There are different ways to setup your funeral homes location depending on whether you have a single location or multiple locations. Location settings can only be accessed by users who have the PM Equivalent permission on their account or Funeral Tech support. If you need assistance making changes to locations in the system, reach out to Funeral Tech support at support@funeraltech.com.
Setting Up Locations In The Locations Page
To setup funeral home locations in Family Arranger, go to the three horizontal bars in the top right corner of your system to open the system settings and select the "Locations" option.
To setup a new location, start by clicking the “Create” button.
A pop-up window will be displayed where the funeral homes information can be entered. After all the information has been filled in click the “Save” button in the bottom right corner. Repeat the same steps to add as many funeral home locations needed.
Selecting a location and clicking the “Edit” button will allow you to go back and change any information about the location after it has been created.
Clicking the “Assign Users” button will allow you to set specific users to have access to records for the assigned locations.
Clicking the “Delete” button will allow you to remove the funeral home location from the Family Arranger system completely.
Certain settings such as approval settings for condolence messages, enabling/disabling memorial trees, enabling/disabling donations and enabling/disabling tribute book can be configured on a per location basis using the "Edit Approval Settings" and "Edit Other Settings" options.
Setting Up a Single Location In Settings
A single funeral home location can be set up in the system settings. Go to the three horizontal bars in the top right corner of your system to open the system settings, then select the "Module Configuration" option.
Once in the Module Configuration screen, input fields are available to enter in the funeral homes information (usually on Page 3 and 4).
Once all information has been entered click the “Publish Settings” button located next to the “Edit” button. This will save your entered information.
**This method is only useful if you have one location. Otherwise, the locations page will need to be used to enter your location information.