WayCool Software, Inc.

Start here for Organization Settings, Plan & Billing, and Security (Users, User Groups, logs, IP, and more).

Administration Overview

Where Branding Settings Live

Plan & Billing Settings

How CoolFocus subscription invoices work: feature-based packages with unlimited contacts, plus text and phone usage rates (SMS, MMS, setup) so you know what to expect on your bill.

Your CoolFocus Invoice

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?

How Client, Donor, Volunteer, and Staff involvement flags work on one Contact record — and why segments and links depend on them.

Involvement Flags: Client, Donor, Volunteer, and Staff

Customize how you greet your clients in text messages when sending mobile intake forms or consent documents, as well as secure text messages that tell them they have an update…

Customizing Message Templates for Client Forms & Secure Texts

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

Managing Dropdown List Values

Troubleshooting: A module icon is missing from the sidebar

Jonathan Marbutt

Administration

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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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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.

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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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