1. Passare Pro
  2. Planning Center

Pin Merchandise in the Planning Center

Give families the ability to preview caskets, urns, flowers, or keepsakes from the comfort of their home.

If you don't see a particular field or page, it may be due to your role/permission. Email us at support@passare.com or call 1-800-692-5111.

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Required settings

There are three requirements for merchandise items to show in the Planning Center.

First, you will designate which categories we would like to have show up in the Planning Center.

Go to Admin > Price List Settings > Categories > Planning Center Section, select one of the following categories: Caskets, Flowers, Keepsakes, Urns, etc. for each category that you would like to show in the Planning Center.

For categories that you don't want to show, select None.

Price list settings Planning Center section


Next, we will manage individual Price List items.

Under the Price List item > Image, upload an image. You can upload multiple images and select the primary, or "featured" image.

Price List image upload and featured image

 

Finally, under the Price List item > Visibility, select the Show in Planning Center box and save!
Price list item visibility show in PC checkbox

 

Optional settings

Although these are optional, we highly suggest providing families descriptions and prices of merchandise items.

Item descriptions

Go to Price List item > Product Details. Information in the Description box will be visible in the Planning Center.

Details on Price List items in Description box


Item prices

Go to Price List item > Product Pricing.

When Fixed Price is selected, the item will show the Price entered.

When Tiered Price is selected, the pricing for the lowest tier will be shown.

When Discretionary is selected, "Price: Varies" will be shown in the Planning Center.

Product Pricing Discretionary Price selected

You'll repeat the above steps for each Price List item.

Now that your items are set up, let's turn to the next step in the Planning Center.

✔️ Need help with set up? We're happy to help! Fill out this sheet with your merchandise details, then send it and your merchandise images to support@passare.com. 

 

Merchandise page

Settings

Go to Admin > Planning Center > Merchandise and Packages > Settings.

Toggle on Select Arrangement Guide or merchandise to show in Planning Center and select Merchandise selection through pinning. 

If you would like to show prices, turn on Show item prices.

Merchandise and packages settings page

Select the Branches and Case Types that you want to include and Save!


Links

Use Links to add a whole brochure from a vendor, such as Batesville.

The Title is what the family will see as the header in the Planning Center.  We suggest something fairly descriptive, such as Catalog links.

The Description field will be the subheading used to help categorize your links. For example, you may have a Casket brochure and Urn brochure category.

Select Add link to add a URL.

The Title is the link title, such as Batesville catalog.

Paste in the URL and Save.

Merchandise links add link button

Now that Merchandise is customized to your preferences, the families will see a Merchandise tab in the menu.

Merchandise menu tab in planning center

 

Pinning

Families can pin their preferences under each category.

The pinned items will move to the top of the page and also be visible under the My selections tab.

My selections tab with pinned itemWhen families pin items, you'll receive a notification. 

🤔 Are your notifications turned on? Check out Manage Planning Center Notifications to turn on notifications for Merchandise pinning.

 

You'll also be able to see that items have been pinned in the Activity Feed of the Collaboration page.

Activity feed with merchandise pinned

 

Goods & Services page

Pinned items will also be available in the Goods & Services dropdown. This will allow you to quickly add pinned items to the contract.

Goods and services page with quick add

You'll see "The family pinned merchandise in the Planning Center" at the top of the Goods & Services page when items have been pinned in the Planning Center.

 

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

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