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Planning Center

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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 6 months ago in Planning Center 0 Future consideration

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 6 months ago in Planning Center 0 Future consideration

Add ability for family to assign roles in Planning Center

Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
Madison Hicks 7 months ago in Planning Center 0 Future consideration

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 8 months ago in Planning Center 0 Future consideration

Family & Friends: Don't disable email address field on the Passare side if previously invited by text

Currently, if a Family/Friend is invited to the PC via text message, either by the FH or by another family member, 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 ...
Guest 11 months ago in Planning Center 0 Future consideration

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 almost 2 years ago in Planning Center 0 Future consideration

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest almost 3 years ago in Planning Center 0 Future consideration

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 over 1 year ago in Planning Center 0 Future consideration

Require Name at Birth for Mother and Wife

Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest almost 2 years ago in Planning Center 0 Future consideration

Scrape self-started case form from website and send data to HubSpot

Kelly Gilgenbach almost 5 years ago in Planning Center 0 Future consideration