WayCool Software, Inc.

Jessica Mitchell

Jonathan Marbutt

CoolFocus 3

How do I change my password?

How do I take a screenshot on my PC or Mac?

How to take a screenshot?

Commonly asked questions by CoolFocus customers.

FAQs and Troubleshooting

How CoolFocus is priced, updating your privacy policy to include CoolFocus, and our own terms and privacy policies.

Pricing, Privacy, and Terms

WayCool HIPAA Compliance Report

Privacy

How can I effectively use financial reporting features, such as 'Receipts by Date,' to manage donor data and fix incomplete reports?

View and Create Documents and Reports with our ground-breaking Merge Tool directly in CoolFocus to merge with your data.

Report

Tasks - Reports

Visits by Day of the Week Report

Donor 5-Year Overview Report

Reports

How can I generate donor reports tailored for specific needs?

Donors

How can I manage deceased or inactive donor records?

How are donations handled in CoolPay, and what should I do to resolve duplicate or unintended charges?

How can I identify and resolve duplicate donor records?

How can I manage Recurring Donations in CoolFocus?

Donors Dashboard

Risks Associated with ACH Transactions in CoolPay

How to sign-up for CoolPay - the online donation processor for your donors

CoolPay Sign-Up for CoolFocus 5

How to create donation forms for the Donate button(s) on your website, or QR codes for your fundraising event materials

Creating Donation Forms in CoolFocus 5

CoolPay

Will sponsored donations show up on a donor's email statement?

Why does a donor see a 3D Secure authentication error?

Utilities - Donors

How do I make sure donors receive email receipts?

Data Entry - Donors

What is the difference between the "Email Receipt Requested" box on the Donor Record and the one on the Contribution?

Emailing Donor Receipts and Giving Statements

NCOA/CASS Information

FAQs - Donors

Information on sending client texts and appointment reminders.

Client Texting

Why is a Client record created from an Inbox Appointment Reminder text message, and how do we handle that when the Client comes in for her appointment?

How Appointment Reminder Texts in INBOX affect your Client Records

Appointment Reminders

Clear Cache - All Browsers

Clear Cache - Internet Explorer

Clear Cache - Chrome

Clear Cache - Firefox

Clear Cache - Safari

Clear Cache - Edge

General FAQs

Can I hide or delete the standard Visit Reasons?

How do I lock an ultrasound report so it can't be changed?

How do I find Earn While You Learn clients who are abortion-minded or undecided?

Search for a client by date of birth in the Quick Find

How do I run a list of active clients?

How can I manage multiple active Cases?

How can I retrieve or restore a deleted intake form in WayCool Software?

Does CoolFocus capture insurance or Medicaid information for Clients?

Clients

How do I renumber a Case in a Client's record?

Data Entry - Clients - Cases

How can I locate and view deleted items in CoolFocus?

Settings

Getting Started with CoolFocus

How do I join a meeting by calling from my phone?

Helpful Hints regarding a general overview of Donor reports

Donor Reports Overview

Helpful Hints

When you need to close multiple conversations quickly

Selecting Multiple Conversations

Inbox and the Client Portal

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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