Frustration with Pastoral Care I talk with leaders every single day about pastoral care and their frustrations with tracking and organizing and managing all the details and the follow-ups and how people continue to fall through the cracks. That's why we built Notebird a tool helping churches and organizations care for their people. Before we built Notebird,
History of Tracking Pastoral Care this was me trying to use my memory to remember all of the details of past interactions and what's going on, and I blew it several times. This was also me trying to find my pastoral care notes. I know that I saved them in my notes app on my phone or, or actually maybe I saved them in my journal or on a Post-It note. I was just always searching for the information that I needed. This was also me searching through my email threads to find the pastoral care information. Before my next meeting, I would type in someone's name into the search bar and kind of just search through these email threads to find some details that would help with my upcoming conversation. This was also me yelling down the hall to my team to see if anyone had talked to Betty about her surgery before I placed that follow-up call. People were falling through the cracks and so that's why we built Notebird Tech companies typically just give you kind of vague screenshots on their
100% Transparent Demo website in hopes that you sign up for a free trial to give your name and your email address, and we totally get that strategy, but we're taking a little bit different of an approach. I wanna share exactly what we've built with Note Bread. So I'm about to share my screen, walk you through the product in hopes that if it's a tool that you want to use, that you'd sign up for a free trial and really use it in your context. And if it's not, we'd love to hear from you. There's a Chat with us button on the website. We're always trying to improve Notebird, so we'd love to hear your feedback. That being said, I'm gonna share my screen, show you exactly what we've built and see if Notebird is the right tool for you. This is what you'll see when you first log into Notebird. Notebird has three main pages here at the top People Activity and Tasks, and this is where all of your congregants will be stored here on the People page. And what we say is that Notebird is People First Technology. So anytime you want to add any information into Notebird, you'll want to search their name, click on their profile and get into their profile here. So on the left hand side you'll see contact information, life details related people, all of those things will be on the left hand side of the profile. Now the three main features that we have with Notebird starting in the upper right hand corner are updates in tasks. And the last one on the left hand side are life milestones. So let's talk about updates. An update is any care interaction conversation,
Main Feature: Pastoral Care Updates any of the notes that you want to take for Amanda. So I'll click on a on add update, and here I can say, Hey, I talked with Amanda. We found out that she broke her leg, and that surgery is on August 15th. Any other details that you want to add here, they'll go there. So these are the notes that you've historically been keeping in a spreadsheet or in a Word doc or kind of in your notes app. Those are going in this section right here. That's what we call an update. Just above that, we have what's called an update type, and this is the type of interaction that I am storing right now into Notebird. So was this, uh, a coffee meeting, a counseling session, a home visit? I, this was actually just kind of a, a general check-in I was doing. So I'll mark it as that. You can select a place which is optional, but before we press save, we need to select the update visibility, which means who is going to be able to see this note and where is it going to be stored based on these groups. So is uh, this an expecting mother issue, a grief care? This was hospitalization. So I'll click on that and we'll let you know that Amanda will be listed in the hospitalization group. So you can see a list of your congregants kind of by these groups that you get to customize. Just below that, we'll tell you exactly who will be able to see this note. We wanted to be very clear on who on your team is going to be able to see this. So Peter's an admin, he can see all of this stuff in Notebird. And then we have another kind of user group called group members. And so Jamie, Reggie and Shay will be able to, to see this update because we've given them access to the hospitalization group. They might not have access to all the other groups, but for this one specifically, they will be able to see this. You can change the date and the time of this update, and then you can press save. Once you press save, this will be stored in Amanda's activity feed or we call this her care history. So over the course of time, as you and other people on your team are having interactions and conversations and storing updates, those will organize chronologically right here within the activity feed. So that's a great way to kind of come to Amanda's profile, read any notes before your next meeting, just kind of refresh your memory, see if anyone else on your team has had contact. All of that information will be stored right here within Amanda's profile.
Main Feature: People-Centric Tasks Now we know that surgery is coming up on the 15th and we want to kind of take action and this is where tasks come in. So a task is any care, action or follow-up that you want to do for Amanda. So you can type in anything you want here in this box as the task, or you can save some presets of things that you guys do often. Uh, you will be able to customize this. We, you can also start typing in something and we've have surgery follow up already as a preset since we do that often. So you can just start typing that in and press enter and it'll be really quick. It defaults to yourself as the person being assigned, but you can assign this to someone else on your team. So I'm gonna assign this to Reggie and then set a due date for the 15th and press save. So now we've saved this with an Amanda's profile, but Reggie just received an email letting him know, Hey, you've been assigned a task in Notebird. Click here to view it. He'll click on that button be brought directly back to Amanda's profile to see what task needs to be done, as well as kind of the updates that he has visibility access to see. So fast forward to the 15th when Reggie's surgery, uh, follow up is is due, he will get an email in the morning called our Early Bird report. And in that email we send, uh, birthdays, wedding anniversaries for that specific day as well as tasks that are due that specific day. So he'll get reminded, he'll do that surgery follow up, come back into Notebird and click this box here to complete the task and then probably add another update just saying, Hey, Amanda's doing well, surgery, surgery was great, no further care needed, no rehab needed, and would save that update. That will save in Amanda's activity feed and be logged right here. Now that, uh, the situation is over, I can easily remove Amanda from this group by clicking this X here and that will remove her from the hospitalization group or, and so she won't be listed anymore, but as you can see that note, that update did not go away, that will be logged there. I can easily add her back if that was an accident or anything like that, or I want to add her to another group. You can do that very easily there. Now the last main feature that we have is over here on the left hand side Life
Main Feature: Life Milestones Milestones and life milestone is kind of any big life event that happens in the lives of your people. So based on a, based on a given date. So you'll see kind of our dropdown here with some defaults, but you can customize this however you'd like, add, remove any of these milestones. The one I wanna show you though is the passing of a loved one milestone. So Amanda had a loved one pass away. We can set the date of when that happened. And then you can mark milestones as an annual milestone, which means that we're gonna bring this milestone back up into your Notebird ecosystem about seven days before the annual anniversary. And then on the day of that anniversary, that will show up in that early Bird report email, as well as in the activity feed, which I'm about to show you. So in the short description will just say her great aunt passed away, save this milestone. And that will save right here within her profile over on the left hand side. So those are the three main features of Notebird. We've tried to be very simple, very straightforward. We've bolded the two buttons that you and your team will be using the most. So it's easy to find right there in the upper right hand corner. So let's quickly talk about the last two pages. We'll jump over to tasks here.
Notebird Tasks Page And we default to the task that you personally need to get done on the left hand side. We'll organize that chronologically for you so you can see what's upcoming. And so you don't miss any of those important follow ups that you want to do. As you complete those, those will get moved over to the completed task side over here on the right. Um, easily undo that, but that's how you get to see your tasks. Now, as team, you want to see your other teammates tasks. So you can scroll down below the groups here and click Assign Tasks. And this will show you the tasks that need to get done for your team. We have organizations who open this up during their staff meeting or their care meeting and kind of forecast for the week to say, Hey, uh, this is what we have going on. Uh, these, these things are overdue. Can we try to get those done or do we need to reassign, uh, a due date for that? And as that gets completed, you'll see that show up on the right hand side under the completed tasks.
Notebird Activity Feed Now the last page is the activity page, which is actually my my favorite page, uh, in Notebird. And so on the left hand side you'll see a real time updates feed and we built that in because I had a frustration with using a spreadsheet. In pastoral care, you can never see like the latest interactions that your team is having with people. You have to have another column and where do you put the date? And if someone misses the date and all of that stuff just gets way too cumbersome and messy. And so we actually built this directly into Notebird. So as someone on your team makes an update, it will show up here in the updates feed. So you can scroll down and see the interactions that you and your team are having in real time. So if someone makes an update and they're at the hospital or someone makes an update, they're having a coffee meeting in the in, they make an update in their car, that will show up instantly in this updates feed here. This is also a page that teams come to during their staff meeting or their care meeting just to kind of one, celebrate people as well as kind of look and see if there's any other ways that they can provide care during that life moment that's happening. On the right hand side is our milestones feed.
Notebird Milestones Feed So we will show you any upcoming birthdays, wedding anniversaries, or any of those other custom milestones that you create in Notebird that will show up in the seven day rolling calendar here on the right. A few things before I jump to kind of my last point is, these groups on the left hand side are customizable. We get you started with some defaults, but we know that within your ministry, your, your organization, you have, you have different types of care that you're providing or ways that you want to see your people grouped. And so you can easily, uh, kind of edit and add and remove those groups. On the left hand side, you also give permission based on these groups. So when you go to your name in the upper right hand corner,
User Permission & Access you can click my team and you can see, uh, if you've sent an invite and it's been expired or you can click on another user and see what access level they have. So Reggie in our system has access to these two groups, general care and hospitalization. So when he logs in, he can only see those two groups on the left hand side because those are the two ministries that he is deeply involved with. You can easily click on user role and add him to another group or promote him to an admin, which gives him access to, uh, all of the groups. So there are, we have some other videos to kind of help you understand user roles. We've tried to make that as simple as possible. So when you add a new user to your team, it's literally just first and last name, email address, and then selecting between an admin and a group member. We've tried to streamline that process and it's really, really smooth that way. Now the last thing I'll mention is reports.
Pastoral Care Reports Here we have four different reports that you can run. The one I wanna show you is the updates report. And this is a snapshot of all the care that you and your team are providing over the course of a given time period. So you can see all of the touch points here as well as these are the update types that we talked about at the beginning of this video. You can customize those. So if you want to track, uh, the number of coffee meetings or something specific to your organization, you can easily customize that and that will show up in this report. So you have the flexibility to add and remove, uh, kind of first names if you want it to be a little bit more anonymous. And then you have the ability to export in both a spreadsheet format to kind of manipulate the data a little bit more, or a P D F that has these chart, uh, charts here as well as the information that will show up below it. It's highly designed that you can send to your board or your team, however you'd like to do that. So that is a,
Customer Support Questions and Outro a general overview of what nobert is. We have other videos on the website that you can check out. If you have any questions, please don't hesitate to reach out. Click the chat with us button on the website and we'd be happy to answer any of those questions, uh, or provide any clarity on things that you are thinking about in regards to Notebird. Have a wonderful day. We look forward to connecting soon.
