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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 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 selecting Events in the 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)
To create an event, click on the day you'd like to add the event to.
The Add event modal will appear. Continue reading to learn about each of these settings.
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 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.
Event timing
Fill out date and time fields or check whether the event is date pending or all day.
Reminders & frequency
To receive a reminder for this event, select a reminder time.
Receive event reminders by email, text, or in-app alerts. Learn more about notifications.
If this event should repeat, select the frequency: daily, weekly, monthly, or yearly.
If the event repeats, you'll need to specify when and how often.
🔁 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 or delete them by clicking x next to their name.
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
Check Add another event to save your current event and create a new one.
Once you are done adding events, uncheck this setting before saving your last event.
After all event settings are configured, click Add.
Editing events
To edit an event, click the event and select the pencil icon.
If it's a repeating event, choose to either edit this event or all events.
Make necessary changes and save.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111.