Customize the Service Types, also known as Funeral Events/Services, that appear on the Funeral Options Page.
To Add a Service:
Go to Admin > Services.
Click Add a Service.
From here, a Services/New box will appear. This is where you will customize information about the Service Type!
In this section, be sure to include a Name, Event Type, and Description. (Name and Event Type are required to create an event.)
Pro Tip: Make sure to check the box Include this service in the Daily Schedule of Services Report. In addition, tailor the service even more by checking if the service is associated with a specific faith and a few other service details such as if embalming is needed.
In this section, select whether the event is Private or Public, the Duration, Providers and Venue Options.
Note: 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!
Once you have made all selections, make sure to Save!
How to Edit a Service:
From the Find Services section, simply click on the service that you would like to edit.
Make the desired changes and Save!
How to Delete a Service:
Services can be deleted from the Find Services section by simply clicking on the Trash Can to the far right.
Need Help? Email us at email@example.com or call 1-800-692-5111!