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Planning Center

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Collect eSignatures at Funeral Home

As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Anna Andrews about 1 year ago in Planning Center 0 Gathering interest

Allow multiple photos to be uploaded at one time

The ability to upload more than one photo at a time would be very helpful to families. Also, families have asked why they can't see/or preview the photos they've uploaded, making it difficult to know if they've already uploaded a specific photo. M...
Guest about 1 year ago in Planning Center 1 Gathering interest

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest about 1 year ago in Planning Center 0 Gathering interest

When "send invite" box is checked, send as email AND text

When I select "send planning center invite" box on family and friends page it should send as a text and/or email. Right now you have to turn on automatic text invites to send it as a text. Some funeral homes do not want the automatic invites but d...
Madison Hicks almost 2 years ago in Planning Center 0 Gathering interest

Centralize Planning Center Invites

Can we move all Planning Center invites (text & email) to a single page? There are currently 3 different pages where to send invites to family, depending if they are texting (First Call/F&F) or emailing (Collaboration). The inviting proces...
Jessie Goggans about 2 years ago in Planning Center 0 Gathering interest

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 3 days ago in Planning Center 0 Gathering interest

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 16 days ago in Planning Center 0 Gathering interest

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 about 2 months 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 3 months ago in Planning Center 0 Gathering interest

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 3 months ago in Planning Center 0 Gathering interest