Add family & friends to fill in documents, add to the obituary, and for aftercare and pre-need follow-up.
Add Family & 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 Collaboration Invitation.
When you're all done, select Add Family/Friend.
Edit Family & 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 email@example.com or call 1-800-692-5111!