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KnowledgebasePeople & Family ManagementPastoral Care Notes, Milestones & Access Restrictions
People & Family Management
3 min readUpdated September 2026

Pastoral Care Notes, Milestones & Access Restrictions

Recording confidential pastoral visits, prayer requests, and life milestones.

Overview

Pastoral Care Notes let pastors and authorized elders log hospital visits, counseling touchpoints, and prayer requests securely. Notes are strictly confidential and restricted to authorized leadership roles.

Key Points:

  • Role-based privacy (volunteers and general staff cannot view pastoral notes)
  • Track salvation dates, baptisms, and membership classes
  • Full audit logging on all note access

Need assistance setting this up?

Our team can guide you through migration, custom domains, or WhatsApp configuration.

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