Use plan notes for team information
Plan notes can be used to communicate information that applies to a whole plan or a specific team, such as sermon notes that not everyone needs to see. They are included in emails and reminder messages if assigned to a particular team.
Tip
You can customize plan note categories for your service type on the service type settings page.
Add plan notes
View plan notes
You can view plan notes on the web, mobile app, or in Church Center.
Create a note from an email
When you email to a group of people in a plan and add new text to the body of the email, you have the option to save the text as a note. If this new text is information you would like your team to refer to later, save that info as a note where they can easily find it!
Important
You can only create a note from an email when using Services on a web browser.
A confirmation message shows the number of people who were sent the email.
Use the dropdown to select the category for your note.
Review or edit the text of the note.
The note is automatically assigned to the team that you emailed, but you can remove or add teams in the Assigned Teams section.
Select Yes, save note to add this note to the plan.