Add & edit event types
Customize event types that appear on the Funeral Options page.
Jump ahead to
Add an event
From your navigation, click Settings.
Click Events > Services in the left menu.
Click Add event.
Under Basic event information, be sure to include the Name, Event Type, and Description.
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
- Body is present for this event
- Embalming is required for this event
- This event ends with a final disposition
Scroll down to Event Options to set up service defaults.
Select whether the event is Private or Public, as well as the Duration and average Preparation Due time.
Search and select categories in the Providers and Venue Options fields.
Selecting options here will ensure that people and places are available to select when creating a service in a case.
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!
Delete an event
Services can be deleted from the Events page by selecting the Trash Can to the far right.
Funeral Options
Your events will appear in the dropdown on Funeral Options page.
It will also appear when adding a case event from the Calendar.
Need more information?
Need Help? Email us at support@passare.com or call (800) 692-5111!