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Planning Center

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E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price 2 months ago in Planning Center 2 Gathering interest

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 2 months ago in Planning Center 0 Gathering interest

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 about 2 months ago in Planning Center 0 Gathering interest

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 about 2 months ago in Planning Center 0 Gathering interest

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 about 2 months ago in Planning Center 0 Gathering interest

PC Messages: Make text notifications more informative and link to mobile app if installed

Love the messaging in the PC and also the recent integration with the Mobile app. A couple of improvements I would like to suggest are: Text alerts be more informative. Currently, it only provides a very generic message that there's a new mess...
Guest about 2 months ago in Planning Center 0 Gathering interest