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How Tos

Tracking Care Expenses

Record the groceries, utility bills, and rent help your church gives, right on the person or group you served. Tag a couple on one entry, filter by year, and pull the Expense Report when leadership asks where the help went.

Documents: Attaching and Protecting Files in CareNote

Keep intake forms, releases, and receipts with the person they belong to, and choose which care groups can see each one. Here is how to add a document, set Access Control, and find files again with CareNote Plus Documents.

SHAPE Assessments: Discovering How Your People Are Gifted

The people who can help are already in your congregation. SHAPE is a spiritual gifts add-on for CareNote: members discover how they are wired, their top gifts surface on their profile, and your care team finds the right people for each care request.

Care Table: Organizing Meal Sign-Ups

A meal sign-up built into the Care Request. Set the dates, invite helpers by name, group, or email, and people claim a day on a simple public page with no login. Meals stay beside the visits, notes, and tasks, so nothing gets missed.

The Care Action Center: Your Daily Mission Control

Start your day in one place: new requests to assign, tasks to work, people going quiet, group requests waiting on an answer, and reports that are late. Here is how to read and work every panel of the Care Action Center.

Importing from Planning Center Online

If your church runs on Planning Center Online, CareNote can bring your people straight in. Connect once, import your active people, turn on People Sync, and see what each CareNote Plus sync adds.

Connecting Church Community Builder to CareNote

Bring your Church Community Builder congregation into CareNote in two steps. This guide covers authorizing the connection, running Start Import and Sync to CareNote, what a second run does and does not update, multi-campus churches, and disconnecting or reconnecting.

Connecting ChurchSuite to CareNote

Bring your ChurchSuite Address Book into CareNote. Create an API user in ChurchSuite, paste in your Client Identifier and Client Secret, and let a nightly sync keep profiles and households current.

Connecting Subsplash to CareNote

Bring your congregation from Subsplash into CareNote. Save your credentials, click Import People, and optionally turn on webhooks to keep profiles current. Includes how to disconnect and what a Subsplash delete does in CareNote.

Public Care Request Forms

Give your congregation and website visitors a no-login way to ask for care. This guide covers the four ways a request can come in, the simple External Care Requests link, the Form Builder, and what happens when someone submits.