1. Passare Pro
  2. Planning Center

Getting started with the Planning Center

The Planning Center will help you stay connected with families and provide valuable interactions, even if you're miles apart.

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Invite the family to join

Families don’t have to be in the same town to begin planning. With the Planning Center, they can start planning from any location, on any internet-connected device. πŸ’»

Log into Planning Center

Once the family receives the text or email invitation, they'll be prompted to log into Planning Center by creating an account or using one-time passcode.

Families will be able to use the Planning Center on their phone, laptop, or tablet.

Create an account

The family can create a Planning Center account from the link provided in their invite.

At this screen, first-time users will select Start Planning.

Start Planning button on Planning Center login page in Desktop

Next, they will create a password and retype it to confirm. Then, click Continue to begin planning.

Desktop create your account page

One-time passcode

Alternatively, families can skip the account creation altogether by using one-time passcode login. 

At the login screen, they will select Or, sign in with a one-time passcode.

Sign in with one-time passcode link

 

They will receive a 6-digit code via email or text, depending on what information is stored in
the case. If both are provided, the family can select how they'd like to receive the code.

Select email or text message for one-time passcode

 

Once they receive their passcode, the family will enter it and Sign in.

Enter passcode field

❌ Heads up! For security reasons, passcodes will expire after 10 minutes. If the family encounters an error here, they should Resend passcode.

πŸ’‘ Need more information? Learn how to send Planning Center invites.

 

Collect important information

The family can collect and fill out basic information for their loved one before or after you meet. Any information the family shares will populate in the decedent's case in Passare.

Decedent's information

Have the family enter biographical information before you meet to save time on paperwork, allowing more time to focus on planning a meaningful service.

Biographical information page

Obituary

The Planning Center allows you to collaborate on the obituary so you can make sure nothing gets missed!

Write the obituary in the decedent's case in Passare and have the family Approve your progress or have the family use a template to get started. You can take what they write and finish it in Passare.

Either way the family will feel involved during the entire planning process.

 

Obituary screen

 

πŸ’‘ Need more information? Learn how to use the obituary with the Planning Center.


Files and photos

Have the family collect and upload photos for you to use during the service or add files for the family to view.

Adding files and photos screen

 

πŸ’‘ Need more information? Learn how to upload files & photos with the Planning Center.

 

eSignatures

Families can now sign forms electronically! In Passare, you can select which forms to Get Signatures for.  Then, have the family login to the Planning Center and sign the document.eSignatures page

πŸ’‘ Need more information? Learn how to use eSignatures.

Plan a meaningful service

The family can learn from planning resources, share their preferences, and add family members to help them plan.

Funeral details

The questions under funeral details can be used as a prompt to help the family begin thinking about the service they want for their loved one.

Use their responses to brainstorm ideas before the arrangement conference.

Service details questions

 

Checklists

Add checklists in Passare so the family will know what to bring with them to the arrangement conference.

You can also make your checklists viewable so the family will know when you've completed tasks, such as filing the death certificate.

Picture of checklist page

πŸ’‘ Need more information? Learn how to manage checklist in the Planning Center.

 

Family members

Have the family add additional members to be included on the obituary and other paperwork.

They can also invite other family members to help plan.

Add family page

 

Planning resources

Our resource library is full of great material on Grief, Healing, and Meaningful Funerals.

Resources page

 

Need more information?

 

Need help? Email us at support@passare.com or call 1-800-692-5111.