Stay organized with Passare's calendar

Add or edit events in Passare to keep track of services and more.

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Add events in a case

Go to the Funeral Options page of any case.

Case navigation showing Funeral Options

Under Add Event choose the type of event.

Select a Date and Start Time

Then Add Event.

Add event section of Funeral Options

If you check the box for Pending Event Date, the event won't sync to a connected calendar.


Add service details
like venue, service providers, and more.

Then Save!

Event details modal in Funeral Options

The event will now appear under Service and on your Passare Calendar. 
Completed service on Funeral Options

 

Add events to the Calendar

Add events directly to your Passare Calendar by going to Events in the navigation.

Events button in navigation

You may see different colored events on your calendar. The key at the top specifies event categories:

  • Non-case related (yellow)
  • Private Case related (red) 
  • Public Case related (blue)

Calendar color key

To create an event, click on the day you'd like to add the event to.

Calendar view

The Add event modal will appear. Continue reading to learn about each of these settings.

Add event modal

 

Event settings

Configure event settings to keep your calendar organized and accurate.

Case & non-case events

To create a case event, search and select the case in the first field. 

Then select the service type and check the box if it is a private event.

Case and service type settings for case-related events

Case events added here will also appear on the Funeral Options page.


To create a non-case event, skip the first field and just name the event.

Name field for non-case events

Event timing

Indicate whether the event is Date pending or All day with the corresponding checkbox.

Use Date pending if your event date has not yet been decided.

Use All day if your event spans across an entire day.

Date pending and All day event checkboxes

Reminders & frequency

Select options if your event needs a reminder or to be set as a repeating event.

To receive a reminder for this event, select a reminder time. 

You can receive event reminders by email, text, or in-app notifications. Learn how to customize your notifications in Passare.


Reminder and Repeat settings

If this event should repeat, select the frequency: daily, weekly, monthly, or yearly.

Each option will prompt you to make additional selections for your repeating event.

Secondary modal for repeating events

Daily events: Event can occur every 1 day, 2 days, etc. at the same time.
Example: Every other day at 10am.

Weekly events: Event can occur every 1 week, 2 weeks, once per week or multiple times that week.
Example: Every week on Mondays and Thursdays at 10am.

Monthly events: Event can occur every 1 month, 2 months, etc. on a specific date or certain week/day.
Example: Every month on the 25th or Every month on the 2nd Monday at 10am. 

Yearly events: Event can occur on a specified month, date, or certain week/day.
Example: Every October 25th or Every 2nd Monday of October each year.


Location & service providers

For case-related events, you have the option to add the event location and service providers.

You can select multiple service providers and delete them by clicking x next to their name.

Location and service provider fields

For non-case events, the location dropdown will show any visitation rooms added to your branch.

To learn more, check out how to Add visitation rooms to a branch.


Add multiple events

Checking Add another event will save your current event and prompt a new one.

Once you are done adding events, simply uncheck this setting before saving your last event.

Add another event checkbox

After all event settings are configured, click Add!

 

Editing events

To edit a Non-Case Related Event, select the event in the Calendar.

Non-case and case event added to Calendar

Make necessary changes and save.

Edit event modal

To edit a case related event, click the event and select the case identifier.

Case number link on case event

This will take you to the Funeral Options page within the case.

Select the event you'd like to edit, make changes, and save.

Funeral Options page

 

Need more information?


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