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Planning Center

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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

Music Streaming Platform Integration

Many times, funeral directors are creating specific playlists for services, often using outside apps such as 'Spotify,' 'Pandora,' 'Apple Music,' etc. Many general social media apps can already connect to these music streaming platforms to allow f...
Guest 3 months ago in Planning Center 0 Future consideration

Show Org/Branch Logo under FD Name

Impact Funeral Partners would like us to show the logo under the funeral director name in the Planning Center. Currently it is just the FD name and the name of the funeral home in plain text. They own 23+ locations and think it would be beneficial...
Julie Hofmann 5 months ago in Planning Center 0 Future consideration

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

E-Signatures Multiple Owners

Sam Busalacchi with Vertin called and said they are needing for E-signatures to be able to assign fields to specific family members. He said that DocuSign does this, but Vertin is planning on leaving them soon, and just use us exclusively. Are we...
Tarrence Price 5 months ago in Planning Center 0 Future consideration

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

Option to add additional deceased spouses

There are certainly instances where individuals in our care have been happily married more than one time and both spouses have passed away or one has, but is still important to note for the family. The ability to customize what appears in the Plan...
Veronica Penn Beattie 8 months ago in Planning Center 0 Future consideration

Vitals Customization for Planning Center

It would be helpful to allow for customization on what vitals tabs show for our families in the planning center.
Veronica Penn Beattie 8 months ago in Planning Center 0 Future consideration

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 8 months ago in Planning Center 0 Future consideration

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 10 months ago in Planning Center 0 Future consideration