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Planning Center

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Planning Center Display Name

Can there be a way to control how the decedent's name appears in the planning center? I spoke with a director recently who was needing the planning center name to reflect differently than their legal one, as the person didn't go by their legal nam...
Tarrence Price 8 days ago in Planning Center 0 New

E-Signatures - Case Files

Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price about 2 months ago in Planning Center 0 Planned

Family Arrangement Entry Form!!

The fastest and easiest way to input family/funeral info with the least amount of errors is to have the family either participate (Planning Center) OR watch a Funeral Director type the info into a computer during arrangments. I suggest a 'Passare ...
Guest 26 days ago in Planning Center 0 Planned

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 27 days ago in Planning Center 0 Gathering interest

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 2 months ago in Planning Center 2 Already exists

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 3 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 5 months ago in Planning Center 0 Future consideration

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 7 months ago in Planning Center 2 Planned

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader about 1 year ago in Planning Center 1 Future consideration

Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks 4 months ago in Planning Center 0 Already exists