Client Portal
One place for the things we need
When you arrange a funeral or cremation with MyRest, I’ll usually set you up with your own private Client Portal. It’s one place to fill in forms, upload photos and files, and get back to me on the things I need from you, without a pile of emails going back and forth.
There’s no account to create and no app to download. You just get a unique link from me, and it works on your phone, tablet or computer.
What can I do in my Client Portal?
What you see depends on your arrangements. You might be asked to:
- Fill in your Personal Details so the death can be registered
- Complete an Authority to Release
- Upload photos for a funeral booklet or photographic tribute
- Let me know your music choices
- Choose or confirm a coffin or casket
- Answer questions or leave me a note
- Upload documents or other files
- Check where your payment is up to
- Keep track of what still needs doing
You won’t necessarily see all of these. I only add the tasks that are relevant to you.
Your progress
Your portal shows what’s done and what still needs your attention, with a progress bar up the top so you can see where things are up to at a glance. Each time you finish a task, it’s ticked off.
Uploading photographs and files
Photos and files can go straight from your phone, tablet or computer into the portal, so there’s no need to email dozens of photos one by one.
I might set up separate tasks, like Photos for booklet and Photos for tribute video, just to keep everything sorted for what it’s meant for. If there’s something I should know about the photos (who’s who, a favourite, one to leave out…), you can add a note with your upload.
Completing forms
Some forms can be filled in right there in the portal. The Personal Details form, for example, has everything needed to register the death and get the official Death Certificate on its way.
If something needs your signature, I can send it through the portal for you to sign digitally.
Questions and decisions
When I need you to make a decision or give me some information, about music, photos or the coffin or casket for example, it’ll show up as a task. You answer it right there, and it stays together with the rest of your arrangements.
You don’t have to do everything at once
The portal is there to make things easier, not to hand you a long list of jobs to do straight away. Some things are more urgent than others, and some can wait. I’ll add tasks as they become relevant, so you can work through them as and when you’re able.
Questions?
If you’re not sure about something, or you just can’t work out what I’m asking for, give me a call or send me a message. You don’t have to figure it all out on your own… the portal looks after the practical bits, and I’m still here for everything else.