Track Counseling Sessions
Keep confidential session notes with privacy controls and progress tracking.
“Track pastoral counseling visits”
— What churches tell us they need
How it works in CareNote
CareNote's privacy controls make it ideal for tracking pastoral counseling. You can keep session notes private to you, or restrict them to specific roles, groups, or people.
Step-by-step guide
Log an Interaction
From the person's profile, click “Log Interaction”
Choose an appropriate type
Select a type like “Counseling” or “Meeting”
Turn on Private (Just Me)
Only you can see it; it's hidden from other staff, reports, and notifications. Tip: save this as your default preset for counseling.
Record session notes
Write your session notes in the content field. Track duration if desired.
Set follow-up for next session
Mark “Requires follow-up” and set the date for the next session
View session history
All your private sessions appear in the person's timeline—visible only to you
Privacy options
Private (Just Me)
Only you. Perfect for sensitive counseling notes.*
Share with a few colleagues
Private means exactly that. To share with a few colleagues, leave Private off and list them under Also Visible to Specific Users.
Administrators only
Restrict by role so care leads see it and volunteers don't.
* Site owners can see everything in CareNote unless they turn that ability off in Team Settings (Enforce Private Interactions).
What you get
- Private session notes visible only to you
- Complete session history per person
- Follow-up reminders for next sessions
- Selective sharing with specific colleagues
- Track duration and sentiment
Ready to track counseling sessions?
Start your 14-day free trial and see how easy it is.