CareNote for
Team Members.

Episodes

1. 1:14

   Episode 01 / 7

   Team Members 1/7: Your First Login — the Dashboard Tour | CareNote

   Chapters & summary

   You joined your church's care team. Here's your dashboard: My People, Care Requests, Tasks Due, Visits Due — everything you carry, on one screen.

   1. 0:00Intro — what we'll cover
   2. 0:15The four dashboard cards
   3. 0:39The People directory
   4. 0:52Recap & what's next
   5. 1:02About CareNote
2. 1:40

   Episode 02 / 7

   Team Members 2/7: Logging Visits, Calls & Notes in 30 Seconds | CareNote

   Chapters & summary

   If it mattered, log it. Search for any congregant as you type, record the visit with privacy controls, and spawn the follow-up task right there.

   1. 0:00Intro — what we'll cover
   2. 0:12The team's interaction stream
   3. 0:30Starting a visit entry
   4. 0:47Details & privacy
   5. 1:05Part of the care story
   6. 1:17Recap & what's next
   7. 1:28About CareNote
3. 1:26

   Episode 03 / 7

   Team Members 3/7: Accepting & Responding to a Care Request | CareNote

   Chapters & summary

   A care request has your name on it. Accept it, reject it, or request re-assignment — no guilt, no stalling — then report the care you delivered.

   1. 0:00Intro — what we'll cover
   2. 0:11Your assigned care requests
   3. 0:30Accept, reject, re-assign
   4. 0:48After you accept
   5. 1:05Recap & what's next
   6. 1:15About CareNote
4. 1:08

   Episode 04 / 7

   Team Members 4/7: Assigning Tasks to Teammates & Volunteers | CareNote

   Chapters & summary

   Care is a relay, not a solo. Turn a visit into a follow-up task and hand it to any teammate or volunteer — they're notified instantly.

   1. 0:00Intro — what we'll cover
   2. 0:10A task born from a visit
   3. 0:22Assigning to anyone on the team
   4. 0:45Recap & what's next
   5. 0:56About CareNote
5. 1:22

   Episode 05 / 7

   Team Members 5/7: Tuning Your Notifications (Email, In-App, Push) | CareNote

   Chapters & summary

   Hear about what matters — nothing else. Email, in-app, and browser push channels, plus one list that controls every notification type.

   1. 0:00Intro — what we'll cover
   2. 0:12Your notification channels
   3. 0:33Choosing which notifications
   4. 0:58Recap & what's next
   5. 1:10About CareNote
6. 1:04

   Episode 06 / 7

   Team Members 6/7: SMS Alerts — Reply ACCEPT to Serve | CareNote Plus

   Chapters & summary

   Care at texting speed. Add your mobile once and reply ACCEPT, PASS, or MORE to care requests straight from your messages app.

   1. 0:00Intro — what we'll cover
   2. 0:13Enabling SMS
   3. 0:42Recap & what's next
   4. 0:52About CareNote
7. 1:26

   Episode 07 / 7

   Team Members 7/7: The Plus Toolbox — Groups, Email & the Care Number | CareNote

   Chapters & summary

   Serve more, type less: group workspaces with tasks/docs/expenses, forward-an-email care requests, and visit reports by text.

   1. 0:00Intro — what we'll cover
   2. 0:13Your group workspace
   3. 0:31Email to CareNote
   4. 0:48Report by text
   5. 1:02Series recap
   6. 1:14About CareNote