CareNote for
Care Administrators.

Episodes

1. 1:23

   Episode 01 / 36

   CareNote Onboarding 1/5: Day One — Your Dashboard & the Care Action Center

   Chapters & summary

   New to CareNote? Start here. Day one for care pastors and church admins: the dashboard, quick actions, and the Care Action Center — the home base that makes sure no care request slips.

   1. 0:00Intro — what we'll cover
   2. 0:15The admin dashboard tour
   3. 0:43The Care Action Center — your home base
   4. 1:02Recap & what's next
   5. 1:11About CareNote
2. 1:44

   Episode 02 / 36

   CareNote Onboarding 2/5: Getting Care In — Forms, Email, SMS & the Care Number

   Chapters & summary

   Five ways care requests reach your church: manual entry, public care request forms, Planning Center forms, email-to-CareNote, and the Care Number. All five land in one care system.

   1. 0:00Intro — what we'll cover
   2. 0:18Door 1 — manual care requests
   3. 0:31Door 2 — public care request forms
   4. 0:43Door 3 — Planning Center forms
   5. 0:55Door 4 — Email to CareNote
   6. 1:09Door 5 — the Care Number
   7. 1:21Recap & what's next
   8. 1:32About CareNote
3. 1:15

   Episode 03 / 36

   CareNote Onboarding 3/5: Assigning Care — Individuals, Groups & First-to-Accept

   Chapters & summary

   A care request without a name on it is a request nobody owns. Assign to a person or a whole care group, reassign without guilt, and let first-to-accept find the first yes.

   1. 0:00Intro — what we'll cover
   2. 0:12Assigning a care request
   3. 0:26Reassigning (person or care group)
   4. 0:39First-to-accept (CareNote Plus)
   5. 0:54Recap & what's next
   6. 1:03About CareNote
4. 1:15

   Episode 04 / 36

   CareNote Onboarding 4/5: Staying Ahead — Waiting Room, Risk Radar & Daily Beacon

   Chapters & summary

   Stop doing reactive care. Four tools that keep your care ministry in front of the need: the Waiting Room, Risk Radar, Chaser List, and the Daily Beacon morning briefing.

   1. 0:00Intro — what we'll cover
   2. 0:13The Waiting Room — triage
   3. 0:23Risk Radar — who's slipping
   4. 0:34The Chaser List — overdue care
   5. 0:43The Daily Beacon report
   6. 0:54Recap & what's next
   7. 1:03About CareNote
5. 1:25

   Episode 05 / 36

   CareNote Onboarding 5/5: Proving the Work — Care Timeline, AI & Board Reports

   Chapters & summary

   When the elder board asks how the care ministry is going, show them. The care timeline, AI-assisted matching and briefings, and reports with real numbers from real care.

   1. 0:00Intro — what we'll cover
   2. 0:13The care timeline & printable care story
   3. 0:28AI: Who can help + briefings
   4. 0:44Care Delivered Insights for the board
   5. 1:00Series recap
   6. 1:13About CareNote
6. 1:49

   Episode 06 / 36

   How to Import Your Congregation from Planning Center into CareNote (People Sync)

   Chapters & summary

   Connect Planning Center Online once and your whole congregation flows into CareNote — with webhooks that keep people in sync forever after.

   1. 0:00Intro — what we'll cover
   2. 0:16The integrations hub
   3. 0:32Importing your people
   4. 0:52Webhooks & people sync
   5. 1:12Importing anniversaries as milestones
   6. 1:26Recap
   7. 1:37About CareNote
7. 1:20

   Episode 07 / 36

   How to Import Church Members from Breeze, Excel or Any CSV into CareNote

   Chapters & summary

   Not on Planning Center? If your church management system exports to CSV — Breeze, ChurchTrac, Excel — CareNote imports it, with auto-mapped columns and a consequence-free dry run.

   1. 0:00Intro — what we'll cover
   2. 0:17Import & Export overview
   3. 0:36CSV import with dry run
   4. 0:58Recap
   5. 1:08About CareNote
8. 1:55

   Episode 08 / 36

   How to Create Your First Care Request in CareNote (Track a Pastoral Care Need)

   Chapters & summary

   From a hallway conversation to a tracked, assigned pastoral care need in under a minute. Create a person, open their profile, and file your first care request.

   1. 0:00Intro — what we'll cover
   2. 0:18The People directory
   3. 0:32Adding a congregant
   4. 0:48The profile page
   5. 1:02Creating the care request
   6. 1:17What happens next
   7. 1:29Recap
   8. 1:43About CareNote
9. 1:50

   Episode 09 / 36

   How to Use Church Volunteers Who Never Log In (Free Email Volunteers) | CareNote

   Chapters & summary

   Your volunteers don't need another password. Email-only volunteers are free on every CareNote plan: invite, assign, and get care reports back — all by email.

   1. 0:00Intro — what we'll cover
   2. 0:20Inviting a volunteer
   3. 0:36Volunteers on the team page
   4. 0:48Assigning care by email
   5. 1:07The report closes the loop
   6. 1:25Recap
   7. 1:38About CareNote
10. 1:56

    Episode 10 / 36

    How to Log Pastoral Care Visits, Calls & Notes (with Privacy Controls) | CareNote

    Chapters & summary

    Track pastoral care visits in 30 seconds — home visits, hospital visits, phone calls, notes and prayer requests — with privacy controls on every entry.

    1. 0:00Intro — what we'll cover
    2. 0:20The interactions stream
    3. 0:42Logging a visit
    4. 1:01Privacy & visibility controls
    5. 1:22The interaction page
    6. 1:32Recap
    7. 1:45About CareNote
11. 1:35

    Episode 11 / 36

    How to Manage Follow-Up Tasks in Your Church Care Ministry | CareNote Tutorial

    Chapters & summary

    Never miss a follow-up again. Every follow-up in CareNote is a task with an owner, a due date, and a state the whole team can see.

    1. 0:00Intro — what we'll cover
    2. 0:16The tasks board
    3. 0:33Creating a task
    4. 0:46Assignment & notification
    5. 0:56Tasks born from visits
    6. 1:09Recap
    7. 1:23About CareNote
12. 1:46

    Episode 12 / 36

    The Care Timeline: Every Visit, Call & Task in One Story | CareNote Tutorial

    Chapters & summary

    One timeline, one place, one system. See every visit, call, text and task around a care request in chronological order — and print the care story for an elder who doesn't do screens.

    1. 0:00Intro — what we'll cover
    2. 0:18The care request page
    3. 0:34The care timeline
    4. 0:55The care story (and print view)
    5. 1:22Recap
    6. 1:34About CareNote
13. 1:46

    Episode 13 / 36

    Church Milestones: Remember Birthdays, Anniversaries & Grief Dates | CareNote

    Chapters & summary

    The dates a church remembers when it's at its best — surgery recoveries, grief anniversaries, birthdays — tracked with automatic reminders your team doesn't have to think about.

    1. 0:00Intro — what we'll cover
    2. 0:17The milestones board
    3. 0:38Creating a milestone
    4. 0:50One milestone, two people
    5. 1:05Reminders & the Daily Beacon
    6. 1:23Recap
    7. 1:34About CareNote
14. 1:21

    Episode 14 / 36

    Care Assignments & Visitation Schedules that Recalculate Themselves | CareNote

    Chapters & summary

    Ongoing care relationships, not one-off requests. Assign every deacon their people, set a visit frequency, and watch the visitation schedule recalculate itself after every visit.

    1. 0:00Intro — what we'll cover
    2. 0:17The care assignments page
    3. 0:35The My Assignments dashboard
    4. 0:57Recap
    5. 1:10About CareNote
15. 1:32

    Episode 15 / 36

    Church Care Teams & Groups: Organize Your Care Ministry | CareNote Tutorial

    Chapters & summary

    Nobody shepherds alone. Give your deacons, homebound ministry and care team each a home in CareNote — with the numbers that tell you where care is flowing, and where it's gone quiet.

    1. 0:00Intro — what we'll cover
    2. 0:19The groups page & health stats
    3. 0:42A group's dashboard
    4. 0:57People in the group
    5. 1:09Recap
    6. 1:20About CareNote
16. 1:33

    Episode 16 / 36

    Group Care Collaboration: Shared Feeds & Check Availability | CareNote Plus

    Chapters & summary

    With CareNote Plus a group becomes a working team: one shared activity feed, care requests assigned to the whole group, and check-availability to find who can actually serve this week.

    1. 0:00Intro — what we'll cover
    2. 0:17The shared activity feed
    3. 0:39Group requests & check availability
    4. 0:59Group roles
    5. 1:12Recap
    6. 1:22About CareNote
17. 1:53

    Episode 17 / 36

    The Care Action Center: One Screen for Everything That Needs You | CareNote

    Chapters & summary

    What needs my attention today? One screen answers it: new requests to triage, people at risk, overdue follow-through, and requests waiting for a decision.

    1. 0:00Intro — what we'll cover
    2. 0:14The action inbox
    3. 0:38Risk Radar
    4. 0:59The Chaser List
    5. 1:14The Waiting Room
    6. 1:26Recap
    7. 1:41About CareNote
18. 1:42

    Episode 18 / 36

    How to Manage Prayer Requests at Your Church (Daily Prayer List) | CareNote

    Chapters & summary

    Track prayer requests, build a daily prayer list, and see exactly which requests are covered in prayer — because prayer is care too.

    1. 0:00Intro — what we'll cover
    2. 0:14Logging a prayer request
    3. 0:33The Daily Prayer List
    4. 0:50A request's page
    5. 1:04The prayer coverage report
    6. 1:23Recap
    7. 1:30About CareNote
19. 2:01

    Episode 19 / 36

    Turn Planning Center Forms into Care Requests Automatically | CareNote Plus

    Chapters & summary

    Prayer cards and care forms your congregation already fills out in Church Center can become care work automatically — parsed, routed to the right group, nobody re-typing anything.

    1. 0:00Intro — what we'll cover
    2. 0:20Your Planning Center forms
    3. 0:40A form's automation
    4. 1:03Adding an automation
    5. 1:19Submissions
    6. 1:36Recap
    7. 1:49About CareNote
20. 1:46

    Episode 20 / 36

    Build a Public Care Request Form for Your Church Website | CareNote Tutorial

    Chapters & summary

    One link on your website or bulletin where anyone can ask for help — no login, no Planning Center needed — and every submission becomes a tracked care request.

    1. 0:00Intro — what we'll cover
    2. 0:16Custom forms overview
    3. 0:30The form builder
    4. 0:53Public URL, defaults & security
    5. 1:13What your congregation sees
    6. 1:25Recap
    7. 1:34About CareNote
21. 1:44

    Episode 21 / 36

    Email to CareNote: Forward an Email, Get a Care Request | CareNote Plus

    Chapters & summary

    "Hey pastor, did you hear about John?" Forward that email to your team's CareNote address and it becomes a tracked care request — subject, body, tags and all.

    1. 0:00Intro — what we'll cover
    2. 0:18Your forwarding address & tags
    3. 0:37How parsing works
    4. 1:02A real-world example
    5. 1:22Recap
    6. 1:32About CareNote
22. 1:30

    Episode 22 / 36

    Track Referral Partners: Counselors, Food Banks & Sister Churches | CareNote

    Chapters & summary

    Some care needs more than your church can give. Keep every referral partner — counselors, food banks, sister congregations — one click away, with referral notes that save the next pastor a phone call.

    1. 0:00Intro — what we'll cover
    2. 0:17The organizations directory
    3. 0:31An organization's record
    4. 0:53External care requests
    5. 1:09Recap
    6. 1:18About CareNote
23. 1:42

    Episode 23 / 36

    Grief Care & Baptism Workflows: A Year of Care, Planned in a Minute | CareNote

    Chapters & summary

    The best pastoral care is a program: a year of grief support, a season of baptism prep. Workflow templates turn those programs into schedules that run themselves.

    1. 0:00Intro — what we'll cover
    2. 0:19The workflow template library
    3. 0:37Inside a grief-care template
    4. 1:02The workflow report
    5. 1:20Recap
    6. 1:30About CareNote
24. 1:31

    Episode 24 / 36

    Pastoral Care Reports Your Elder Board Will Actually Read | CareNote Tutorial

    Chapters & summary

    You can't shepherd what you can't see. Care Delivered Insights, activity trends, and provider workload — real numbers from real care, ready for the board meeting.

    1. 0:00Intro — what we'll cover
    2. 0:15Care Delivered Insights
    3. 0:39Activity by month
    4. 0:52Provider activity & workload
    5. 1:10Recap
    6. 1:19About CareNote
25. 1:45

    Episode 25 / 36

    AI for Pastoral Care: Daily Briefings, Volunteer Matching & Reports | CareNote

    Chapters & summary

    AI that saves your care team hours while every decision stays human: a morning care briefing, SHAPE-based "who can help?" matching, and reports written from a plain-English sentence.

    1. 0:00Intro — what we'll cover
    2. 0:13The Daily Beacon briefing
    3. 0:36Who can help? (SHAPE matching)
    4. 1:02The AI report builder
    5. 1:21Recap
    6. 1:33About CareNote
26. 1:38

    Episode 26 / 36

    Church Team Roles & Permissions: Admins, Team Members, Volunteers | CareNote

    Chapters & summary

    Right people, right access. Four roles — administrator, team member, huddle member, volunteer — plus invitations you can resend and team-wide privacy settings.

    1. 0:00Intro — what we'll cover
    2. 0:13Roles on the team page
    3. 0:36Managing invitations
    4. 0:54Team-wide settings
    5. 1:15Recap
    6. 1:26About CareNote
27. 1:51

    Episode 27 / 36

    What is CareNote Plus? SMS, Automation & First-to-Accept Explained ($199/yr)

    Chapters & summary

    You have CareNote Core — so what does Plus add? Core tracks care; Plus makes sure it happens: requests that flow in from anywhere, SMS acceptance, and automation that runs without you.

    1. 0:00Intro — what we'll cover
    2. 0:14Care requests from anywhere
    3. 0:40Assign without the back-and-forth
    4. 1:03Automate the follow-through
    5. 1:26Recap
    6. 1:39About CareNote
28. 1:19

    Episode 28 / 36

    The Care Number: One Phone Line for Your Church's Care Ministry | CareNote

    Chapters & summary

    Not the pastor's cell. A dedicated phone number for care — printed in the bulletin, answered by your system, with volunteers filing visit reports by text.

    1. 0:00Intro — what we'll cover
    2. 0:16Your Care Number & bulletin copy
    3. 0:45Volunteers text their reports
    4. 0:58Recap
    5. 1:07About CareNote
29. 1:41

    Episode 29 / 36

    SHAPE Assessments: Discover Spiritual Gifts & Route Care by Strengths | CareNote

    Chapters & summary

    Spiritual gifts, heart, abilities, personality, experiences — a public SHAPE assessment link for your whole congregation, with results that actually route care.

    1. 0:00Intro — what we'll cover
    2. 0:20SHAPE settings & public link
    3. 0:43The congregant experience
    4. 1:02SHAPE powers care matching
    5. 1:20Recap
    6. 1:29About CareNote
30. 1:27

    Episode 30 / 36

    Meal Trains Without the Spreadsheet: The Care Table | CareNote Tutorial

    Chapters & summary

    Surgery, new baby, a season of grief — somebody always says "we should organize meals." The Care Table is a meal sign-up built into the care request: helpers claim a date from a link, no login.

    1. 0:00Intro — what we'll cover
    2. 0:17A meal sign-up in the care request
    3. 0:39Allergies, notes & reminders
    4. 1:01Recap
    5. 1:15About CareNote
31. 2:01

    Episode 31 / 36

    Level Up Church Volunteers with SMS, Links & First-to-Accept | CareNote Plus

    Chapters & summary

    Your email volunteers can do more with CareNote Plus: SMS acceptance, shareable interaction links, first-to-accept broadcasts, and Care Number reporting.

    1. 0:00Intro — what we'll cover
    2. 0:19First-to-accept
    3. 0:38Inviting a volunteer to SMS
    4. 0:48The SMS opt-in
    5. 1:02Care interaction links
    6. 1:18The Care Number for volunteers
    7. 1:33Recap
    8. 1:49About CareNote
32. 1:28

    Episode 32 / 36

    Invite Family into a Loved One's Care: Huddles for Admins | CareNote Plus

    Chapters & summary

    Gather everyone who loves one person — family, friends, a chaplain — into a huddle around their care, while staff notes stay staff-only.

    1. 0:00Intro — what we'll cover
    2. 0:16Adding a huddle member
    3. 0:36Staff notes stay staff-only
    4. 0:55What huddle members see
    5. 1:07Recap
    6. 1:16About CareNote
33. 1:46

    Episode 33 / 36

    Auto-Route Care Requests with Categories & On-Call Schedules | CareNote

    Chapters & summary

    Teach CareNote your church's language — then let every care request route itself to the right group, the right campus, or whoever's on call today.

    1. 0:00Intro — what we'll cover
    2. 0:14Custom categories
    3. 0:33Category → group auto-assignment
    4. 0:53Smart routing conditions
    5. 1:09The on-call schedule
    6. 1:25Recap
    7. 1:35About CareNote
34. 1:32

    Episode 34 / 36

    Church Care Automations: Workflows, Triggers & Actions | CareNote Plus

    Chapters & summary

    Care falls through the cracks when it depends on someone remembering. Automations make your best care process the default — triggered by real events.

    1. 0:00Intro — what we'll cover
    2. 0:14Automated workflows
    3. 0:37Live triggers
    4. 0:51Automation actions
    5. 1:11Recap
    6. 1:20About CareNote
35. 1:18

    Episode 35 / 36

    Family-Based Pastoral Care: Households in CareNote | Tutorial

    Chapters & summary

    Churches don't shepherd names on a list — they shepherd families. Households give every family one record: members, address, and all their care together.

    1. 0:00Intro — what we'll cover
    2. 0:13The households list
    3. 0:30Inside a household
    4. 0:56Recap
    5. 1:06About CareNote
36. 1:10

    Episode 36 / 36

    CareNote Billing in 60 Seconds: Plans, Seats & Free Volunteers

    Chapters & summary

    Where to see what you pay and why: your plan, paid users, free volunteer slots, and invoices — with billing that adjusts automatically as your team changes.

    1. 0:00Intro — what we'll cover
    2. 0:09Your plan at a glance
    3. 0:27Seats, add-ons & invoices
    4. 0:47Recap
    5. 0:59About CareNote