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.
Under Add Event choose the type of event.
Select a Date and Start Time
Then Add Event.
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!
The event will now appear under Service and on your Passare Calendar. 
Add events to the Calendar
Add events directly to your Passare Calendar by going to Events in the navigation.
You may see different colored events on your calendar. The key at the top specifies event categories:
- Non-case related (yellow)
- Private Case related (red)
- Public Case related (blue)
To create an event, click on the day you'd like to add the event to.
Select if this is a case related or non-case related event.
For case related events, begin typing in the search bar and select the case.
Then click Go.
Case related events
If creating a case event, use the dropdown to select the service type.
Click Go.
Begin filling out details of the service like date, time, and venue.
If you don't have a specific date yet, mark the event as pending.
Your event will default to public or private, but you can change that here if needed.
You can also check if this is a livestream event and add in the URL.
Add service providers like clergy, florists, and musicians by clicking Add service provider.
From there, use the dropdowns to select category and the provider from your contacts list.
Finally, you can add any notes about the service if you need and save!
Non-case related events
If you selected non-case related, all you need to do is add the event time, name, and any notes.
Then save!
To edit a non-case related event, select the event in the Calendar.
Make necessary changes and save.
To edit a case related event, click the event and select the case identifier.
This will take you to the Funeral Options page within the case.
Select the event you'd like to edit, make changes, and save.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111!