Keep Confidential Notes
Private notes visible only to you, with options to share with specific team members.
“Track pastoral care visits, keep confidential notes”
— What churches tell us they need
How it works in CareNote
CareNote gives you full control over who sees your notes. Keep sensitive information completely private, or selectively share with specific colleagues.
Creating a private note
Create a Note or Interaction
From a person's profile, click “Add Note” or “Log Interaction”
Set privacy to “Just Me”
Select “Just Me” from the privacy options
Write your note
Enter the content—this is now visible only to you
Note appears in timeline (for you only)
The note shows in the person's care timeline, but other team members can't see it
Privacy level options
🔒 Just Me
Only you can see this note. No one else—not even admins—has access.
👔 Admin/Managers
Only users with Administrator or Manager roles can see this note.
👥 Everyone
All team members who have access to this profile can view the note.
🏷️ Specific Groups
Only members of selected groups can view this note.
Sharing private notes
Even if a note is marked “Just Me,” you can add specific users who should also see it. This lets you share sensitive information with just the people who need to know.
What you get
- Truly private notes—visible only to you
- Role-based visibility (Admin, Manager, Everyone)
- Group-based visibility controls
- Selective sharing with specific users
- Encrypted storage for all notes
Ready to keep your notes confidential?
Start your 14-day free trial and see how easy it is.