| Family | Stage | Service | Director | Documents | Portal | Balance | Next action |
|---|
Staff can draft, publish, update service details, and moderate guestbook activity from the same backend.
| Listing | Service | Status | Views |
|---|---|---|---|
| Elaine W. ParkerGuestbook has 18 messages pending family review. | May 11, 2:00 PM | Published | 1,284 |
| James E. CarterVeteran honors, burial map, and livestream link attached. | Today, 11:30 AM | Featured | 932 |
| Maria S. AlvarezAwaiting final family photo and scripture selection. | May 14, 9:00 AM | Draft | 214 |
Quick read on leads, revenue, web demand, and family engagement.
Create a phone, walk-in, or director-entered arrangement without leaving the console.
Search families, open order details, edit contact records, add staff notes, and export client data.
| Order | Contact | Balance | Next action |
|---|---|---|---|
| LM-2409 - Carter familyBurial with chapel service, living memorial pending copy. | Alicia Carter | $1,280 | Collect final signature |
| LM-2414 - Brooks familyCelebration package with livestream and tribute video. | Marcus Brooks | $0 | Livestream test |
| LM-2417 - Wells familyNew hospice referral entered by staff. | Denise Wells | Estimate | Director callback |
Respond to families from the backend and keep every reply attached to the case.
Can we update the obituary with Dad's military photo and confirm if the livestream link is ready?
Yes. Uploading the photo now, and the livestream link will be sent after the 1:30 PM test.
Assign roles, reset passwords, and control who can edit orders, payments, obituaries, and reports.
Manage the public service list, obituary settings, emergency alerts, and memorial website offer.
Daily operating picture for schedules, orders, payments, and staff responsibilities.
| Time | Agenda | Owner note |
|---|---|---|
| 8:30 AM | Staff standupReview blockers and call queue. | Ask about Wells estimate |
| 11:30 AM | Carter chapel serviceMain chapel, 82 expected guests. | Confirm reception room |
| 3:00 PM | Order reviewManual orders, balances, and memorial websites. | Export weekly CSV |