CareNote
Explainers.

Episodes

1. 1:44

   Episode 01 / 6

   Introducing Care Needs: Practical Help, Organized

   Chapters & summary

   Care Needs organizes practical help inside a care request: mowing the lawn, clearing the attic, changing the oil. Invite helpers by name, by group, or by email, and they sign up from a private link with no login. Every finished need lands on the Care Story.

   1. 0:00Introducing Care Needs
   2. 0:02The old way
   3. 0:19Add Care Needs to a care request
   4. 0:35Invite helpers
   5. 0:47Private links, city only
   6. 0:56I can help, no login
   7. 1:06Nudges and reminders
   8. 1:17Mark it done, on the Care Story
   9. 1:34CareNote organizes both
2. 1:51

   Episode 02 / 6

   Introducing Care Table: Meal Sign-Ups Without the Spreadsheet

   Chapters & summary

   Care Table is CareNote's built-in meal sign-up, so the meals your church brings live right beside the rest of someone's care. Invite helpers by name, by group, or by email, and each one claims a day from a private link with no login, with allergies front and center. Nudges cover open dates, a day-before reminder keeps meals on time, and every claim lands on the care request.

   1. 0:00Meals are how your church shows up
   2. 0:19Adding a Care Table
   3. 0:34Inviting helpers, each with a private link
   4. 0:56Claiming a day: no login, allergies front and center
   5. 1:13Nudges & day-before reminders
   6. 1:27One care story, in one place
   7. 1:38No spreadsheet. No phone tree.
3. 2:39

   Episode 03 / 6

   Introducing the Care Number: A Local Phone Line Just for Care

   Chapters & summary

   The Care Number is a dedicated local phone number, in your own area code, just for care. Anyone can call or text it: voicemails are transcribed, a care request opens automatically, and your care team is notified right away. Your team uses it too, calling in a visit report from the road that CareNote files on the right person's record.

   1. 0:00The phone is the front door for care
   2. 0:32Publish one line
   3. 0:51Grace calls: leaving a voicemail
   4. 1:06CareNote listens: a care request opens
   5. 1:23If she texts instead
   6. 1:35Pastor Dawn files a visit by phone
   7. 1:54Matched to Margaret: an update & a task
   8. 2:15One number. Routed right.
4. 1:50

   Episode 04 / 6

   Introducing SHAPE Assessments: See How Your People Are Made

   Chapters & summary

   SHAPE Assessments show how each person in your church is gifted to serve across five dimensions: Spiritual gifts, Heart, Abilities, Personality, and Experiences. Share one public link, and anyone can take it at their own pace with no login; results are scored instantly, with all 19 spiritual gifts ranked plus a DISC profile. Results land on the person's profile, so the people who shepherd your church can point them where they'll thrive.

   1. 0:00The hard part isn't willingness
   2. 0:20Five dimensions, one link
   3. 0:41Grace takes the assessment
   4. 0:52Life interrupts: saved & resumed
   5. 1:04Scored: 19 gifts ranked + DISC profile
   6. 1:14Results land on her profile
   7. 1:25Pastor Dawn connects her to serve
   8. 1:36One link. Five dimensions.
5. 2:15

   Episode 05 / 6

   Introducing Huddle: The Right People Around One Care Case

   Chapters & summary

   Huddle gathers the right people around one care case without giving everyone access to everything. Huddle members see only the case they are invited to, volunteers help entirely by email with no login, and every visit, call, task, and note lands on one shared care timeline so staff keep the full picture.

   1. 0:00What a huddle is
   2. 0:11Meet Margaret
   3. 0:32Church staff see every case
   4. 0:45Inviting the huddle
   5. 1:03Huddle members see only this case
   6. 1:22Visits and calls land on the timeline
   7. 1:32Volunteers help by email, no login
   8. 1:56Staff keep the full picture
6. 1:47

   Episode 06 / 6

   Introducing Benevolence Approvals

   Chapters & summary

   Benevolence Approvals turns a request for help into one documented decision: the request is matched to the family's profile and routed to your committee, who vote from a one-click email link with no login. The committee advises, your leadership makes the final call with a written decision note, and the follow-up task is created the moment it is approved.