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Planning Center

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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 almost 2 years ago in Planning Center 0 Already exists

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 2 years ago in Planning Center 0 Future consideration

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest about 4 years ago in Planning Center 0 New

Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews about 2 years ago in Planning Center 0 Planned

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 4 years ago in Planning Center 2 Already exists

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
Guest over 2 years ago in Planning Center 1 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 almost 5 years ago in Planning Center 2 Not being considered

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 almost 5 years ago in Planning Center 1 Already exists

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 almost 3 years ago in Planning Center 0 Planned

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 about 3 years ago in Planning Center 0 Planned