Customize the Planning Center
Personalize your Planning Center with custom questions, a welcome video, and branch logos.
Admin settings
To personalize Planning Center, go to Settings > Planning Center > Branding.
Questions and videos can be customized by organization or branch. The Planning Center shows the organization logo by default unless otherwise specified on this page.
Planning Center questions
Use Planning Center questions to help families share about their loved one and craft a meaningful service together.
In the section titled Organization Defaults, you'll see four default questions.
Show or hide these questions in the Planning Center by turning on/off the checkboxes.
Under the Custom section, you can edit or add a new question.
To add a new one, select Add Question.
Copy and paste this tag %{decedent_first_name} to include the decedent's name in that question.
Type your question and Save.
The questions will now appear in the Planning Center, under the Preferences tab.
To customize questions per branch, scroll to the section named Branch Defaults.
Select the branch tab and follow the steps above.
Welcome video
Add a personal touch by uploading a custom welcome video to Planning Center.
To do this, scroll to the Organization Defaults - Videos section and select Custom.
Then, copy and paste the new welcome video URL into the field(s).
- Adding a URL to the Welcome field will display one on all case types
- Adding a URL to Pre-need/At-need fields will only show the video to the associated case type.
To customize videos at the branch level, follow these steps in the Branch Defaults - Video section.
Branch logo
By default, the Planning Center displays the organization logo on the login screen. To change this to the branch name and/or logo, scroll to the Branding section.
Select a branch and toggle the branch info on to display branch content.
Remember to save your page!
Need more information?
- Getting started with the Planning Center
- Add sections & resources to the Planning Center
- Collaborate on the obituary
Need Help? Email us at support@passare.com or call (800) 692-5111!