Notes

Notes are how your pastoral care team records interactions with members of the congregation. They help you track who has been contacted, what was discussed, and when follow-up is needed.

Types of Notes

EverySheep supports two kinds of notes:

General Notes

General notes are simple text records attached to a person. Use these for any freeform information — prayer requests, personal details to remember, or general observations.

• Can include images as attachments
• Visible to all team members with access to the person's profile

Pastoral Notes

Pastoral notes specifically record care interactions. Each pastoral note tracks:

• Connection type — How the interaction happened: email, SMS, phone call, or in-person visit
• Content — What was discussed or observed
• Date — When the interaction took place

Pastoral notes automatically update the person's "last contacted" date, helping you see at a glance who may need outreach.

Creating Notes

1. Navigate to a person's profile
2. Use the notes section to add a new note
3. Choose the note type and fill in the details
4. Save

Viewing Notes

From a person's profile, you can see all notes in chronological order. Notes show who created them and when, so you can track your team's activity.