How Tos - CareNote Documentation

Care Needs: Organizing Practical Help from a Care Request

List the yard work, repairs, rides, and event shifts a family needs, invite helpers by name, group, or email, and let them say "I can help" on a simple page with no login. Every claim and finished need lands on the Care Story.

Importing Interactions from a Spreadsheet

Keep your visits, calls and notes in a spreadsheet? Upload a CSV from the Interactions page, let CareNote match each row to the right person, and download the rows it could not place, with the reason for each.

Logging One Interaction for a Couple or a Household

A visit to a married couple is one event that belongs in two Care Stories. Choose Couple and fill the form in once, from the Interactions page or from a care group, and CareNote records it on both people. This guide also covers a whole household.

Team Roles and Team Access: Who Can See and Do What

Learn the roles on your CareNote team, how to move a paid login to email-only access, and what each of the six Team Access switches lets Team Members see, create, edit, close and reassign.

Custom Dashboards: Build Your Own Care Reporting View

Build a dashboard from your own care data, drag the widgets into the order you want, and share it with your whole team or with the specific people who need it. A CareNote Plus feature for staff and care leaders.

Care Interaction Links: Logging Care Without a Login

Give lay ministers and visitors one bookmarkable link to log visits, calls and prayer requests with no account and no sign-in. Learn to generate, send, resend, regenerate and revoke Care Interaction Links.

Care Groups: Organizing Your Team for Ministry

Care Groups turn your staff and care team into coordinated ministry teams. Learn how to create a group, set roles, route care requests to a group, work with a group's people, protect sensitive interactions, and let team members run their own groups.

Team Settings: Language, AI, Privacy and Access in One Hub

One hub for how CareNote works for your whole team. Set the team language (English, Español or Nederlands), choose who can see and change what, decide how care requests close, and switch each AI feature on or off, or all of them at once.

Logging Care: The Complete Guide to Interactions

Every visit, call, text and prayer request in one timeline. Learn how to log interactions, choose who can see them, turn a follow-up into a task, copy or import interactions, and read a person's complete Care Story.

Managing People and Households in CareNote

People are the heart of CareNote. Learn how to find and add people, keep their details current, organize families into households, read a person's record at a glance, and decide who on your team can see and edit each profile.