Gather

Chase Downs

Annie McFarland

Wesley Mowry

Learn how to use Gather to manage your team's cases smoothly and create a better family experience.

Case Management

This article shows you how to send a task reminder to someone (either a helper or team member) that is active in Gather.

How to Send Task Reminders to Assignees in Gather

Task and Step Due Dates allow you to specify exactly when you need something completed, which helps ensure everything runs smoothly.

Increase Accountability with Due Dates

Wondering how to officially finalize a case in Gather? Here's your quick how-to guide.

How to Finish and Archive a Completed Case in Gather

Learn how to use WorkFlows and case tasks in Gather.

Case Tasks

Prevent double-entry by entering vital statistics in the Death Certificate section in Gather from any device.

How do I Record Case Vitals?

List of available fields in Gather's Death Certificate section that are available to utilize or hide.

Customizable Fields in Gather's Death Certificate

Update the name in the Vitals, Remember page, and URL, all in one convenient place

How Do I Change a Decedent's Name?

How to change a Family member to "Living" from "Deceased"

Change a Helper's Living Status

How Gather Automatic Case Numbering Works

How to use the Rolodex feature and search your contacts globally

Gather Rolodex

AI Note Scanner lets you upload your first call notes — handwritten or typed — directly into Gather. The AI reads your notes and automatically populates vital information fields throughout…

How to Use Gather's AI Note Scanner

Zach Chatterton

Learn how to properly store and complete case vitals in Gather.

Case Vitals

Improve team and family communication with secure notes.

How Do I Add Notes in Gather?

Keep all of your case files in one secure location.

How Do I Manage My Case Files?

Learn how to securely store case files and add case notes for your team.

Case Notes and Files

How to create a e-signature packet for your families to sign

Signature Packet: Sign Digitally

How to create a printable signature packet for your families to sign

Signature Packet: Print and Sign

How to create, print, and send document packets to your families for signatures

AutoForms: How to Create and Send Signature Packets

Learn how to use AutoForms and e-signatures in Gather.

Case Signature Packets

How to create or customize an order of service in Gather for a funeral or memorial service.

Specify Service Details Task

Most common questions about the brand new AI Obituary Builder

FAQ: A.I. Obituary Builder

Learn how you, your staff, and your families can utilize the obituary builder

How to use the A.I. Obituary Builder

Learn how to manage a case's obituary and service details in Gather.

Case Obituary and Service Details

Create a case's payer card to receive payment from families

Gather Pay: Getting Started

You deserve to get paid quickly. This article helps your team know exactly how payouts from Gather work.

How Do Payouts Work in Gather?

This walks Gather users through the 3 different layout options that are available to your staff when building compact statements in Gather.

3 Options to Display Statement Packages

Gather Pay: Remotely (ACH or Card)

Gather Pay: Insurance

Gather Pay: Cash

Gather Pay: Check

Gather Pay: Card Reader

Gather Pay: Enter Card

Gather Pay: Other

Learn about how pending payments affect your accounting, reporting and payouts in Gather.

Pending Payments

Learn how failed payments are handled in Gather, how they affect your reports, and what steps to take when a payment does not go through.

Handling Failed Payments in Gather

This article will walk you through every aspect of refunding - from understanding the payer card to issuing refunds across multiple methods.

💸 How to Issue Refunds in Gather

Learn best practices for processing refunds in Gather.

💵 What Is the Net Payment Amount I Should Refund?

A simple way to refund insurance overages and keep your case totals balanced.

🏦 How to Use Gather to Distribute Insurance Refunds for Overage Payments

Can I accept CareCredit Payments with Gather?

A Quick Guide to Reading Your Dashboard Summary

Understanding the Dashboard Roll Up

Create statements and take payments through Gather

Case Financials

A simple way to collect and organize family documents, while maintaining privacy.

How to Request Files from Families Using Tasks

Customize the Startup Message invited family members see when first logging into Gather.

Startup Message: What do Family Helpers See When Logging In?

Take Gather to the big screen! Learn how to screencast Gather to a TV when you meet with families during arrangement meetings.

How to Screencast Gather to a TV

Amber Bettis

Learn how to use the family portal in Gather to create a better experience for your team and families.

Family Collaboration

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

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

Team Collaboration

If you've started a case and need to work on it at a different location, there's a way to do that!

Transferring Cases Between Multiple Locations in Gather

Helpful guides and articles for multi-location customers.

Multi-Location Resources

Insurance Policy Statuses

Learn how to sync your Homesteaders Life Company account and quickly view preneed policies within Gather's case management platform.

How to Enable The Homesteaders Integration in Gather

Insurance Integrations

How to integrate your Gather account with Messenger's "Make It! Personal" platform

How Gather's Integration With Messenger Works

Learn about Gather's current print/stationery integrations.

Print/Stationery Integrations

Join our User Community

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

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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.

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

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