Parting Pro

Streamline Operations & Save Time

Every family interaction should have a case in Parting Pro, no matter how the arrangement begins. Use this guide to know where to start

When & How to Start a Case in Parting Pro

How to Take Back Control of Your Workflow With Task Templates

How to Create & Edit Task Templates

Global Tasks Quick Guide

Recommended Form Settings

Step-by-step instructions and one-page resources to help you use Parting Pro efficiently.

Guides & Quick References 📄

Embracing Online Arrangements: A Funeral Director’s Journey to Better Service with Parting Pro

Discover why online arrangements aren't a threat to your brand, but a protective barrier that elevates the funeral director’s true vocation over data entry.

The Digital Front Porch: Protecting the Sacred in a Transparent Age

Practical insights and real-world examples designed to inspire new ways of working with Parting Pro. These pieces go beyond the step-by-step and show how funeral homes can improve service, streamline workflows, and adapt to families’ changing needs.

Articles ✍️

September 2026 AMA: Top Parting Pro Capabilities You Didn’t Know About (ACH, Apple/Google Pay, Financial Reporting, Text Notifications & AI Assistant)

July 2026 AMA Session: New Parting Pro Features (Events, Calendar & Decedent Care)

This AMA covers creating and customizing invoice templates, adding line items, and sending invoices to multiple recipients.

February 2025 AMA Session: Invoicing

Unlock the power of forms in Parting Pro. Automate smarter, send by service type, and streamline your process with proven best practices.

March 2025 AMA Session: Forms

June 2025 AMA - Global Task List

July AMA 2025 - New Contract Features

September AMA 2025 - Contracts & Invoices

October AMA 2025 - Optimizations That Work For You

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

November AMA 2025 - Custom Outbound Emails

Full recordings of our Ask Me Anything sessions, where we walk through features, share best practices, and answer common questions from funeral directors.

AMA Session Recordings 💬

Learn how to create and manage new cases in Parting Pro

How to create a New Case in Parting Pro

How can I generate and print forms for an in-person arrangement?

Preparing Forms for In-Person Arrangements

Learn how to log a new shopper case and send a proposal email.

How to Send a Proposal Email

Learn how to efficiently navigate and update case information

Navigating Case Details

How do I collect vitals information prior during the online checkout so the information gets pre-populated in the forms?

How Vitals Power Your Forms in Parting Pro

Watch and learn! Step-by-step video guides to help you master every aspect of Parting Pro.

Video Tutorials

___________________________________________________________

Parting Pro Help Desk

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.