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Add & edit event types

Customize event types that appear on the Funeral Options page.

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    Add an event


    From your navigation, click Settings.

    Settings icon in navigation bar

     

    Click Events > Services in the left menu.

    Events > Services in admin menu

     

    Click Add event.

    Add event button

     

    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.

    Basic event information form showing Name, Event Type, and Description fields

     

    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

    Checkbox settings to designate specific faith, body present, embalming, or final disposition for the event

     

    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. 

    Event options section showing options for Attendance, Duration, and Preparation Due

     

    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.

    Events page with events listed

     

    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.

    trash can icon

     

    Funeral Options

    Your events will appear in the dropdown on Funeral Options page.

    Funeral Options page with Event dropdown open

     

    It will also appear when adding a case event from the Calendar.

    Service type dropdown in Add Event modal

     


    Need more information?

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