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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.

Admin settings icon in navigation


Admin settings sidebar

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.

List of organization default questions


Under the Custom section, you can edit or add a new question. 

To add a new one, select Add Question.

List of customizable Planning Center questions

 

Copy and paste this tag %{decedent_first_name} to include the decedent's name in that question.

Type your question and Save.

Add new question modal

 

The questions will now appear in the Planning Center, under the Preferences tab.

Newly added question now in Planning Center

 

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.

Organization Defaults - Video section with Custom radio button selected

 

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.

Branding section with Branch info toggles

 

Remember to save your page!

 

Need more information?

Need Help? Email us at support@passare.com or call (800) 692-5111!