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Planning Center

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Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 23 minutes ago in Planning Center 0 New

E-Signature Procedure Clarification

There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Tarrence Price 4 days ago in Planning Center 0 New

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 5 days ago in Planning Center 0 New

create optional questions on preferences page in planning center that match service detail questions in Passare

Funeral homes would like to have questions for the family to answer that map directly to the service details section on the Funeral Options page (i.e music, flowers, printed materials, etc.) ideally these questions would be able to be checked on/o...
Madison Hicks 19 days ago in Planning Center 0 Gathering interest

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 19 days ago in Planning Center 0 Gathering interest

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 about 2 months ago in Planning Center 1 Already exists

Required Fields on Planning Center

For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.
Guest about 2 months ago in Planning Center 0 Future consideration

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 2 months 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 2 months ago in Planning Center 0 Future consideration

Self-Started Cases by branch rather than org

Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
Madison Hicks 3 months ago in Planning Center 1 Planned