What's New - CareNote Documentation

What Is the Care Number?

The Care Number is an optional add-on that gives your church a dedicated local phone line congregants can call or text for care. Voicemails become care requests automatically, texts get a warm reply, and everything lands in one place for your team. Here is how it works.

Joining a CareNote Team as a Volunteer

Your church invited you to its care team, and you never need a password. See what the invitation says, how to join, how to respond to care assignments from one bookmarked page, how to file a care report, and how a coordinator resends your link.

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.

Huddles: Inviting Trusted Care Providers into One Care Request

Some people in your church are close to one situation but should not see everyone else's care. A huddle gives them a login scoped to one care request or one person. Learn how to add members, share staff notes, and set up notifications.

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.

Zoom Meetings: Recorded Calls That File Themselves

Connect your church's Zoom account once, and every cloud-recorded care call files itself on the person's record as a Phone Call, with a summary, the full transcript and the recording link. Learn the setup, filing rules, calls that need review, and scheduling a Zoom from a profile.

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.