First select the service type before scrolling down to select the location where it will take place.

Choose between hosting at your funeral home or at a place of worship. When hosting at a place of worship, start typing the name of the location to search for the validated address being pulled from Google. Then select the date and time of the service.

Selection room

The selection room is the opportunity to walk families through all of the different products that are offered. The product categories change as you scroll down the page. Hover over the small circles to see the product appear on the screen. Click on the circle or rectangle to confirm the selection and add it to the invoice. A running total of the services selected will appear and update on the bottom right side of the screen.

Adding additional items to an invoice

You can access your full price book from the search bar on the top right of your screen. Start typing the name of the product that you’re looking for and select it.

Adding a custom product
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You can add custom products by searching for ‘custom’ and selecting the category you would like the product to appear in. Select the product and fill out both the name and price.

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