Teams, Volunteers & Huddles.

← All topics

Episodes

1. 1:50

   Episode 01 / 8

   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
2. 1:21

   Episode 02 / 8

   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
3. 1:32

   Episode 03 / 8

   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
4. 2:12

   Episode 04 / 8

   How to Create a Group in CareNote: Name, Type, Permissions & People | CareNote How-To

   Chapters & summary

   A two-minute how-to for care administrators: create a new care group from scratch, decide who on your team can manage it, and add the people it cares for.

   1. 0:00Intro — what we'll cover
   2. 0:16The groups page — Add New Group
   3. 0:28Group details: name, type, campus
   4. 0:53Who on your team manages it
   5. 1:15Description & Create
   6. 1:25Your new group's page
   7. 1:35Adding the people it cares for
   8. 1:49Recap
   9. 2:01About CareNote
5. 1:33

   Episode 05 / 8

   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
6. 1:38

   Episode 06 / 8

   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
7. 2:01

   Episode 07 / 8

   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
8. 1:28

   Episode 08 / 8

   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