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January 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over 5 months ago

Highlights:

3:11 - Overview of Parting Pro's features

3:39 - New funeral director designation and multiple signatures feature

11:27 - How to customize and use email templates within Parting Pro

13:22 - How to send a form to one person when there are multiple next of kin

14:40 - Do all next of kin sign the form at the same time?

15:48 - Introduction to White Labeling feature for brand consistency

21:14 - Can the family make multiple payments on the same invoice?

24:10 - How to maximize the use of Parting Pro

31:10 - Why do you only recommend three packages in the online store?

34:01 - Addressing families getting stuck in the online store

40:59 - How do I submit pricing changes or a new GPL?

44:20 - Importance of having an online store that a family can finish in five minutes

48:26 - Why do my forms look blurry?

50:28 - If you have a multi-page form, is it possible to only send one page?

51:50 - Utilize our support team

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