1. Passare Pro
  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 Admin > Organization > Collaboration > Appearance and Content.

Appearance and content screenshot

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

Planning Center default questions

 

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.

Planning Center video preferences screenshot

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!