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Send Planning Center Invites via Text or Email

Conveniently invite the family to the Planning Center via text, email, or both!

First, turn On Text Invites!

Go to Admin > Organization > Collaboration > Templates.

 

Scroll down to Text Message Templates.

Select Planning Center Text Message to turn the templates On.

 

Scroll down to Settings and Toggle the Off button On to automatically send Planning Center invitations via text message.

Select the Branch or Branches you want to use text invites for.

Save!

Send Planning Center Invites:

First, you'll need to create the case.

Then, select Family & Friends under Decedent. 

On the Family & Friends page:

✔️ Add First & Last Name.

✔️ Select the Relationship to the decedent.

✔️ Add Email Address.

✔️ Add Mobile Phone.

✔️ Check the box for Send Collaboration invitation.

✔️ Save Family/Friend

 

Once you Save Family/Friend, the family member will receive a Planning Center invite.

✔️ It will be sent via email if you entered their email.

✔️ It will be sent via text if you entered their cell phone number.

✔️ It will be sent via text and email if you entered both.

Edit Family/Friend:

If you added a family member, but didn't invite them to the Planning Center, you can invite them by selecting their name on the Family & Friends page.

 

Make sure to have their email address or mobile phone.

Scroll down and check the box for Send Collaboration invitation.

Save!

Invite From the First Call Page:

You can also invite family from the First Call page, scroll down to Caller.

✔️ Select the Relationship to the decedent.

✔️ Add First & Last Name.

✔️ Add Email Address.

✔️ Add Mobile Phone.

✔️ Check the box for Send Collaboration invitation.

✔️ Save!

Invite From the Collaboration Page:

On the Collaboration Page.

Select Send a Planning Center Invitation.

 

To Create a recipient enter their:

✔️ First & Last Name

✔️ Email Address 

✔️ Relationship 

✔️ Create!

 

After you've added all the recipients, select Add to the right of each name.

The names will appear in the "To" section.

Invite & Close.

 

Need More Information?

 

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