---
title: How to Use Notes on a Person’s Profile
description: Learn how to use Notes on a person’s profile to save important details, share helpful context with your team, and provide thoughtful follow-up.
---
[Skip to content](https://connect.visitorreach.com/help/how-to-use-notes-on-a-persons-profile#main-content)
English
Show submenu for translations
[](https://dashboard.visitorreach.com/)
Open main navigation
Close main navigation
- English
Show submenu for translations
How can we help you?
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://connect.visitorreach.com/help?hsLang=en)
2. [VisitorReach Tools](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en)
3. [Conversations](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#conversations)
# How to Use Notes on a Person’s Profile
## The Notes section gives you and your team a simple place to save important information about a person directly within their profile. Notes can help your team remember meaningful details, stay aligned, and provide more personal and intentional follow-up.
### **What Can Notes Be Used For?**
Notes can be used for anything that may be helpful for you or your internal team to remember about a person. For example, you might add a note about:
- **Pastoral care** or important details shared during a conversation
- An upcoming **visit** they are planning to make
- A **prayer request** you want to remember or follow up on
- A significant **life situation or update** they have shared
- Important **context** that may help another team member continue the conversation
- A reminder for future **follow-up** or connection
The possibilities are flexible. The goal is to provide your team a convenient place to keep helpful context connected to the person so it can be referenced when needed.
### **How to Access Notes from People**
1. Navigate to **People** in your App or Dashboard.
2. Select the person whose profile you would like to view.
3. Click **Personal Info**.
4. See **Notes**.
5. From here, you can view notes associated with that person or add information you would like to remember.
### **Accessing Notes from Conversations**
You can also quickly access a person's notes while viewing a conversation.
1. **Open Conversations** and click on the person’s profile to view their information.
2. **Navigate to Notes** within their profile.
3. **View or add notes** without leaving the conversation or searching for the person under People.
### **Stay Connected and Informed**
Notes make it easier for your team to remember the details that matter. Whether you're following up on a prayer request, preparing for someone's first visit, or sharing helpful context with another team member, Notes can help your team provide thoughtful and consistent care throughout each person's journey.
**Tip:** Because notes can be viewed by internal team members with access to the person's profile, keep notes relevant, respectful, and helpful for your team's follow-up and care.
- [VisitorReach Tools](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#main-content)
- [Dashboard](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#dashboard)
- [Journeys](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#journeys)
- [Conversations](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#conversations)
- [Group](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#group)
- [Account](https://connect.visitorreach.com/help/visitorreach-tools?hsLang=en#account)
- [Marketing](https://connect.visitorreach.com/help/marketing?hsLang=en#main-content)
- [Social Media](https://connect.visitorreach.com/help/marketing?hsLang=en#social-media)
- [Digital Health](https://connect.visitorreach.com/help/marketing?hsLang=en#digital-health)
- [Website](https://connect.visitorreach.com/help/marketing?hsLang=en#website)
- [Coaching](https://connect.visitorreach.com/help/coaching?hsLang=en#main-content)
- [Role of the Church](https://connect.visitorreach.com/help/coaching?hsLang=en#role-of-the-church)
- [Outreach & Evangelism](https://connect.visitorreach.com/help/coaching?hsLang=en#outreach-evangelism)
- [Meaningful Conversations](https://connect.visitorreach.com/help/coaching?hsLang=en#meaningful-conversations)
- [VisitorTap](https://connect.visitorreach.com/help/visitortap?hsLang=en#main-content)
- [VisitorTap 101](https://connect.visitorreach.com/help/visitortap?hsLang=en#visitortap-101)
- [Taptree](https://connect.visitorreach.com/help/visitortap?hsLang=en#taptree)
- [Placement & Best Practices](https://connect.visitorreach.com/help/visitortap?hsLang=en#placement-best-practices)
- [Managing Your Dashboard Features](https://connect.visitorreach.com/help/visitortap?hsLang=en#managing-your-dashboard-features)
- [Troubleshooting - VisitorTap Help Center](https://connect.visitorreach.com/help/visitortap?hsLang=en#troubleshooting-visitortap-help-center)
- [FAQs](https://connect.visitorreach.com/help/faqs?hsLang=en)
- [Training](https://connect.visitorreach.com/help/training?hsLang=en)
[](https://connect.visitorreach.com/help?hsLang=en)
[mailto:support@visitorreach.com](mailto:support@visitorreach.com)
Copyright © 2024, VisitorReach