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& Processing Guide

Completing the Booking

Before a booking is completed, your Funeral Home will have steps to follow to ensure everything has been covered.

Potential things to check before completing a booking are:

Ensure the Funeral Arrangements, Musicians & Providers, Personal Effects Register, and Related Persons tabs are completed
Ensure the Concierge tab is completed
Ensure payments made to date are in line with terms of invoice
Ensure the deceased record is marked as deceased

Many of the Sales & Booking tabs are editable after the booking is completed, so your Funeral Home may choose to close the Sales & Booking before all tabs and all services are completed.

However, the deceased record must be marked as deceased to be able to complete the booking.

Once all checks have been completed, choose Change Status on the right-hand side of the Summary tab of the Sales & Booking.

Change the status to Completed, as outlined in the Completing the Booking section of this guide.

Completing the Booking

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