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Assign Care to Volunteers

Delegate care visits to deacons, elders, and volunteers with automatic notifications.

“Assign care visits to volunteer visitation team”

— What churches tell us they need

How it works in CareNote

CareNote offers two ways to assign care: Assignments for long-term ongoing care relationships, and Care Requests for one-time or short-term care needs.

Option 1: Long-term Assignments

Use this when a volunteer will care for someone on an ongoing basis.

1

Go to Admin → Assignments → Create

This is where you set up ongoing care relationships

2

Select the care receiver and caregiver

Choose the person who needs care and the volunteer who will provide it

3

Set a visitation schedule (optional)

Configure weekly, biweekly, or monthly visit frequency. CareNote will track when visits are due.

Option 2: One-time Care Requests

Use this for specific care needs that need to be handled.

1

Create a Care Request

From the Dashboard, click “Create Care Request”

2

Assign to an individual OR a group

Assign directly to a volunteer, or send to a group where the first person to accept gets the assignment

3

Volunteer receives notification

They get an email or SMS and can accept/report back without logging in

What you get

  • Automatic email/SMS notifications to volunteers
  • First-to-respond routing—first volunteer to accept gets the assignment
  • Volunteers can respond via email—no login required
  • 3 free email-only volunteers per paid user
  • Track who's caring for whom across your team

Ready to coordinate your care team?

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