Pastor's notes and who can see them

Pastor's notes let clergy and staff keep pastoral context on a person — a conversation, a concern, a follow-up. Each note has a visibility tier, so sensitive notes stay with the right people.

Add a note

• 1. Open the person's profile panel and find Pastor's notes.
• 2. Click to add a note, type the body, and choose a visibility tier: Private (only you), Clergy, or Staff.
• 3. Save. You can edit or delete your own notes later.

Privacy guarantees

• The author of a note always sees their own notes, whatever the tier.
• Notes are never shown in the parishioner portal and are never sent to the AI.
• Note contents are kept out of the audit log — only the fact that a note action happened is recorded, never the words.

Tips

• Nothing confession-related should ever be entered here — it must not go into the system at all.
• Use Private for your own reminders and Clergy or Staff when a colleague genuinely needs the context.