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Ready to get started? Submit this form to let us know you're interested 👇
What is Arrangement Guide?
Arrangement Guide is an online arrangement tool that prioritizes meaningful funeral experiences and helps families plan when and where it's most convient for them. It includes:
❓ A series of questions to learn the family's service preferences
✅ Package recommendations based on their answers
🔎 Merchandise and add-ons to browse and select
✍️ Sign & pay online
How does the family use Arrangement Guide? Check it out here
How do I get started?
First, let us know you're interested by completing this form 👉 Setup at-need Arrangement Guide
After submitting, please allow some time for our team to review your request and get back to you.
In the meantime, you can begin gathering the items below for when we're ready to build your funeral home's Arrangement Guide.
If you already have preneed Arrangement Guide with Funeral Directors Life, we can mimick the packages you have set up there.
Here's what we'll need:
- Branch(es) - Let us know which branch(es) to set up, and send logos if you have them!
- Packages - For Arrangement Guide to recommend the right package to the family, we suggest listing 6 total package options (3 burial + 3 cremation). You may choose to go with fewer packages, but please be sure to provide pricing breakdowns for all.
- Package options - We recommend a Good, Better, Best package selection:
- Good - 1 cremation and 1 burial package (e.g., Direct Cremation and Immediate Burial)
- Better - 1 cremation and 1 burial package (e.g., Standard package options with some services included)
- Best - 1 cremation and 1 burial package (e.g., Premium package options with more services included)
- Package options - We recommend a Good, Better, Best package selection:
- Merchandise - We do NOT recommend listing your entire catalog. Use the quanities below to determine which items (with prices) you want listed in Arrangement Guide:
- Caskets | 12-15 options
- Outer burial containers | 3-6 options
- Urns | 12-18 options
- Photos - If any of your merchandise is from a local provider, please provide images for those items. In most other cases, we will have photos to match your price list.
- Other preferences - Start thinking about how you'd like Arrangement Guide configured.
- Cash advance items - Let us know which cash advance items you'd like to offer with each item's price.
- Planning Center routing - Where do you want the family to be routed after completing Arrangement Guide?
- Multiple branches - How do you want Arrangement Guide to route families if it determines they should be at one of your other branches?
Frequently asked questions
What if a family can't finish everything in one sitting?
That's okay! If they leave Arrangement Guide, they can pick up where they left off next time they sign into Planning Center. A prompt will remind them to continue planning:
👆 You can enable this Arrangement Guide prompt with any Planning Center invite you send! Just check Prompt for Arrangement Guide on the invite form.
How will this impact my Passare case?
As the family makes selections, items will populate on the Goods & Services. (If you opted out of signature and payments, this is the only activity you will see in the case.)
If you are collecting signatures and payments, the contract will be signed via eSignatures and can be managed with all other eSignature documents. Payments taken in Arrangement Guide will be applied on Payments & Adjustments page.
If your Arrangement Guide is set up to automatically sign cases, the case will also be signed by "Arrangement Guide" on Goods & Services page.
Need additional information?
Need help? Email us at support@passare.com or call (800) 692-5111!