WayCool Software, Inc.

How to use the Help button to search help articles, ask a question, reach our team, and see product news.

Tips for Getting Help with the CoolFocus Chat Bubble

What a screen recording link from WayCool Support is, what it captures, and how to use it safely.

Screen Recording Links from CoolFocus Support

A quick map of the main CoolFocus areas and where to begin.

Getting Started with CoolFocus

How administrators invite staff to CoolFocus by email and use user groups to control what each person can see and do.

Inviting Your Team

Sign in to CoolFocus for the first time, reset your password, and find your way around the main screens.

Logging In & Finding Your Way Around

Fix the "You Already Have an Account" and "Organization Access Needed" messages during CoolFocus sign-up.

Access Challenges: "You Already Have an Account" and "Organization Access Needed"

Plain-language definitions of common CoolFocus terms such as Person, Client, Case, Visit, Request, and Segment.

CoolFocus Glossary

Create staff notices that appear on Home, on the Scheduler, and on the client's appointment — including from an Inbox conversation.

Announcements

Upload or remove a profile photo on clients, donors, volunteers, staff, contacts, and organizations from the initials circle on the record.

Adding Profile Photos to People Records

Use the command menu (Cmd/Ctrl+K) and keyboard shortcuts to navigate, search records, and take common actions without the mouse.

Keyboard Shortcuts and the Command Menu

Clears up the common mix-up between WayCool (the company), CoolFocus (the product/platform), and CoolPay (the online payments product).

WayCool vs. CoolFocus vs. CoolPay: What's the difference?

What to do when a new login lands on "Organization Access Needed" because the email is already tied to another CoolFocus account.

Troubleshooting: Stuck on "Organization Access Needed" During Sign-Up

Recognize the version in your browser, understand what changes in CoolFocus 5, and get help with sign-in or access.

CoolFocus 3 and CoolFocus 5: Which version am I using?

Jonathan Marbutt

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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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