Add family & friends connected to each case. This information can also be used to auto-populate on documents, the obituary, and aftercare or pre-need follow-up.
Add family and friends
To add someone, select Add Family/Friend and select Person, Business, or Organization from the drop-down.
Fill in the required information:
- First Name
- Last Name
- Relationship to Decedent
Fill in more details by selecting Additional Information.
Here, you can add address and contact information.
You can also choose to send this person a Planning Center Invitation by checking the Send Planning Center Invite.
Be sure to select the family's Planning Center role.
🤔 What are Planning Center roles? These determine what permissions family members have in the Planning Center. Learn more by clicking on the informational link.
When you're all done, select Add Family/Friend.
Copy family and friends
You can also copy a family or friend from another case. First, use the search bar to find the case.
When you select the case, you will be taken to a modal.
Select which family or friend(s) you want copied to the case, and update relationship and role.
Then, click Copy.
The copied acquaintance will now be listed with the relationship and role you selected.
To reference the case it came from, simply hover over the 
icon.
Edit family and friends
If you need to edit or fill in information at a later time, select the name of the person you'd like to edit.
A pop-up window will appear where you can add or edit any additional information.
When you're done, be sure to Save.
If you'd like to add them to the primary list, select the ribbon next to the person's name.
The primary list typically includes Next of Kin, Informant, Husband, Wife, et.
Next, see Completing the Funeral Options Page.
Need help? Email us at support@passare.com or call 1-800-692-5111.