Send Planning Center invites via text or email

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Send invites from Family & Friends page
Send invites from First Call page
Send invites from Planning Center page
Text message settings

Send invites from Family & Friends page

Within a case, select Family & Friends under Decedent.

Add the person's details like name, relationship, and contact information.

Check the box for Send Planning Center invite and select their Planning Center role.

Click Save Family/Friend.

For details on Planning Center roles, click the information icon to see a breakdown of access.

After saving, the family member will receive a Planning Center invite one of the following ways:

It will be sent via email if you entered their email only.
It will be sent via text if you entered their cell phone number only.
It will be sent via email and text 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 and/or mobile phone.

Scroll down to check the box for Send Planning Center invite and select the Planning Center role.

Click Save.

If needed, you can preview the email or text message you are about to send by clicking the gear icon next to Send Planning Center invite.

Send invites from the Vitals page

To invite the family from the Vitals page, scroll down to Caller.

Add the person's details like name, relationship, and contact information.

Check the box for Send Planning Center invite and select their Planning Center role, and save.

Send invites from the Planning Center page

On the Planning Center page, go to the Invitation section.

To add a recipient, enter their name, relationship, and contact information.

Click Add.

From here, you can check which family member(s) you'd like to send an email invite to, then click Send Planning Center invite.

You can also view the invitation status from this page.

Text invite settings

Text messages can be edited or set to send once a family member is added automatically.

To edit these settings, click the Settings icon.

Go to Planning Center > Templates > Text Message Templates.

There are two text message templates:

Planning Center Text Message (for Imminent and At-Need)
Planning Center Preneed Text Message (for Pre-need)

Select the template you'd like to edit.

Customize text wording

To edit the text message wording, type in your text in the Customize Template section.

For any names or details that change per case, be sure to use the Tags available as a placeholder.

Learn more about using tags.

Automatic text messages

Automatic text messages default the Planning Center invite button on for specific Family/Friend roles.

For example: If you always want informants to receive a Planning Center invite, this setting will automatically be checked for the selected informant.

To set this up, scroll down to Settings.

Select which roles you want to automatically receive text messages for each branch.