WayCool Software, Inc.

Tips for Getting Help with the CoolFocus Chat Bubble

Screen Recording Links from CoolFocus Support

Interactive Arcade walkthroughs for Organizational Settings, home overview, Inbox, notifications, Scheduler setup, and creating forms and booking questions.

Training Videos

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

Getting Started with CoolFocus

Which CoolFocus actions can add a text messaging usage fee to your invoice (Inbox, appointment reminders, staff SMS notifications, mobile forms/consents, portal access texts, scheduler confirmations, etc.).

What Counts as a Text & What are the Usage Fees?

Inviting Your Team

Logging In & Finding Your Way Around

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

Choose client-facing languages for your organization, understand what they affect in CoolFocus, and how Core, Plus, and Premium packages differ.

How to select the languages your organization supports

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

How the older Attention Flag becomes a pinned note, how to pin notes at the top of Activity, and how restricted Activity Types limit who can see sensitive notes.

Attention Flags are now Pinned Notes

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?

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

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.

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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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