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Planning Center

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E-signature text wrapping

A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
Guest 4 months ago in Planning Center 1 Not being considered

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 almost 2 years ago in Planning Center 0 Future consideration

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 4 months ago in Planning Center 0 Planned

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 5 months ago in Planning Center 0 Future consideration

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 over 1 year ago in Planning Center 0 Planned

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 6 months ago in Planning Center 1 Already exists

Support Page for Family Users

Example: Say my dad passed away 5 years ago, the funeral home sent me an invite to the collaboration center and I used it for my dad....yesterday a different family member passed away, the funeral home sent me a collaboration center invite (using ...
Sierra Chaffin over 4 years 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 6 months 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 over 1 year ago in Planning Center 0 Planned

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 6 months ago in Planning Center 0 Future consideration