Start Here — Onboarding.

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Episodes

1. 1:23

   Episode 01 / 5

   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 / 5

   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 / 5

   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 / 5

   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 / 5

   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