Stay organized with Passare's calendar

Add or edit events in Passare to keep track of services and more.

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Add events in a case

Go to the Funeral Options page of any case.

Case navigation showing Funeral Options

 

Under Add Event choose the type of event.

Select a Date and Start Time

Then Add Event.

Add event section of Funeral Options

If you check the box for Pending Event Date, the event won't sync to a connected calendar.

 


Add service details
like venue, service providers, and more.

Then save!

Event details modal in Funeral Options

 

The event will now appear under Service and on your Passare Calendar. 
Completed service on Funeral Options

 


Add events to the Calendar

Add events directly to your Passare Calendar by selecting Events in the navigation.

Events button in navigation

 

You may see different colored events on your calendar. The key at the top specifies event categories:

  • Non-case event (yellow)
  • Private case event (red) 
  • Public case event (blue)

Calendar color key

 

To create an event, click on the day you'd like to add the event to.

Calendar view

 

The Add event modal will appear. Continue reading to learn about each of these settings.

Add event modal

 

Event settings

Configure event settings to keep your calendar organized and accurate.

Case & non-case events

To create a case event, search and select a case in the first field. 

Then select the Service type and use the Private event box to indicate if it is private or not.


Case and service type settings for case-related events

Case events will also appear on the Funeral Options page of the case.


To create a non-case event, skip the first field and just name the event.

Name field for non-case events

 

Event timing

Indicate whether the event has a Pending date or is All day with the corresponding checkboxes.

If neither apply, fill out the Start and End fields. 

Date pending and All day event checkboxes

 

Reminders & frequency

To receive a reminder for this event, select a reminder time. 

You can receive event reminders by email, text, or in-app notifications. Learn how to customize your notifications in Passare.

 

If this event should repeat, select the frequency: daily, weekly, monthly, or yearly.

Reminder and Repeat settings

 

If the event repeats, you'll need to specify when and how often.

Secondary modal for repeating events

🔁 Daily events: Event occurs every 1 day, 2 days, etc. at the same time.

Example: Every other day at 10am.


🔁 Weekly
events: Event occurs every 1 week, 2 weeks, etc. or multiple times a week.

Example: Every week on Mondays and Thursdays.


🔁 Monthly events:
Event occurs every 1 month, 2 months, etc. on specific date or certain week/day.

Example: Every month on the 25th or Every month on the 2nd Monday. 


🔁 Yearly events:
Event occurs annually on a specific date or certain week/day.

Example: Every October 25th or Every 2nd Monday of October each year.


Location & service providers

For case events, you can add the event location and service providers.

Select multiple service providers and delete them by clicking x next to their name.

Location and Service provider dropdowns

 

For non-case events, the location dropdown will show any visitation rooms added to your branch.

To learn more, check out how to Add visitation rooms to a branch.

 

Add multiple events

Checking Add another event will save your current event and prompt a new one.

Once you are done adding events, simply uncheck this setting before saving your last event.

Add another event checkbox

After all event settings are configured, click Add!

Editing events

To edit an event, click the event and select the pencil icon.

Edit event pencil icon

If it's a repeating event, choose to either edit this event or all events.

Edit recurring event options

 

Make necessary changes and save.

Edit event modal

Need more information?

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