New and improved mygoldencharter portal
The mygoldencharter.co.uk portal has been re-launched in a new, modernised form.
On logging in, funeral directors are presented with a far more intuitive, easy to navigate site that provides you with the tools you need to manage your Golden Charter plans effectively, all presented in a new, more contemporary style echoing the company’s brand refresh.
The portal, which is accessible 24/7 and 365 days a year, is easily accessible from desktop, tablet and mobile devices, and will allow you to personalise the site with your own logo.
Just some of the key features include:
• The latest news and resources
• Funeral plan quote generator
• Your live plan information
• Your financial information, allowing you to view account statements and generate a funeral director invoice (FDIA)
• Document library, including marketing literature and campaign materials searchable by name and date
• Online booking and order form for events, stock and merchandise
Watch out for the pop-up ‘tooltips’ that will appear when you log in, guiding you through the new site and helping you to make full use of its functionality. You will be able to turn the tooltips function on or off using the toggle button on each page, to give all members of staff in your business the opportunity to view the tips and hints for getting the most out of the portal until they are confident in how to navigate it.
Your existing funeral director portal login for mygoldencharter.co.uk will allow you to access the new site. However, if you don’t already have a login for the site, you’ve forgotten your username or password, or you haven’t logged on since 1 January 2016, please speak to our Field Support team on 0141 931 6310 who will be happy to provide this for you.
Tags: digital, FDIA, Golden Charter, invoice, My Golden Charter, mygoldencharter, online, portal