Create personal / pastoral notes in ChurchDesk
With personal notes, you can quickly record thoughts or observations about a contact – for example, after a visit, a phone call, or a meeting.
Important: Personal notes are only visible to you. No other ChurchDesk user – not even administrators – can view or edit them.All users can create personal notes in the Contacts module. These notes are always private: they cannot be shared or forwarded and can only be viewed and edited by the person who created them.
Where to find the feature
- Open the profile of a contact.
- Click the “Pastoral Notes” tab in the top right corner.
- Select “+ Add pastoral note” to add your personal note.
How it works
- Write your note directly in the text field.
- The note is saved automatically – including the date.
- You can always edit or delete your own notes.
- Personal notes are also available in the ChurchDesk app.
Example use cases
- Thoughts after a pastoral conversation
- Notes about individual needs
- Reminders for the next visit or call
Keywords: personal notes, private notes, contact profile, visible only to me, record thoughts, visit documentation, pastoral care, individual needs, contact reminders, ChurchDesk notes, contacts module, private entries
Updated on: 29/07/2025
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