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Planning Center

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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 almost 2 years ago in Planning Center 0 Planned

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 2 years ago in Planning Center 2 Planned

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 3 years ago in Planning Center 0 Planned

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
Guest almost 4 years ago in Planning Center 0 Planned

Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
Julie Hofmann 10 months ago in Planning Center 0 Planned

Easy way to respond to Families Emails

When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...
Guest over 4 years ago in Planning Center 1 Planned

PC Messages: Make text notifications more informative and link to mobile app if installed

Love the messaging in the PC and also the recent integration with the Mobile app. A couple of improvements I would like to suggest are: Text alerts be more informative. Currently, it only provides a very generic message that there's a new mess...
Guest 11 months ago in Planning Center 0 Planned

Add the name suffix to the name of the invited person on the Connect and Collaborate email.

This would be useful to show exactly who is being addressed.
Guest 12 months ago in Planning Center 0 Planned

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS about 1 year ago in Planning Center 0 Planned

Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest over 2 years ago in Planning Center 0 Planned