Administrators can view and manage their organization's CoolFocus plan from Settings > General Settings > Plan & Billing.
This page replaces the older "Subscription package" settings screen and adds a clearer view of what is included in your plan, plus a link to the billing portal for payment and invoice management.
Your subscription package
At the top of the page you'll see your organization's current plan, including its name, monthly price (if applicable), and any badge (such as "Most Popular").
If your organization has not been moved to package-based licensing yet, you'll see a note that you are on legacy module licensing. You can choose a plan below to move to package-based access.
If CoolFocus has a recommended plan for your organization based on your current usage, it appears in a highlighted card with an explanation of why it's recommended. If you pick a different plan yourself, your selection is kept even if the recommendation loads or changes afterward.
Changing your subscription package
Under Available plans, subscription packages are grouped into sections so you only see the ones relevant to your organization:
Pregnancy Center Plans: Core, Plus, and Premium tiers with client charting, shown to organizations using the Care module.
Non Profit Plans: the same Core, Plus, and Premium tiers, shown to churches, ministries, and other nonprofits that do not use client charting.
Love INC Plans: Love INC Core, Love INC Plus, and Love INC Premium, shown to Love INC affiliates.
You'll only see the section(s) that apply to your organization. A section is highlighted and labeled as containing your current plan when one of its cards matches the plan you're on today.
Contacts, households, and church network management (the Connect module) are part of the Love INC Core, Love INC Plus, and Love INC Premium plans only. Pregnancy Center and Non Profit plans do not include Connect; those organizations manage clients, donors, and volunteers through Care and Giving instead.
Each subscription package is shown as its own card within a section, with the subscription name, monthly price, tagline, and a short list of highlights. Cards are labeled with badges as needed:
Current: the subscription your organization is on today.
Recommended: the subscription CoolFocus suggests based on your usage.
Any other badge configured for that plan, such as "Most Popular."
Click a card to select that subscription package, then click Save in the header to switch. Save is only enabled once you've selected a different plan than your current one. Subscription changes take effect immediately in the app, and CoolFocus updates your Stripe subscription to match at the same time. If your new plan costs more or less than your old one, Stripe prorates the difference and invoices it right away instead of waiting for your next billing date.
Will I keep my current price if I upgrade? No. Selecting a new plan and clicking Save moves your organization onto that plan's current price, not the rate you were paying before. Stripe prorates the difference for the rest of your billing period and invoices it right away. If you have a special or older pricing arrangement and aren't sure how a change would affect it, contact CoolFocus support before switching plans.
CoolFocus's public pricing page, outside the app, shows plan rates the same way: grouped by organization type. By default it shows standard CoolFocus5 pricing starting at $99 a month. If your organization is a Love INC affiliate, select the Love INC filter on that page to see the rates that apply to you instead: Love INC Core at $83 a month, Love INC Plus at $149 a month, and Love INC Premium at $299 a month.
What's included
Once a subscription package is selected, the What's included card lists:
The modules licensed under your current subscription.
The individual features included.
This gives a quick reference for what your organization currently has access to.
Some features are on every plan rather than tied to a specific tier. Sending email, whether to one person or a whole segment, using templates, is included on Core, Plus, Premium, Love INC Core, Love INC Plus, and Love INC Premium alike, it is not a paid add-on or a higher-tier feature. Other features do vary by tier or by module, for example Inbox texting (Plus and Premium only) or the Connect module (Love INC plans only), so check your organization's What's included card for the full, current list.
A message telling you a feature needs a different plan is about which features your plan unlocks, not about being charged more for how you already use CoolFocus. Text messaging and phone call usage are the only things billed by how much you use them, on every plan, see Your CoolFocus Invoice for those rates. Occasionally an organization keeps access to a feature it had before package-based licensing, even though its current plan would not normally include it. That access is a legacy exception, not a permanent part of the plan, and CoolFocus can remove it later. Contact CoolFocus support if you have questions about a specific feature or a plan change on your invoice.
Billing portal
If billing portal access is available for your organization, a Billing card appears with an Open billing portal button. Use the billing portal to:
Update your payment method.
View past invoices.
Manage your subscription.
Subscription changes made on the Plan & Billing settings page take effect right away in CoolFocus; the billing portal is for payment and invoicing details, not for switching plans.
Who can access this
Plan & Billing settings are only available to administrators.
