
Ryan Patterson 9 days ago in Planning Center 0 New

E-Signatures Time Stamp

A few funeral homes have asked if the time of signing can populate onto forms when going through the e-signature process. Perhaps there can be a switch in the back end, similar to that of the IP address. I was told that NC requires this.
Tarrence Price 2 months ago in Planning Center 0 Planned

Shortcut to login on our website

I had a family ask if there was a way to create a shortcut to the login page for the planning center on our website
Guest about 1 month ago in Planning Center 1 Already exists

Welcome Video per Funeral Director "Meet Your Director"

Michael Capehart from New Hope Funeral Home had an idea for the PC that I'm not sure is possible. A video intro from the assigned FD. So, we create a very short into video for each FD and make it accessible on the main page (or the side pane) for ...
Julie Hofmann 3 months ago in Planning Center 0 Future consideration

Limit Photo Amount in the Planning Center

We had a funeral director suggest the ability (not required, just available) to limit the amount of photos that a family could add to a case. She mentioned that they will have families show up with hundreds of photos, and having the ability to lim...
Carl Kimbrough 4 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 about 1 year ago in Planning Center 0 Future consideration

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 5 months ago in Planning Center 0 Planned

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 10 months ago in Planning Center 2 Planned

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price over 1 year ago in Planning Center 3 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 6 months ago in Planning Center 0 Already exists