Getting started as a care partner: your people, your log

Accept the invitation

Your church sends an email with a secure link. The page it opens greets you with the church's name and who invited you; sign in, or create an account, with that same email address, confirm you are 18 or older and accept the terms, then click Accept.

Your first screen is a guided start that names the person who invited you. Multi-factor authentication is optional for care partners unless your church requires it; if asked, the setup takes a minute.

• Accept with the invited email address; your first screen names the person who invited you.
• MFA is optional for care partners unless your church requires it.
• You see the people assigned to you, and only them, enforced in the database.
• The raised Log button opens the quick log; person first, then the note.
• As a care partner, your notes start with your pastors and church staff with care access; Only me is one tap away, note by note.
• Follow-ups with due dates surface the overdue ones before they slip.

Meet the people assigned to you

Your Care view lists the people in your care, assigned to you directly or through a household, group, or ministry. That list is your whole view of the church, enforced in the database, so what you see is exactly what you are responsible for, no more.

Each person opens as a card with what you need for a visit: their name and photo, email and phone, their birthday, and what you have logged about them yourself: your interactions, your reports, your follow-ups. The rest of their record stays with the pastors. If someone you look after is missing from your list, ask your church office to check the assignment; assignments are written down by owners and admins.

Log care from your phone

The raised Log button in the middle of the bottom bar opens the quick log anywhere. Pick the person first, then write what happened; a call, a visit, a conversation after the service. Where dictation is enabled, the microphone in the note box types for you.

Because you are a care partner, a note you log starts shared with your pastors (the account owners) and church staff with care access (the admins), so what you write down reaches the people who can help. The visibility section says so in plain words before you save, and you can narrow it to Only me with one tap, or add specific teammates among the pastors and care staff. Add the app to your phone's home screen and the whole loop is two taps from your pocket.

Keep follow-ups moving

When a moment needs a next step, add a follow-up with a due date as you log. Your follow-ups list keeps them in view and surfaces the overdue ones first, so a promised visit does not quietly age out of memory.

If your church uses care reports, your desk shows the reports for your people, drafts you are writing and ones you have submitted for review. And if you lead a group, Sunday attendance is yours too: tap the faces you saw, save, done in a minute.