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Welcome to Notebird

Notebird is designed to help your team stay organized, connected, and intentional about caring for people.

By combining integrations, collaboration tools, Groups, Tasks, and Updates, Notebird creates a complete system for relationship-based ministry and long-term pastoral care.

Overview of Notebird

Notebird is a pastoral care and people management platform designed to help churches and organizations organize care information, assign follow-up tasks, and collaborate as a team.

Whether you are tracking prayer requests, hospital visits, counseling notes, or volunteer follow-up, Notebird centralizes everything in one secure place so your team can stay organized and provide consistent care.

This article provides a high-level overview of the core concepts and setup steps to help you get started quickly.


What Can You Do with Notebird?

Notebird helps your organization:

  • Organize people into meaningful Groups

  • Record Updates about conversations and care interactions

  • Assign Tasks for follow-up and accountability

  • Invite staff and volunteers to collaborate

  • Access care information from any device

  • Sync your people database from your church management software

  • Run reports and track team activity over time

Together, these features create a centralized system for pastoral care and relationship-based ministry.


1. Integration Overview

Most organizations begin by connecting Notebird to their church management software so their people data stays up to date automatically.

Notebird integrates with:

You can also import data from many other systems using CSV files.

Learn more:


2. Inviting Your Team to Notebird

Once your data is synced, the next step is inviting pastors, staff, volunteers, and care leaders to collaborate.

Notebird allows you to:

  • Assign user roles and permissions

  • Restrict access to sensitive information

  • Organize users by Groups

  • Track updates and task activity by user

Learn more:


3. Does Notebird Have an App?

Notebird does not currently offer a native App Store or Google Play app, but it is fully optimized for mobile devices.

By saving Notebird to your phone’s home screen, you can quickly access your care information from anywhere.

This is perfect for:

  • Hospital visits

  • Home visits

  • Prayer follow-up

  • On-the-go ministry

Learn more:


4. What Is a Group?

A Group is simply a collection of people your team cares for.

Groups help you organize people based on ministry areas, care needs, or shared characteristics.

Examples include:

  • Children’s Ministry

  • Elderly Care

  • Long-Term Care

  • Hospitalization

  • Prison Prayer Requests

Groups make it easy to assign updates, manage permissions, and focus your care efforts.

Learn more:

  • What Is a Group in Notebird?


5. What Is a Task?

Tasks are follow-up action items assigned to users.

They help your team track responsibilities such as:

  • Calling someone after surgery

  • Following up with a first-time guest

  • Sending flowers

  • Scheduling a visit

Tasks can include due dates, recurring schedules, notifications, and attachments.

Learn more:


6. What Is an Update?

Updates are notes and interactions recorded about a person.

They create an ongoing care history that helps your team stay informed and work together.

Examples include:

  • Phone calls

  • Prayer requests

  • Counseling notes

  • Hospital visits

  • Check-ins

Updates can be categorized using Update Types, assigned to Groups, and marked as Restricted when privacy is needed.

Learn more:


7. What is Reporting in Notebird?

Reporting helps you measure care activity and better understand how your team is serving people.

Reports transform the updates, tasks, and interactions entered into Notebird into meaningful insights that help your team stay informed, identify trends, and make better decisions.

Examples include:

  • Individual care history

  • Profiles last updated

  • Profile creation dates

  • Team member activity

  • Group engagement

  • Follow-up trends

Reports can be filtered by date range, user, group, and update type to provide a clear picture of your ministry activity.

Whether you are reviewing a single person’s care history, identifying profiles that have not been updated recently, or analyzing team activity over time, reports help you understand how your ministry is caring for people.

Learn more:


How It All Works Together

Here is a simple workflow many organizations use:

  1. Sync people from your church management software.

  2. Invite your team.

  3. Organize people into Groups.

  4. Record Updates about care interactions.

  5. Assign Tasks for follow-up.

  6. Access Notebird from your phone.

  7. Run reports to monitor care activity.

This workflow helps your organization create continuity in care and ensures important information is never lost.

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