Skip to content
  • There are no suggestions because the search field is empty.

Manage Planning Center notifications

Receive notifications when the family updates details in the Planning Center.


Update your profile

Update your profile with your contact information in order to receive notifications via text or email.

Click your picture in the top-right and select Profile.

 

Email notifications will go to your correspondence email address. By default, this will be your login email, but you can change it if you'd like to receive notification emails elsewhere.

To change it, uncheck the box and edit the correspondence email field.

Update correspondence email

Do not update in the email address field - this will change your login email!


If you'd like to receive text message notifications, make sure your mobile phone number is added. 

Update mobile phone number

Mobile numbers will not be made public but will only be used to receive text alerts.


When everything is updated, remember to save!


Notification preferences

First, make sure your Planning Center notifications are turned on.

 At the top of your screen, select Notifications and click the gear icon. 

Notifications settings gear icon

 

Toggle the settings on/off depending on what notifications you'd like to receive.

Preferences modal with Planning Center toggles

For Planning Center, you can receive notifications for the following activity:

  • Activity - when the family fills out a loved one's information (basics, obituary, etc.)
  • Merchandise - when a family pins merchandise
  • Messages - when the family sends you a message
  • Payments - when a family makes a payment

Learn more about all Passare notifications.


Once you've selected your preferences, click Save.


View Planning Center notifications

Planning Center notifications are also found on the Case Listing. You will see an icon letting you know there's new activity.

Planning Center notification on Case Listing

 

Select the icon for a quick view.

Planning Center notification preview

 

You can also open the case and go to the Planning Center page.

From here, you can view any information the family has added to the Planning Center and the Activity Feed, which shows who has made changes.

Once you've viewed all of the notifications, you can Mark All New Activity as Read.

Planning Center activity section inside the case

Notifications will only be sent once an hour. Only the funeral director assigned to the case will be notified; the secondary arranger will not be notified.

 

Need more information?


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