NEW: Planning Center Messages Now in Mobile
May 22, 2024
Does a typical day at your funeral home ever involve:
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Driving to the cemetery for a graveside service?
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Transferring a body from the care center to the crematory?
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Stepping away from the funeral home to grab a quick lunch?
Occasionally, you might have a day where you don't leave the funeral home for tasks like these. Still, the point is that as a busy funeral professional, you're often on the go.
The planning process doesn’t stop while you’re away from the funeral home, and communication with families shouldn’t either. Giving out your personal contact information can keep you in the conversation with families. But it also leads to calls and texts from unknown numbers or multiple email conversations about the same service. This can get confusing!
What if we told you there was a better way to stay connected to families when you're away from the funeral home?
Introducing Planning Center Messages in Mobile!
With this new feature, you can stay connected to families no matter where you are. Keep reading to see how Planning Center Messages in Mobile makes on-the-go communication easier.
4 ways Planning Center Messages in Mobile makes on-the-go communication easier
#1: Stay in touch with families from wherever you are.
With messages available in Planning Center, unknown numbers and confusing email threads will be a thing of the past. Keep track of all your communication in one place to stay organized and on top of your game, even when you're away from the funeral home. Additionally, you can quickly identify the family member, as all messages come with clear identification, making it easier to keep track of conversations.
#2: Centralize your conversations in one platform.
When planning a funeral service, it’s essential you don’t miss any important details, which usually means you are tasked with keeping track of all conversations with families - regardless of whether they occur in person or over the phone.
However, manually entering notes from each conversation can be time-consuming.
Planning Center Messages in Mobile keeps all conversation details in one platform (Passare), so you can access them at any time and add notes to the case without re-entering data later. Plus, you can chat with all family members in one message thread. That way everyone is on the same page when decisions are made.
#3: Never miss another notification.
When you miss a notification from a family, details can easily fall through the cracks which can lead to logistics getting overlooked and questions going unanswered.
To avoid this problem, you can enable mobile push notifications from Planning Center Messages. That way, you can view and respond to new messages from family members immediately through the app, and never miss another notification.
#4: Keep up with all the details.
When helping multiple families plan services simultaneously, it can be tricky to remember all the details you've discussed with each family.
When you can access past discussions, keeping up with all the details is easy. Planning Center Messages archives every conversation, allowing both staff and families to review past discussions and decisions. This detailed message history ensures that everyone is on the same page and minimizes the risk of miscommunication. Plus, this builds transparency between you and your families.
On-the-go communication is easy with Planning Center Messages in Mobile
With this new feature, you can now engage in direct and detailed conversations with families from wherever you are. That way, no matter how busy things get, every aspect of the planning process is handled with care and clarity.
Ready to experience the benefits of Planning Center Messages in Mobile? Click here to learn more. ➡️
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