CareNote Plus & More.

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Episodes

1. 1:30

   Episode 01 / 6

   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
2. 1:51

   Episode 02 / 6

   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
3. 1:41

   Episode 03 / 6

   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
4. 1:27

   Episode 04 / 6

   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
5. 4:41

   Episode 05 / 6

   Practical Help, Organized: Care Needs Sign-Ups in the Care Request | CareNote Tutorial

   Chapters & summary

   Mow the lawn for five weeks, clean out an attic, staff a memorial luncheon — Care Needs organizes practical help inside the care request. Helpers sign up from a link, no login, and every finished need lands on the Care Story.

   1. 0:00Intro — what we'll cover
   2. 0:24Where Care Needs lives
   3. 0:40Add Care Needs from a care request
   4. 0:59Setup: story, address, instructions, contact
   5. 1:24Adding a need
   6. 1:41Repeating, flexible, and timed needs
   7. 2:01Inviting helpers
   8. 2:20Activate & send invitations
   9. 2:36The invitation email
   10. 2:47What helpers see
   11. 2:59I can help — the sign-up
   12. 3:12Confirmation, calendar & mark it done
   13. 3:31Tracking sign-ups
   14. 3:48It lands on the Care Story
   15. 4:04The family's own page
   16. 4:15Recap
   17. 4:29About CareNote
6. 1:10

   Episode 06 / 6

   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