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Planning Center

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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 1 day ago in Planning Center 0 New

Add ability for family to assign roles in Planning Center

Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
Madison Hicks 1 day ago in Planning Center 0 New

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest about 1 month ago in Planning Center 1 Already exists

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 about 1 month ago in Planning Center 0 Gathering interest

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS about 1 month ago in Planning Center 0 Planned

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann about 2 months ago in Planning Center 0 Gathering interest

Self-Started Cases by branch rather than org

Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
Madison Hicks 2 months ago in Planning Center 1 Planned

Make Thumbnails to preview items uploaded in case file section

We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
Guest 3 months ago in Planning Center 1 Planned

Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...
Guest 3 months ago in Planning Center 0 Already exists

Family & Friends: Don't disable email address field on the Passare side if invited by another family member

Currently, if a Family/Friend is invited to the PC via text message, by another family member (not by the FH), if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I unde...
Guest 4 months ago in Planning Center 0 Gathering interest