Planning Center messages provides communication between families and funeral home staff in one place.
Jump ahead
- Manage access within your organization
- Alert preferences
- Sending messages in Planning Center
- Message history
✋ You will need Planning Center messages enabled. Complete this form to have our team enable this feature for your organization.
Manage access within your organization
Messages will need to be assigned by role on the Roles & Permissions. Click Admin then select Organization. 
Click the Roles & Permissions tab, then select which roles you'd like to give access to messages.
Once you've selected a role, check the box next to Planning Center Messages.
Hint: Read-Only will give your staff access to view all messages, but they won't be able to send any messages in the Planning Center.
Alert preferences
Get notified by text or email when a new message is received. Customize your alert preferences by clicking the bell icon in the navigation menu and then clicking the gear icon in the dropdown.
Use the toggle to select how you want to be notified when new messages are received.
Send messages in Planning Center
Tip: Families will need to be invited to the Planning Center to have access to Messages. Click here to learn more about sending Planning Center invitations.
With Planning Center Messages enabled you will now see a Messages card on the Planning Center page within a case in Passare. This card will be blank until the first message is sent. 
Type your message in the text field in the Messages card. An alert will appear asking you to confirm you want to send the message to the Planning Center for the family to see.
Families with access to Planning Center will see your messages on the Home page of Planning Center.
Families can reply directly to you and your staff in the Planning Center.
View the message from the family on the Planning Center page in the case.
Message history
Families can scroll through messages in Planning Center to see the history of the conversation along with name and date for each message posted.
Staff can view message history from the Planning Center page of the case in Passare. Name, date, and timestamp will be visible for each message in the conversation. 
It's as easy as that! Start connecting with your families in Planning Center today!