Gather

With Case Watchers, you can improve efficiency and collaboration by keeping an eye on particular cases beyond just the ones assigned to you.

Watching Cases with Case Watchers

Overview of the Case Card

This article walks through the simple process of inviting a team member to Gather.

How Do I Invite a Team Member?

How and where to connect your Google Calendar and best practices on using your funeral home calendar with your staff

Connect Your Team Calendar

This article will show you how Gather helps keep everyone on the same page.

Managing Your Day with Gather's Calendar

Use Gather's global search from any device to find what you are looking for in just a few seconds.

What Can I Find Using the Global Search Feature?

Learn how you can create and apply custom Labels to organize your cases across multiple dimensions.

Organizing Your Cases with Labels

Looking to update a case and convert it from a pre-need case to an at-need case in Gather? This is the guide for you.

How to Convert a Case From Pre-Need to At-Need in Gather

Wesley Mowry

Amber Bettis

Zach Chatterton

Learn how to collaborate with your team on a case in Gather.

Team Collaboration

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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.

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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.

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