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Planning Center

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Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews about 1 month ago in Planning Center 0 Planned

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 3 months ago in Planning Center 0 Planned

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 5 months ago in Planning Center 0 Planned

A way for families to initiate Imminent Need case from our website

I am reworking our website "Planning" area as we are adding the Arrangement Guide, and it occurs to me that allowing families to initiate an imminent need case for their loved one from our website would be a very useful tool. They could even use i...
Holly Stammis 10 months ago in Planning Center 0 Planned

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews 10 months ago in Planning Center 3 Planned

Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple t...
Guest over 1 year ago in Planning Center 0 Planned

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
Guest over 1 year ago in Planning Center 0 Planned

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.
Guest almost 2 years ago in Planning Center 0 Planned

Easy way to respond to Families Emails

When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...
Guest about 2 years ago in Planning Center 1 Planned

Add the Obituary photo to the cases files

Whether the family or the funeral homes uploads an obituary photo, it would be nice to see this file in the case files section. Currently it can only be found on the obituary page
Kelly Gilgenbach over 2 years ago in Planning Center 0 Planned