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Planning Center

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Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...
Guest 5 days ago in Planning Center 0 New

Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers 16 days ago in Planning Center 0 New

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 16 days ago in Planning Center 1 New

Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest about 1 month ago in Planning Center 0 Planned

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 months ago in Planning Center 0 Gathering interest

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 2 months ago in Planning Center 0 New

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.
Guest 3 months 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 4 months ago in Planning Center 0 Gathering interest

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest 6 months ago in Planning Center 1 New

When "send invite" box is checked, send as email AND text

When I select "send planning center invite" box on family and friends page it should send as a text and/or email. Right now you have to turn on automatic text invites to send it as a text. Some funeral homes do not want the automatic invites but d...
Madison Hicks 7 months ago in Planning Center 0 New