Review online arrangements

Open Intake → Online arrangements. This queue holds direct-cremation requests from your firm’s public arranging page. It is separate from recording an arrangement on an existing case.

Publish an offer

With the required settings access, add a location under What you offer online, choose a package from the price list and describe what it includes. Save the draft, then select Publish when the price and text are approved. Each location can have one direct-cremation package.

Copy Your arranging page and review the public page before sharing it. Families choose the offer and provide the decedent’s and their own contact details. The page does not collect payment.

Review submissions

1. Open a request under Waiting for you.
2. Contact the family and confirm the details and requested service.
3. Select Open a case if the firm accepts the arrangement, then follow the case link. Continue this case at the top links to the director, family contact and removal; complete the normal case records.
4. If the firm cannot accept it, select Decline, optionally record a reason, and confirm. Contact the family separately; declining does not send them a message.

Started and not finished contains drafts, which cannot yet be accepted. Accepted and declined requests remain under Dealt with.

Use Take offline to stop publishing an offer. If an offer has bookings and cannot be removed, take it offline instead. Existing requests still need staff review.