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Pastoral Notes let your care team document sensitive conversations, counseling observations, and follow-up plans. Notes are access-controlled — visible only to authorized pastoral staff, never to the member or general team.

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Quick Start

  1. Open a member profile.
  2. Go to the Pastoral Notes tab.
  3. Click Add Note and write your entry.
  4. The note is saved with your name, timestamp, and restricted visibility.

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Access Controls

  • Who can create notes: Any user with the pastoral care role
  • Who can view notes: Only users with explicit pastoral access for that member’s church/ministry
  • Who cannot see notes: The member themselves, general team members, or volunteers
  • Audit trail: Every note creation and view is logged
Pastoral notes contain sensitive information. Ensure only authorized staff have the pastoral care role in your organization settings.

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How-to Guide

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Add a Pastoral Note

1

Open Member Profile

Navigate to the member you met with.
2

Go to Pastoral Notes Tab

Click the Pastoral Notes tab (shows a lock icon).
3

Write Your Note

Document the interaction — what was discussed, any concerns, follow-up actions.
4

Save

The note is timestamped with your name and saved securely.
When creating a care request from a pastoral visit, reference the note for context. The care request is visible to the assigned team, while the detailed note remains restricted.

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Pro Tips

Use pastoral notes after every home visit or counseling session. Even brief notes (“Visited Maria — recovering well, will check in next week”) build a valuable care timeline.

Care Requests

Formal care tracking

Members

Member profiles where notes live