Settings

Legal name, contact, locations.

Logo, colors, favicon — applied across the staff app and the Family Portal.

Add fields to any entity — case, plot, contact, invoice.

Customize status pipelines and required fields per stage.

Welcome, invitation, payment receipt, fund thank-you — every touchpoint families and their guests receive.

Auto-approve rules, profanity filter, PII redaction.

Invite, suspend, license.

Fine-grained access by role.

Multiple price lists per tenant; FTC-compliant exports.

Default goal, payout policy, anonymous donations, excess-funds handling.

Plan, payment method, invoices from Perpetual Care.

Sister · insurance-assignment funding for at-need and pre-need cases.

Sister · drop-ship register books, prayer cards, candles, urns, frames — personalized.

Sister · keepsake jewelry from a captured fingerprint or handwriting.

What triggers which channel, for whom.

We're deliberately slow about adding third-party integrations. Tell us what you need.

For custom integrations and reporting.

Every mutation, every user, every tenant.