Settings · Family Portal

Manage your Family Portal

Control how the family-facing portal looks, what it offers, and how it behaves. Every change here applies tenant-wide and takes effect on the next portal load.

Live · families.oakgrove.example

Open the family-facing view in a new tab to validate branding, copy, and feature toggles before you push changes live.

Preview portal landing Open sample case (Vance)

Branding

Logo, colors, and the name families see in the topbar and emails.

Portal logo

Recommend transparent SVG, ≥ 200×200

Display name (shown to families)

Primary color

Accent color

Preview

Oak Grove Memorial

Family Portal

Live

Custom domain

The address families type into their browser. Subdomain is free on all plans; vanity domain (families.yourfirm.com) is Growth and above.

Subdomain (free, included)

.perpetual-care.com

Vanity domain (Growth & Enterprise)

You'll receive a CNAME target after saving.

DNS verified · TLS auto-renews · 99.98% uptime SLA

What the portal can doTenant-wide toggles

Turn off anything you don't want offered. Toggles apply to every family this firm serves.

Arrangements review
Family sees the planned services and itemized GPL.
E-sign documents
Authorizations, deeds, releases — signed in-portal.
Pay online (card · ACH · plans)
Standard payments to your firm.
EFF fundingSister · EFF
Insurance-assignment funding flow with our sister company.
Memorial Fund (crowdfunding)0% platform fee
Friends & family donate when there's no insurance / savings.
Messenger storeSister · Messenger
Drop-ship register books, prayer cards, candles, urns.
Thumbies keepsake jewelrySister · Thumbies
Order from a fingerprint captured in preparation.
Tributes & memory wall
Photos, candles, messages — moderated before publish.
Obituary review & approve
Family approves the AI draft before it publishes.
Invitations to friends & family
Email or SMS invites with RSVP and livestream link.
Livestream of services
Hosted stream + recording, embedded in the portal.
Headstone QR code
Future visitors scan to find the obituary and tributes.

Memorial Fund defaults

Defaults for new Memorial Fund campaigns. Each family can override on their own campaign.

Default fundraising goal

Apply donations automatically to the funeral invoice

If on, every donation reduces the family's balance immediately. If off, you'll review and apply manually.

Allow anonymous donations

Donors can choose to hide their name from the public donor list.

Excess funds policy

Perpetual Care charges no platform fee on Memorial Fund donations. Only standard card-processing fees apply (typically 2.9% + 30¢) — donors can opt to cover them at checkout.

Email & SMS templates

Edit the templates families and their guests receive. Use {{token}} variables.

Subject

Body

Available tokens: {{decedent}} {{family}} {{firm}} {{donor}} {{service_when}} {{service_where}}

Tributes moderation

Auto-approve tribute messages

If off, staff approves before the family sees it.

Profanity & PII filter

Hide messages with profanity or apparent SSNs/account numbers until reviewed.

Notifications

Family logs in for the first time

Document is signed

Payment received

EFF funding status changes

New Memorial Fund donation

Tribute posted (pending approval)

RSVP received

Privacy defaults

Public obituary URL

Once published, the obituary is visible to anyone with the link.

Public donor list on Memorial Fund

Donor name + amount visible publicly (donors can opt out).

Hide service address until RSVP

Useful for high-profile families.

Search engines may index obituary

Active portals

Vance family

Harold J. Vance

14 actions

3 days ago

Reyes family

Maria E. Reyes

6 actions

1 week ago

Park family

Ji-Ho Park

22 actions

today