Full Demo I talk with church leaders every week, and the same frustration keeps coming up. People are slipping through the cracks. The hospital visit nobody made, the follow-up that was forgotten, the detail you swore you'd remember and didn't. When pastoral care lives in sticky notes, spreadsheets, text threads, in your memory, someone eventually gets missed. And that's why NoteBird exists. One simple place to track every conversation, follow-up, and life milestone so every person feels known, remembered, and cared for. Let's discover how you can care for your people better with NoteBird. This is your congregation in NoteBird. And so your people may have been brought over by connecting to something like Planning Center, maybe you imported a spreadsheet, maybe you entered them in manually, but when you log into NoteBird, this is the screen that you end up seeing. You've got your people here in the center column. You've got your filters on the left column. You've got your groups that you can organize people in, and whenever you need to add any person, you can add them right here. We've got some helpful badges when people are added, such as if they're new, and they have a specific join date, and you can hover over it, and it will tell you that. And then we've got some other things called a pulse indicator that lets you know when the last time somebody has been contacted, but it's maybe been a while. And so there's a couple of different levels. This person, Harold, has not had an updated task in 39 days. They might be slipping away or slipping through the cracks. And so you need to make sure to take care of them and update them. But this is home base for NoteBird, and it's so easy to find your people. The search bar is automatically highlighted so you can log in, open it up, and begin typing immediately, for example, to see somebody like Margaret. It also does fuzzy search, so if you can't fully remember the name or you misspell it, we'll still help you find it anyway. Let's say you were on a profile for Margaret, and she has just had surgery from the hospital. She's in good spirits after this hip surgery. She expects to head home. There's an update that you went to visit her in the hospital. She's recovering well, hopes to be discharged soon. And so today, you're going in to log an update to say that you've called her, she's being discharged today, and you want to make sure to add a follow-up to call her again tomorrow and make sure she gets settled. And so we're going to go in, and we're going to quickly add an update. So once you've found Margaret's profile, you can click Add Update, and you can begin typing. You can say things like, "Talked to Margaret on the phone. She is being discharged today and is feeling much better after the surgery." Okay. And so we've got this here. If you have a team and you'd like to tag them, you can hit the at mention chip, and then you can tag a teammate in this so they get notified that this has happened. We're not going to do that for this update. Then you can set the update type. So it's already defaulted to your most recent update type selection, but you can think of this as a way to categorize your updates. And so there's lots of different categories by default. You can also customize these, and we'll show that in another video. But this is a hospital visit, so we've done that. If you have a particular place, you are free and welcome to enter the place. You can set your update visibility. And so this will make sure that the update is visible to other people. You can see that yourself will be able to see it, as well as three other people. You can click on that, and you can hover over to see who will also see this update. Then you can set the date and the time, and if there are any attachments, you can set those as well, maybe things like a screenshot of a text thread or an email chain that you can add as context to the update. Once you're done, you can save and log the update. And that's it. You can do it from your desktop, or you can do it from your phone. It's super easy. It takes just a couple clicks. And now you've got a record of care activity that is happening for Margaret. And this is how you add updates in NoteBird. We've just added an update for Margaret that's mentioned that we've talked to her on the phone, that she's been discharged today, and that she's feeling much better after her surgery. And so now we wanna add a follow-up to make sure that we don't forget to call tomorrow to check in and make sure she's doing well. So we can quickly go here, and we can add a task. And we can just write a follow-up call with Margaret. We're going to make sure that the task visibility is set as the same as the update. And so we will see this as well as the other users here. You can always click and determine who else is going to see this task. It's going to be assigned to myself, and we're going to make sure that this is due tomorrow. If this is a repeating task, you can click to repeat, and then you can set some details on how often it should repeat and when it should repeat. It's really easy to do. And then you can also add attachments to tasks. Again, if there's something specific for this task, you can make sure to add it. Save the task, and now this will show as Due Tomorrow. It's going to show up in something called the Early Bird Report, which you get every day, which logs details about activity that's happening in NoteBird and care that's happening inside of your congregation. It's also gonna show up on the Activity Feed and in your Task list, which is something that we will show here in another video. And that's how you add a follow-up task in NoteBird. Now, Margaret's husband passed this past spring. And so what we want to do is we want to add a milestone for this so that it shows up and alerts us every year, so that we get that a week before it happens, so we can be making sure to follow up with Margaret, to send her a card, to send her a text, to send her a call. This is an important date that's happened in her life. And so we go to Margaret's profile, we scroll down, and we hit Add Milestone. We'll select the Type, and we're going to say it's the Passing of a Loved One, and we're going to go back, and we say it happened on April the 7th of this past year. We're going to want to show this annually in Activity, so this shows up in our Activity Feed, shows up in our Early Bird report to make sure that we can follow up to Margaret that this important date doesn't get missed. Then we can add a short description to this. Spouse Passed Away. So now on Margaret's profile, this milestone has been saved, and it's going to appear in the Activity Feed. It's going to appear in our inbox so that we know when it's coming up to make sure that we can get in touch with her. If you're syncing with something like PlantingCenter or Breeze, these milestones, like birthdays and anniversaries, can come in automatically, and they can show up in the Activity Feed. That way nobody slips through the cracks, and the dates that are most important to your people are never missed again. And that's how you add a milestone in NoteBird. This is the Activity Feed in NoteBird, and this is the central hub for where all of the care activity that's happening in your organization shows up. On the left, we've got our column of Updates, and these are all the updates that are happening across your organization listed chronologically. And see, we see all the things that have happened today, all the people that have been touched, who they have been touched by, and we can see all of that really quickly at a glance. We can scroll down to quickly see everything that's happening, and then we can also see the things that have happened yesterday. It'll scroll, the header will change. So we get an overview of what's happening there. And then on the right, we have our Milestones. Now, Milestones will tell us the important dates that are happening for people in our congregation. So we see that Walter has a passing of a loved one that happened a year ago. Probably somebody should be reaching out to him just to check in on him, say we're thinking about him, to make sure he feels known, he feels seen, he feels heard, he feels loved. We've got birthdays that are coming up. And if for whatever reason you happen to miss something from the previous day, you can go in, you can scroll up, and you can see there was a birthday in an answered prayer. So you can check in on those people. If you're trying to find something about an update, but you can't remember, maybe there's a lot, you can just type, and fuzzy search works really well. We can see everything that's happening regarding a surgery that we're trying to find. You can go in and you can search, and you can find all this information. You can also filter on the left. You can go by people that you're following. You can go by membership types, the kinds of updates that you want to check in on, the kinds of milestones that you want to be looking for. You can also filter by group. So maybe you only want to see updates that have been happening in your grief care share. You can also show restricted updates, which are a special kind of update that only shows for specific people with that permission, typically for more sensitive things. So this is the activity feed, and this is the central hub for all the care that's happening in NoteBird. It's really easy to get to, it's really easy to search, and it's so helpful to make sure you're staying on top of care in your congregation. Now, people tell me that the reports from NoteBird are what they cannot live without. And so this is on your Reports page. It's easy to access from the dropdown menu here. In the header, you can click on Reports, and you'll see two things. On the left, you'll see your Early Bird report. You get this in the app as well as an email, and it shows you all the activity that has been happening at your congregation, and you can pick by the day. So as you are adding activity, as milestones are happening, as tasks are coming due, it will show up, and you can see a history and log of what's happening. You can see all the tasks, all the milestones in yesterday's update that are occurring, that also have a brief tip of the day to help you use NoteBird better, and a way to encourage you to share NoteBird with other churches. Then there's also a Report section, and you can run reports on your People, Updates, Milestones, and Tasks. The two most popular ones are Updates and Milestones. So let's click on Updates, and let's see what's been happening in our organization. By default, it's going to show you everything happening in the last 90 days. And so the wonderful thing about reports is you can export this. So you can take it, you can download it as a CSV, or you can even print this report in case you want to bring this to a staff meeting, maybe to an elder meeting, maybe to a board meeting, so you have something to present on how care is happening and occurring in your congregation. You can customize and show and hide these columns, and you can see all kinds of information here. You can see all the updates that are happening, the notes with it, as well as who is creating them. This is super important to make sure that your people who are caring for the congregation that you have are being held accountable to doing that, and you can be confident that care is occurring in your organization. Another really popular port is Milestones. You can click on Milestones, run the report, and by default, it'll show the next 90 days all the most important dates that are happening in your congregation, whether it's a passing of a loved one and you want to make sure to send a text or a card. Maybe it's a birthday. Maybe someone joined a year ago or a long time ago, and you just want to say, "Hey, thank you for joining and being a faithful member of this congregation." Maybe it's a sobriety date. It's so important to people, and these dates are things that you do not want to miss. They play such an important role in the lives of your people, and so you want to make sure that you're having those care touchpoints. And you can also export these milestone reports. You can get a CSV. You can print it out. But again, there's so much information that you can grab here in Reports, so you can understand and have a pulse on how the care is being handled inside of your congregation. And that's a little bit about what Reports looks like in NoteBird. Now, we know care inside of a congregation is often a team sport, and so in NoteBird, you can invite your team to help you care for your people. Think of inviting elders, maybe deacons, your church staff, volunteers. They all can be added and invited into your NoteBird account. And so I'm here on the My Team page. You can find that by clicking the drop-down in the Header Menu and clicking My Team. And then you can go to Add a New User. So let's say we're going to add somebody named Micah. We're going to add their name and their email address. And Micah is responsible for helping to care for youth and young families. And so we can see that there's a few different user roles and permissions that you can read more about here to understand the correct permission settings that you should have. But we're going to add Micah to the Youth and to the Young Families groups. So by default, they'll only be able to see people that are assigned to these groups. They'll only be able to see updates that are assigned to these groups. They can manage those people. They can add updates and care, but this makes sure that your care is contained in the proper place. Once you've set these permissions, you can hit Invite User. Micah's going to get an email from NoteBird asking him to accept the invite. He'll create his account, and then he'll log in, and he'll see a screen just like you've seen before. He'll end up on the People page, and he can start reading about the activity happening for his people. He can log updates, tasks, milestones, and other important information so that you can make sure that care is happening in your organization, and it's not just you. So you can invite people to come in to help care to make sure that nobody slips through the cracks. And that is how you add and invite your team in NoteBird. Now getting your people into NoteBird is the easy part. If you're using something like Planning Center or Breeze or ChurchWindows, we have a native sync that you can sign in, you can connect, and it'll automatically bring your people into NoteBird. It might categorize them by memberships, so you can filter that. It'll bring in important dates, contact information, and all of that that you have in those church management platforms, so that you can get started quickly with NoteBird. But if you're not using one of those, we also have a secure import portal. You'll see a button here to Import Your Data, and you can upload your list. It'll send a notification directly to us. We'll log in. We'll check it out. We'll make sure that it's formatted right, and then we'll quickly import it for you. We also have an example spreadsheet to give you an idea of exactly what we're looking for, so you can customize it to make sure that your data comes in in a way that's useful and good for NoteBird. Once your data is in, you can go in and you can begin adding updates. You can always add people before then. We'll make sure that the data gets merged in. Nothing gets overwritten. Nothing gets duplicated. So if it takes a little bit of time for you to connect with Planning Center or to upload your people, it doesn't have to prevent you from adding people right away, adding updates right away. You can do that with confidence knowing that everything is going to be merged in and taken care of. And that is how you get your people in NoteBird. In NoteBird, you've got the ability to comment, react, and mention your teammates on things that are happening inside of NoteBird. So I'm in the Activity Feed, and I see that Margaret has recently been discharged and is feeling much better after her surgery, and I just want to let the team know that I have seen this. And so I can go, I can hover over this area, and I can click the heart, and it will show that I've seen it, that I've given it a heart, I've reacted to it. Now, maybe there's something that needs to happen on another update. Maybe I'm going down here. I see about Ethan. They caught Ethan before school that soccer tryouts are on Friday. He's nervous. I told him a few of us will be in the stands. And so I want to comment and let the team know I will also be there. And so I'm going to say "Be there to encourage him for his tryouts." Now, I'm also going to bring in somebody else to tag them to see if they'll be there too. So I'm going to hit the @. I'm going to ask Emily, "You be there as well?" I'm going to post this comment, and so now there's an update and a comment on this update, and now Emily is going to receive an email that she's been mentioned in this so that she can follow up as well. Maybe she'll just react to this comment here, or maybe she'll add a comment, too. And so that's how your team can be communicating with one another as you're caring for your people in NoteBird Now, groups in NoteBird allow you to organize your people exactly the way that you care for them. They sort them into lists so that it matches how care really works in your organization, and then you can invite people to only see or be a part of those groups. You can easily see them here on your People page on the left. You've got your list of groups here. We've got Grief Care, Homebound, New Members, Seniors, Young Families, Youth, and anybody who is ungrouped. You can easily and quickly add a new group from this screen. You can also manage your groups. You can go in and you can edit them. You can rearrange them in the sidebar in a way that makes most sense for you. You can also follow a group. So when you follow a group, you'll get notifications for any time an update or a task happens for a person in this group. You can also customize these groups. So you can go into your settings, you can go into Customizations, you can click your Group Types, you can add groups, you can change them, you can adjust them. And so you can make sure that you can customize NoteBird to the way in which you care for your people in your congregation. We all know that follow-ups are so important as part of the care process, and tasks in NoteBird help you follow up easily and make sure that nobody slips through the cracks. And so we're here on the main Tasks page, and you can see all of your tasks, some that are overdue, some that are upcoming that are due, and you can see all of your completed tasks, everything that's been happening. If you need to search for something, it's really easy. You can quickly click and search for anything that's happening in your tasks. You can find tasks for all of your followed people. You can filter by membership type. You can also see your tasks or maybe just unassigned tasks in general. You can find all the tasks that have been unassigned, or you can go in and you can further filter this by the groups. So you can see all the tasks assigned for a particular group. This helps to make sure that nobody is falling through the cracks, that follow-ups are happening, so that you can be confident in your care process that's happening inside of your organization. We all know that it's so important that we are notified and follow up quickly when care is happening or needs to happen for one of our people in our congregation. And so in NoteBird, you can customize these notifications and you can quickly view them in the inbox. In the header menu, you can click on your Inbox here, and you can see all the things that are unread. You can see the tasks that are happening. You can see the visits and updates that are occurring. You can click, and you can even react and reply to these things right inside of the inbox. You can also view anything that's been read, and if you want to go through or you've been through everything, you can mark everything as read, and it will say it's all caught up. You can also adjust your notification settings in your profile. You can adjust when you receive your Early Bird report, which is a report of all the activity that's happened in the prior day in your organization. You can set the time and whether you want an inbox email, both, or neither. You can also set up Activity Notifications. And we have sensible defaults that are here, but you can customize all of this, and you can get notified about all activity that you are able to see. Only people or groups you follow, only people you follow, or maybe you don't want any notifications, and you can turn them all off. You can go in and you can customize each kind of activity notification. You can also customize your participation notifications, so anytime replies or completions on tasks and updates that you created are assigned to or commented on. And then finally, you can customize your direct notifications, maybe when somebody assigns a task to you, or somebody mentions you, or when somebody reacts to something that you have done. So in NoteBird, you can make sure that your notifications are customized and personalized to you so that you are aware of all of the activity that's happening inside of your organization and that nobody slips through the cracks. I really hope you've enjoyed this demo as I've walked through NoteBird with you. NoteBird is the tool that will help you easily track and organize pastoral care in your congregation. And you can try it 100% risk free today. You can sign up for a 14-day free trial, and if you need anything, you can reach out to our fast, friendly human help. We love churches, and we want to help you find success with NoteBird. We want to make sure that your people are being cared for well, and we want you to use NoteBird to do it. So please click on the link, get started today, and I look forward to seeing you inside of NoteBird.
Video: Reactions, Comments & Mentions
Video Transcript
Reactions, Comments & Mentions
Comment, react, and mention a teammate right on an update.