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 (800) 692-5111.

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Required settings

There are a few pre-requisites for merchandise items to show up in Planning Center. First, you will designate which categories we would like to have shown.

Click the Settings icon.

settings icon

Navigate to Price List > Categories on the left sidebar.

Under the Planning Center Section column, make a selection for each category that you would like to display in the Planning Center. For categories that you don't want displayed, select None.

planning center section column

Next, we will manage individual Price List items.

Under Settings > Price List > Price List item, then select an item's Title.

click the item title

Scroll down to the Image section.

You can upload multiple images and select the Featured image.

upload and select featured image

Finally, scroll down to the Planning Center section and check the Show Item in Planning Center box.

Show item in Planning Center checkbox

Click Save.

 

Optional settings

Although optional, we recommend providing families descriptions and prices of merchandise items.

Item descriptions

Go to Settings > Price List > Price List item, then select an item's Title.

Under the Product Details section, provide a description in the Description box to be displayed in Planning Center.

description box in product details

Item prices

From the same page as above, scroll down to the Product Pricing section.

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 dropdown

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 Settings > Planning Center > Merchandise.

Under the Settings section, toggle on Choose Arrangement Guide or merchandise to show in the Planning Center and select Merchandise selection through pinning. 

settings under merchandise PC

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

Select the Branches and Case Types that you want to include.

Click Save.

Links

Use Links to add a whole brochure from a vendor.

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.

links section

 

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 item

When 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.

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.

Goods and services page with quick add

 


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

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