Lock Planning Center sections

Prevent changes to the funeral details, obituary, biographical information or on a closed case in the Planning center.

Lock certain sections in the Planning Center so changes can't be made once plans have been finalized or synced.

Within a case, on the Planning Center sidebar, you can lock the following sections:

• Lock all on (Date)
• Lock Funeral Details
• Lock Biographical Information
• Lock Obituary

The Lock all on date will default to 60 days after the case creation.

You can change the date if needed.

In addition, when a case is closed or archived, all sections of the Planning Center will automatically lock.

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