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.
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.
Finally, under the Price List item > Visibility, select the Show in Planning Center box and save!
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.
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.
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.
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.
Now that Merchandise is customized to your preferences, the families will see a Merchandise tab in the menu.
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.
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.
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.
Need Help? Email us at support@passare.com or call 1-800-692-5111!
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