Never send the wrong version of the obituary to the newspaper again. Planning Center makes it easy to stay on the same page with families when it comes to the obituary, service times and preferences, biographical information, and much more. You can even share documents, files, photos, and checklists!
“As we continue to leverage more and more of Passare’s capabilities, we have realized that certain tools, such as the Passare notes and checklists, help us work better together on cases. We’re really looking forward to seeing more of how these administrative tools in Passare can help us enhance our internal collaboration and help us increase our efficiency as a team.”
Sunset Funeral Homes, El Paso, TX
Your families have changed. Families today have shifted how they prefer to communicate and interact with businesses, and the funeral industry is not alone in this shift. If we want to keep up with the changing needs of funeral consumers, we have to adapt. This eBook explores how your families have changed, how the Planning Center works, how you can use the Planning Center to reach more families, and best practices for you and your staff. Ready to enhance your service to today’s families?
For today’s families, convenience is absolutely key. With Planning Center, you can make it as easy and convenient as possible for families to collect biographical information, plan service details, and explore personalization options with access to a library of great information on the value of a healing funeral or memorial.
First, you can invite families to start their plans online by email or text, or simply have them go to your website to access your unique Planning Center link.
You can work with families to start planning virtually using video conferencing or phone calls, or simply allow them to plan at their own pace, whichever method you prefer.
Gather electronic signatures, sync the obituary to to your website, and apply all the information collected to your forms with a single click.
Getting signatures from families can be a challenge when you are working remotely. They have to print, scan, and email forms back and forth, which can be confusing. And signature software isn’t much better. Each form has to be set up, then downloaded and re-uploaded into your management software. That’s just a hassle. That's why we've added eSignatures to Passare. Now you can get signatures from families anytime, anywhere, at no extra cost.
Have you ever sent the wrong version of the obituary to the newspaper? It happens when you have emails and attachments going back and forth. But not when you have Passare’s Planning Center. Family members can now work on the obituary in real time, and once everyone agrees it’s final, you can send it to your website and the newspaper with full confidence that you are sending the right document.
Because you can have families enter the biographical information in the Planning Center before your arrangement appointment, you now have more time to help them plan a healing and meaningful service. Simply review the information collected for accuracy and then move on to the most important aspect of planning a funeral: making it personal!
With the Planning Center, you can save time on the paperwork when families are able to come in and spend more time with them talking about what matters most: creating a unique and meaningful funeral for the loved one.
Families can connect with other family members, upload photos and videos, sign documents, view checklists, and even work with you in real time on the obituary. Best of all? You don’t have to worry about miscommunications, missed phone messages, and texts and emails that don’t make it into your case file.
Many families today don’t understand the value of having all the elements of a service represented in some way. Good thing the Planning Center helps you educate families on the value of a funeral ceremony while you sleep. Families can access a library of resources for personalizing a service and the grief and healing process right from the Planning Center.