CareNote

About CareNote

CareNote is a comprehensive pastoral care platform built to help churches organize, coordinate, and deliver exceptional care with clarity and confidence. Everything lives in one unified system—care requests, visitations, updates, follow-ups, milestones, volunteer activity, tasks, and care histories—giving your team a complete and always-current picture of every person you serve. Designed for both staff and volunteers, CareNote blends powerful automation with a deeply human focus, making it easier than ever to receive needs, respond quickly, report outcomes, and follow up with consistency.

CareNote’s volunteer-friendly workflow and intelligent tools transform how care moves through your ministry. Assignments can be accepted instantly via SMS or email, care requests can be created directly from text or forwarded messages, and comprehensive Congregant Care Briefings prepare you for every visit. Privacy-aware permissions keep sensitive information secure, while Daily Beacon reports and care analytics give leaders visibility into activity and impact. With seamless Planning Center integration, CareNote becomes the dedicated home for your care ministry—equipping your team to coordinate well, love people well, and ensure no one falls through the cracks.

How it works with Planning Center

CareNote’s integration with Planning Center keeps your people data accurate and up-to-date so your team can focus on providing exceptional pastoral and congregational care. Using secure OAuth authentication, CareNote connects to Planning Center People and automatically syncs new individuals, profile changes, households, and campus information. Real-time webhooks ensure updates flow seamlessly between platforms without any manual data entry.

Once connected, CareNote becomes the centralized home for your care ministry—capturing needs, coordinating your team, and tracking every interaction. Care requests can be created from Planning Center forms, forwarded emails, or text messages, while CareNote’s smart routing and volunteer-friendly workflows help your team respond quickly and consistently.

Here's what you can expect with the CareNote and Planning Center tntegration:

• Automatic Visibility of New People: Any new individuals added to Planning Center or CareNote will automatically appear on the other platform, ensuring you have the most up-to-date information at all times.

• Real-Time Contact Updates: When contact information is updated in Planning Center, the changes will reflect immediately in CareNote and vice versa. Say goodbye to the hassle of updating information in multiple places!

• Effortless Connection: Linking CareNote with Planning Center People is a breeze. With just a couple of clicks, you can establish a connection between the two platforms, designed to be quick and user-friendly.

• Automatic People Sync – New people, profile updates, households, and campuses from Planning Center are instantly synced into CareNote.

• Forms Integration – Planning Center Form submissions can automatically create CareNote care requests, tasks, and follow-up workflows.

• Tab Mapping – Tabs in Planning Center can be mirrored into CareNote to organize care teams and assignments.

• Note Sync – Notes created in CareNote can be optionally attached to a person’s profile in Planning Center, keeping essential care context connected to their record.