Planning Center
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      2. Planning Center

      Add funeral details, videos and branch logos to the Planning Center

      Personalize the Planning Center's Funeral details questions, videos, and logos.

      Funeral Details Questions:

      To add questions to the Planning Center, go to Settings

      To add questions to the Planning Center, go to Admin

      Under Planning Center Admin Settings > Branding

      Under Planning Center Admin Settings > Branding

       

      You'll see the four default questions that are in the Planning Center.

      You'll see the four default questions that are in the Planning Center.

      Note:  Don't want to use the default questions?  Uncheck the Show in Planning Center checkbox.

       

      Under the Custom section, you can add your own questions. 

      Select Add Question. Add Custom questions

      Copy and paste this tag %{decedent_first_name}’s if you'd like the decedent's first name to be included in the question. 

      Type your question and Save.

      Type your question and save

      The question will now appear in the Planning Center The questions will now appear in the Planning Center:

      Funeral details page with what three words describe Becky and why

       

      Note:  Add funeral default questions at the organization level and/or branch level.

      Videos:

      Select video preferences for the Planning Center for the organization and/or the branch.

      Select video preferences for the Planning Center for the organization and/or the branch.

      Branding:

      Customize branch names and logos in the Planning Center.

      Select the Branch Name in the tabs.

      Turn the branch info On to display branch content.

      By default the Planning Center will use the organization name and logo.

      branding branch info screenshot

      Need More Information?

       

      Need Help? Email us at support@passare.com or call 1-800-692-5111!