CareNote Volunteer SystemEmail-Based Care Coordination

Our volunteer system streamlines care coordination through secure email-based workflows. Volunteers can respond to care requests and complete tasks without needing to log into CareNote, while administrators maintain full oversight of all care activities.

Understanding User Roles

CareNote ❤️ Your Volunteers

CareNote is the only pastoral care platform that truly enables your care team volunteers. Multi-user licenses are $9/user/month and each paid user includes three free volunteer accounts. Additional volunteers can be added in $5/month bundles ($1/volunteer/month).

Volunteers are care team members who don't require a CareNote login.

  • They serve periodically (typically once or twice a month)
  • Common volunteer activities include:
    • - Writing cards to hospitalized members
    • - Preparing meals
    • - Providing transportation to church
    • - Other vital support tasks
  • Only through CareNote's volunteer system, you can easily manage their assignments and coordinate their care activities without requiring them to have full system access

Pro Tip: While some volunteers may be inactive, having them in the system allows for flexible engagement when they're available to serve. This "ready reserve" of helpers can be invaluable for occasional needs or special circumstances.

CareNote Login Users

Administrator

Full system access with ability to manage users, settings, and all care activities

Manager

Can manage care requests, tasks, and coordinate volunteer activities

User

Basic access to view and manage assigned care activities

Email-Only Volunteers

Volunteer Features

  • • Receive care requests via email
  • • Accept or decline assignments
  • • Submit completion reports
  • • No login required
  • • Secure token-based actions
How It Works

Email Assignment

Volunteers receive care requests via email with secure action links

One-Click Actions

Accept, decline, or complete tasks directly from email links

Task Reporting

Submit completion reports and updates through secure forms

Security Features

Our system uses secure, time-limited tokens for all volunteer actions. Each link can only be used once and expires automatically. We protect against email prefetching and ensure secure form submissions.

Expiration Periods

Action links have varying expiration periods:

  • • Accept/Reject: 7 days
  • • Complete: 90 days
  • • Report: 45 days

Email Templates

Customizable email templates for all volunteer communications including assignments, reminders, and confirmation messages. Maintain consistent communication while preserving your ministry's voice.