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Planning Center

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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

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 11 months ago in Planning Center 0 Gathering interest

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

Ability to Hide Pages in Planning Center

Users would like the option to hide pages from the Planning Center. Sometimes certain pages are irrelevant, or just too much for grieving families. It would be helpful to toggle off PC pages per case, or select a default to hide a page from all ca...
Jessie Goggans over 2 years ago in Planning Center 1 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

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest about 2 years ago in Planning Center 0 Gathering interest

Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann 12 months 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 about 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