Planning Center

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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 11 months ago in Planning Center 1 Future consideration

6 VOTE

Adding File Folders to Files/Photos section

It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...

Guest about 2 years ago in Planning Center 0 Future consideration

4 VOTE

Use Merchandise Section as a Virtual Casket Show Room

We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...

Mara James 11 months ago in Planning Center 0 Future consideration

2 VOTE

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 3 months ago in Planning Center 0 Future consideration

2 VOTE

Add a Planning Center for Pet Cases

Our pet family members want to be able to add their own information and can be great pre-need leads for our funeral home. We would like to be able to interact with them in the same way we interact with our families in the Planning Center To do thi...

Veronica Penn Beattie 4 months ago in Planning Center 0 Future consideration

2 VOTE

create optional questions on preferences page in planning center that match service detail questions in Passare

Funeral homes would like to have questions for the family to answer that map directly to the service details section on the Funeral Options page (i.e music, flowers, printed materials, etc.) ideally these questions would be able to be checked on/o...

Madison Hicks 6 months ago in Planning Center 0 Future consideration

2 VOTE

Required Fields on Planning Center

For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.

Guest 7 months ago in Planning Center 0 Future consideration

2 VOTE

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...

Guest over 1 year ago in Planning Center 0 Future consideration

2 VOTE

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 over 2 years ago in Planning Center 0 Future consideration

2 VOTE

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

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Guest almost 3 years ago in Planning Center 1 Future consideration

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