Arrangement Aide

Take advantage of a user-friendly interface to see all of your current arrangements at a glance and manage each record as needed.

Help families complete paperwork, make arrangement decisions and even pay for a funeral with one convenient software.

Both you and the families you serve can work on an arrangement, no matter where you are or what device you are using.
The Arrangement Aide feature is only available to clients who are using the management system. 
If you do not already have this activated in your system and are interested, please contact us. 

Getting Started with Arrangement Aide

Once your project manager activates this in your system, there will be two points of accessing the Arrangement Aide:
  1. Log into your system and click the Arrangement Aide tab at the top. When clicked it will open in a new window for you. 
  2. A URL your project manager provides to you. This will be a direct link. We recommend setting up a new home screen icon on your phone or tablet for quick access.
All record data is tied between the two platforms, so what you change in your system will update in Arrangement Aide and vice versa. 

Arrangement Aide Overview

  1. Log into your system and click the Arrangement Aide tab at the top. 
  2. You will now need to login again.
You will be taken to the dashboard. Here is a breakdown of the features you see on the dashboard.

Arrangement Aide logo in the top left: click to get back to your Arrangement Aide dashboard.

There is a search bar allowing you to search for records.

Click the +New Arrangement button to start creating a new arrangement. Note, what you see here is what you see in your system. Refer to the records section of this manual to learn about how a record works. 
View any submissions made.
View all your records.
Edit your settings.
Get help on Arrangement Aide.
Takes you back to your system.
Click the arrow beside the photo in the top right to logout.

Arrangement Aide Settings

When you click on the gear icon in the top right you will see a series of tabs.

Each tab explains what you need to do to finalize the setup within each section. 
  1. Missing Information Tab - allows you to set up controls and customizations to send additional information to a family in a secure portal. 
  2. Forms Visibility - allows you to control which forms you want available to print in your system.
  3. Remembrance Questions - allows you to edit or add questions within the case file. 
  4. Package Maintenance - control which Pricing Packages you want to see when working with families. 
  5. User Access - user access is control under your main system, not within the Arrangement Aide feature. Go to System Settings > Arranging Director Admin > Maintain User Accounts. Admin users will automatically be granted access, however, all other users will require a custom access if they require this feature.

Creating a New Arrangement

  1. Click the +New Arrangement button.
  2. Complete all the fields within then click Begin Arrangement.
  3. There will be a series of tabs with a series of sub-categories to go through. 
  4. For certain fields you have the option to provide later. Simple toggle the field to provide later.
  5. Make sure to save each section as you go through them. 
  6. There is a Save and Continue button in the bottom when you are done each tab.
  7. Once complete, an email notification will go out to the funeral home.
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