Updates & Webinars
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 firstname.lastname@example.org or call 1-800-692-5111.