Guides & Tutorials

 

We are here to help you. Below, please find guides, video tutorials, and supportive information to walk you through our suite of solutions at your pace. You may chose to jump down to a particular section, or you may scroll through step-by-step. For further assistance please call 877.788.0019 or email service@sympathybrands.com.

 

SERVICE SCHEDULE  |  SETTINGS  |  CREATE CASE  |  SEMINARS  |  MEETINGS

 

Service Schedule

The Service Schedule is the main page of the Sympathy Brands platform. Here you will find a list of upcoming services for your location(s), displayed in order of the next occurring service. You may view and edit services, as well as print a schedule.

Along the top of your Service Schedule, you will see filters for location, director, and date range. To select a particular location, funeral director, or date range, you may select the name(s) and dates from the associated dropdown and print your service schedule.

If your location hosts a Viewneral Service, you will be able to start the service by clicking on the blue START button in the Viewneral column. 

Please note: Following the service, past cases may be accessed in the Case Directory.

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Settings

The Settings dropdown menu provides you with the option to view and edit all the settings for any of your location’s. The links below will take you directly to the video tutorials for the respective sections. View the FAQ or Best Practices for helpful tips to communicate with your families. 

View All Video Tutorials
Profile Settings
Email Settings
Email Template Settings
Dropdown Settings
FAQs

View & Print Complete User Guide

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Create Case

Create an at-need or pre-need case. Enter the decedent’s details, family information, and service details. Select Viewneral® and Aftercare recipients and enter Tribute information to share with family and friends, and on your website. Use the Case Directory to access and edit any cases that have been created.

View All Video Tutorials
Create a Case
Service Details
Viewneral
Tribute & FuneralPlan™
FAQs

View & Print Complete User Guide

 

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Seminars

Create a pre-need Seminar, host a panel, or sponsor local events. The links below will take you directly to the video tutorials and provide step-by-step instructions for section. See Best Practices for recommendations on promoting your Seminar.

View All Video Tutorials
Create a Seminar
Feature Seminar Presenters
Edit Email Settings
Invite Seminar Presenters
Invite Guests
Begin a Seminar
Access Reports, Recordings, and Email Absentees
FAQs

View & Print Complete User Guide

 

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Meetings

Meetings provide your funeral home with a virtual space to engage with families or with internal staff. Seamlessly communicate and share information during at-need and pre-need arrangement conferences.

View All Video Tutorials
Create a Meeting
How to Send a Meeting Link
Access Meeting Recordings and Reports
FAQs
Best Practices

View & Print Complete User Guide


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Contact Us

 

If you have any questions, please contact our support team.

  service@sympathybrands.com      877.788.0019