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Planning Center

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Tracking Completed Signatures

There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
Guest over 3 years ago in Planning Center 2 Already exists

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest about 4 years ago in Planning Center 2 Not being considered

The invitation email and text needs to clarify that Funeral Homes will not receive responses.

There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Guest about 4 years ago in Planning Center 0 Planned

A way for families to initiate Imminent Need case from our website

I am reworking our website "Planning" area as we are adding the Arrangement Guide, and it occurs to me that allowing families to initiate an imminent need case for their loved one from our website would be a very useful tool. They could even use i...
Holly Stammis about 2 years ago in Planning Center 0 Planned

Ability to add a custom video in Collaboration Center

As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team about 4 years ago in Planning Center 1 Already exists

Alternate sign-in options for families

Many 3rd party websites that I sign into allow me to sign in with my google/Facebook/outlook accounts. I could see that for many people, creating a new account for a short term use such as planning center could be a hang up. Is it possible to allo...
Holly Stammis over 2 years ago in Planning Center 0 Planned

Tracking in Planning Center so that the family can know where the body is

Tracking in Planning Center to know where the body is and what they are doing with it, so that the family can have the certainty of knowing where their beloved is and what is the process they are going through (embalming, dressing, hairstyle, bein...
Guest almost 3 years ago in Planning Center 0 Gathering interest

Planning Center - Mobile - Reminders notifications to users about the time of funeral, cremation, etc.

Reminders notifications to users about the time of funeral, cremation, burial, ceremony, etc. in Planning Center mobile. That is, that the app has access to show reminder notifications, for example "The burial starts in one hour" because in some c...
Guest almost 3 years ago in Planning Center 0 Gathering interest

alerts

It would be great if we would be alerted if a change had been made to a case.
Guest over 3 years ago in Planning Center 1 Already exists

Text Invite do not show in reporting and account details Page. Please Add

Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach almost 4 years ago in Planning Center 0 Planned