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Planning Center

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Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers over 1 year ago in Planning Center 0 Gathering interest

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest almost 2 years ago in Planning Center 1 Gathering interest

A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS about 1 year ago in Planning Center 2 Gathering interest

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

Adding File Folders to Files/Photos section

It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...
Guest over 1 year ago in Planning Center 0 Gathering interest

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

Messaging through Planning Center

In the instance that a funeral home would like to communicate with all family members, if there could be a way to send a message to all the family members in planning center.
Guest 12 months ago in Planning Center 0 Planned

Order of family members in the planning center

I enter family members into Passare based on birth order, however, the planning center alters my entries and displays them alphabetically. Keeping the same order as the case , in birth order, makes it a lot easier for families to ensure everyone i...
Guest 4 months ago in Planning Center 0 Gathering interest

Allow Payments Only Planning Center access for Cash Sale customers

Recently I had a cash sale customer who did everything over the phone and did not come into the office. When it came time to collect, I had to manually collect the CC info over the phone. It would have been nice to be able to provide an online lin...
Guest 10 months ago in Planning Center 0 Gathering interest

Change the icons to thumbnails on the files and photos page

It would be helpful for the family if they could view what photos they had loaded in the planning center under files and photos. Currenlty it just shows the file type but a thumbnail of the image would be more helpful. See screenshot.
Julie Hofmann over 1 year ago in Planning Center 0 Gathering interest