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Planning Center

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Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...
Guest 3 months ago in Planning Center 0 Already exists

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 4 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 4 months 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

Add Closed Captioning/Subtitles Option to Planning Center Default Video

It may be rare, but in the situation where a family member is deaf, they'd certainly benefit from being able to read the subtitles. Additionally, it may help family members read the detail as they're hearing them, and it would give anyone the capa...
Guest about 1 year ago in Planning Center 0 Gathering interest

Notify FD when Obituary is complete in PC

Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...
Guest about 1 year ago in Planning Center 0 Already exists

Stop automatically sending Planning Center invites to informant

Often times, an informant's contact info is added in Passare before the funeral director calls the family. When families receive an invitation to the planning center before we discuss the platform with them, they are often confused and taken back ...
Guest about 1 year ago in Planning Center 0 Gathering interest

Informant-Require mailing address

If on the Passare side, we designate someone as the Informant, and that same person is a PC user, can we figure out a way to require their mailing address? Almost every time, they leave it blank.
Guest about 1 year ago in Planning Center 0 Gathering interest

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 about 1 year ago in Planning Center 0 Gathering interest

Need to add Manager/Supervisor name to the Planning Center email

In New Jersey it is required that you have the Manager or Supervisor name listed any where the name of the funeral home is listed, this includes documents and emails. Currenlty when sending a Planning Center invitation the funeral home name, addre...
Guest over 1 year ago in Planning Center 2 Gathering interest