Before you begin
Sign in to the correct organization and make sure this product is enabled. Creation and administration require the appropriate team role. Screens may differ with your language and permissions.
For a church with multiple locations, choose a campus in the top bar before creating a record. All permitted campuses combines only records you can access. Check the Campus field before saving; changing it transfers that record and requires access to both campuses. Policies and boards can also be church-wide.
Church owners and administrators add physical, online, or temporary campuses in Settings → Campuses. In Team & permissions, open Campus & product permissions to set each person’s campus, role, and products. A campus administrator manages records; church settings remain with church administrators and owners.
Open the right case
Open Care and select the case title. Check its assigned worker and audience. A person’s presence in the People directory does not give that person a sign-in account or access to care records.
Add a note or visit
In Care notes & visits, choose Care note or Visit record. Enter the useful update. Keep Only the assigned worker and administrators selected for a confidential entry, then select Add entry.
Set the next follow-up
Use Edit care case to adjust the follow-up date, assignment, or status. Check the overview for upcoming work. Notifications are reminders, not an emergency response service; contact the appropriate local services for urgent needs.
If something looks different
Missing actions usually depend on your role, the record’s visibility or status, or whether the product is enabled. Ask your organization administrator before creating duplicate records or changing access.