Easily share CareNote with your team

You don't have to worry about putting something together to convince your team—we've done that for you.

Video: CareNote Pastoral Care Software Demo

CareNote is designed to revolutionize pastoral care by managing, tracking, and organizing life details and care needs. Struggling to remember past interactions or find your pastoral care notes? CareNote was designed for just that – tracking the details that matter the most.

The platform includes three main features: updates, tasks, and life milestones. Updates store every care interaction, while tasks manage follow-up actions, and life milestones track significant life events.

With CareNote, you can add updates for care interactions, assign tasks, and remember life milestones, such as the passing of a loved one. CareNote also offers real-time updates, allowing you and your team to see interactions as they happen. Whether it's storing notes, scheduling follow-ups, or customizing care groups, CareNote puts all the information you need at your fingertips.

How to Share CareNote With Your Team

Watch the CareNote Demo Video

Share this CareNote demo video with your team or watch it together at your next staff meeting. We show you exactly what CareNote has to offer so you can decide if it is the right fit for you.

You don't even have to craft the first email—we saved you a few keystrokes.

Copy and paste the following text into an email or just click the fancy button below!

Share CareNote via Email

Subject: Getting Started with CareNote for Care Coordination

Hi [Care Team],

We are excited to introduce CareNote as our new system for managing care requests more efficiently. CareNote will help us streamline care request intake, automate assignments, and ensure consistent follow-ups—making it easier for congregants to receive the care they need.

Going forward, when someone from our church submits a care request form ([Insert Link]), the request will be processed through CareNote. Based on the nature of the request, a care assignment will be made, and as a member of the team, you may be asked to follow up.

Additionally, CareNote allows us to document care interactions with congregants who reach out directly or those we know are in need of care—even if they haven't submitted a request. This helps us maintain a centralized record of care activities and ensures no one falls through the cracks.

CareNote also enables us to involve one-time volunteers in specific care tasks without requiring them to join the care team. For example, if someone is willing to provide a meal but doesn't want to commit long-term, they can still receive assignments through CareNote.

To help you get started, here's a quick video tutorial: [Insert Link]. We will also schedule a check-in [Insert Timeframe] to discuss how things are going and ensure an effective strategy for managing care at our church.

Your CareNote invitation will come from:
notifications.carenote.app

With the subject line:
"Invitation to join [Church Name]'s CareNote"

Please let me know if you have any questions.

Thanks,
[Your Name]
[Your Church Name]