Lock Planning Center sections

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

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

Lock all on (Date)
Funeral Details
Biographical Information
Obituary
Arrangements*
*Only visible if you are using At-Need Arrangement Guide or Merchandise Pinning feature

The Lock all on date defaults to 60 days after the case creation. Change the date if needed.

When a case is closed or archived, all Planning Center sections will lock automatically.

case status closed and archived options from case information sidebar

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