Online Planner Options
There are two options available for the Online Planner.
TCO Planner
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This is the default planner built into the website. This planner can be edited and configured all within the website admin.
Tribute Online Planner
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This is the online planner that is connected to our TMS management software. This product is not native to the website and it’s configuration is handled through the TMS planner configuration. The section here on the website allows for the planner URL to be added to link the planner on the website. All other changes to this planner happens outside of the website. All that is required to set up the planner is the name of the planner and the URL to the planner.
TCO Funeral Planner Steps
The funeral planner steps section is where you can set up the different tabs and steps of your online planner. These different steps in the planner will contain various pieces of information and selections to be made by the user as they progress through the planner.
The different steps listed are predefined by the system and the steps have different information and options available to collect all the necessary information for the submission. Each item in this list will display a number in the order column to show what step it will show in the planner as, along with a checkbox to enable the step and an edit button to edit what is contained in that step.
Arrangement Type Step
The arrangement type step allows for the selection of the type of arrangement. The description at the top is where you can name the step and then add the title and description information that will show on the page to the user.
The section at the bottom that says types available is where you can set if you want the option for plan ahead and immediate deed to both show or only one of those options to show.
Funeral Type Step
The funeral type step functions very similarly to the arrangement type step. The name, title and description that the user will see can all be customized.
Under the services available section, the option for the what type of service can be selected. Both the burial and cremation options can be displayed or only one of the two options.
Packages Step
The packages step is where you can configure the package options that display for the user to select. Like the other steps, you will be able to change the name, title and description of the step.
Beneath the description you will see a section for burial package options and cremation packages options.
Packages can be added to either section by click the add package button. After clicking the add package button you will be taken to the package details page.
At the top of the package details page you can set the name of the package, price of the package and any details you want to add that will describe the package.
The categories section is where you can add a category of item to be added as part of the package. To add a category click the add category button. A drop down menu will show that contains the different categories that you have available in your merchandise page. Once you add a category, you will have the option to set the amount for that category and you can toggle if this category will be enabled or required on this package.
The photos section below this is where you can add a photo to be shown as part of the package. You can add a photo via the new photo button. Once you have added all the information needed, make sure to hit the save button at the bottom of the page.
Options Step
The options step is where you can configure different optional merchandise products to be added by the user. As with the other steps, you will be able to add the name, title and description for the step.
Much like the merchandise pages, the merchandise categories section is where you can enable or disable certain categories and products to show in the planner. Go through the categories, subcategories and products listed and make sure to toggle the enabled checkbox on any that you want to display in this step of the online planner to be available for selection by the user.
More Options Step
The more options step is where you can add some additional options that are not within your merchandise catalog. This is typically where other service related options or non-merchandise options are added. Just like the other steps, you have the ability to change the name, title and description of the step.
Below the description you will see the more options section. To add options click the add options button.
Once in the add option page, you will see the various pieces of information that can be added for the option. You can add a name for the item along with subtext if needed and a price. The quantity form field toggle will add a field on the planner for quantity of the item that the user wants. There is also toggles to make this item selection required or to disable the item from showing in the planner. Below these toggles is also a setting to toggle if this item should show up for the user based on what service type they selected in the funeral type step earlier in the planner.
Once you save the changes and have the option added. It will show in the more options list and you will have the ability to enabled or disable the option as you wish.
Confirm Order Details
The confirm order details step is a step to get confirmation from the user that all their selections are accurate and there is nothing they wish to change. This step will display a summary of the cost of the user’s selections and ask for confirmation that it is correct. There is no customization to this step outside of the basic name, title and description text.
Forms Step
The forms step is where you can configure all the different information you want to collect about the user or any other information you want them to provide to you via this planner submission.
The funeral planner form fields section contains all the information entries that will display on this step for the user to enter. You can add new fields through the add new field button at the top of the section. Each field can be marked as required or not required and can also be disabled/enabled.
Clicking edit beside a field will open the edit options at the top of the section for that field. The first option is the field name which will only show in the admin side, the field label is the second text field and this is what will display for the user. There are options available here as well to make the field required or enabled. Once your changes are completed, click submit to save the changes to the field.
Checkout Step
On the checkout step, this is where you will configure the various parts of the checkout page. There are a variety of options for payment that can be selected from the checkout payment options at the bottom of the page along with options for setting tax.
The selected options will show in a drop down on the checkout page for the user to select their method of payment. There is also a corresponding description section for each payment type that can be customized. Each of these description sections will show when the corresponding payment option is selected by the user.
Thank You Step
The thank you step will display a thank you message to the user for completing the submission. The description box will allow you to customize the thank you message to display what you would like the user to see at the end.
Once you are done making changes to all the steps in your planner make sure to click the Save Settings button at the bottom to save your changes.
