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Planning Center

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Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 24 days ago in Planning Center 0 Gathering interest

Having the bottom of the Planning Center Invite email customizable with Branch info

The bottom of the planning center invite currently only shows the main organization's name and address. Funeral homes may find it helpful to have the branch information populate there rather than the main locations information.
Marshall Brooks about 2 months ago in Planning Center 0 Already exists

Change wording on Obituary page when Locked

It is confusing that when the FH locks the obituary, the PC side says the obituary has been "approved". This is problematic because sometimes it is locked before the obituary is finished and the families can see that it is not done. When it is loc...
Madison Hicks about 1 month ago in Planning Center 0 Planned

Planning Center Receipt Verbiage Cash Sale Case Friendly

A funeral home reached out wondering if the planning center receipt could say "thank you for your payment", instead of saying "thank you for paying for payer's name services" because it was confusing their families that were paying on cash sales.
Guest about 1 month ago in Planning Center 0 Gathering interest

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 9 months ago in Planning Center 0 Future consideration

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 2 months ago in Planning Center 0 Future consideration

Ask for how many Death Certificates

One of the main questions we have to ask families is how many copies of the Certifed Death Certificates they will need. It would be nice if this was one of the questions in the PC, along with a list of common institutions that need them. I'm not s...
Guest about 2 months ago in Planning Center 0 Planned

Please add fields for Canada (Parents Birth City,State or Province)

Canada firms have to collect this information but there is not a place in Planning Center for it currently. Can we please add: Parents Birth City, State or Province?
Julie Hofmann 2 months ago in Planning Center 0 Planned

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader over 1 year ago in Planning Center 1 Future consideration

Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.

It makes no sense not to have the Preference Questions included for Pre-needs. It handcuffs the funeral homes that create their own preference questions.
Mike O 3 months ago in Planning Center 0 Planned