Adding & editing Event types

Customize Event types that appear on the Funeral Options Page.

    Jump to:


    Add an Event

    Go to Settings ⚙️

    settings cog

    Click Events in the left menu.

    events in menu

    Click Add event.

    Add event button

    Under Basic event information, be sure to include the Name, Event Type, and Description.

    Name and Event Type are required to create an event.


    Check the box Include this service in the Daily Schedule of Services Report.

    You can customize the service even more by selecting:

    • This event is associated with a specific faith
    • Embalming is required for this event
    • This event ends with a final disposition

    basic event information box

    Scroll down to Event Options.

    Select whether the event is Private or Public, the average Duration, Providers and Venue Options.

    The categories you select for Providers and Venue Options will ensure that people and places are available to select when creating a service in a case.


    Event options box

    Once you've made your selections, be sure to Save!

    Edit an Event

    From the Events page, select the service that you'd like to edit.

    Make the desired changes and Save!

    edit an event flow



    Delete an Event

    Services can be deleted from the Events page by selecting the Trash Can to the far right.

    trash can icon

     

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