Platform
Short, dated notes on what just shipped in CoolFocus. For stories and long-form guides, read the blog.
ReportingScheduler
What's new "Where did the Scheduler Report go?" If you moved from CoolFocus 3, you probably asked. PCC Reports > Schedule was one of the most-run reports in the whole system, and…
Read updateReportingSegments
What's new "Who were our top 10 donors to the Baby Bottles fund this year?" Until now, segments could answer "which donors gave more than $500?" but not "which were the biggest?"…
Read updateThe Home dashboard has been redesigned around a simple question: what needs your attention right now? Instead of making you hunt across several areas of CoolFocus, Home now brings…
Read updateWhat's new CoolPay Hub is your new home for recurring gifts that are ready for a decision. Find it in CoolFocus under Give → CoolPay Hub. We built Hub so your team can see what is…
Read updateThe heart of every organization Staff and volunteers are the heart of what makes an organization work. They greet guests, staff the front desk, mentor families, run events, and…
Read updateWe’ve made client portal sign-in simpler, safer, and more realistic for the people you serve. Clients now begin their portal login by entering their phone number. They’ll receive…
Read updateMoving data into a new system is one of the highest-trust moments in a rollout. The new CoolFocus Importer is designed to make that moment calmer. Start with a spreadsheet from…
Read updateWhat improved Inbox now shows the SMS phone number in the contact panel, handles deep links more reliably, and closes conversations faster in bulk. CoolPay staff notifications now…
Read updateWhat improved Scheduler received more practical appointment setup controls, staff filters, calendar feed filters, and clearer coverage previews. Appointment reminders now use the…
Read updateClient communication used to live in a dozen places — a phone, a texting app, an email thread, a sticky note. The CoolFocus Inbox brings it into one workspace, tied to the client…
Read updateWhat improved Contact and phone updates are more consistent across the client portal, donor portal, scheduler booking, and Inbox. Visit workspace forms are easier to read with…
Read updateSmart Segments made it easy to build an audience by clicking through filters. CoolFocus Query Language (CQL) gives that same power a written form — for the moments when it's…
Read updateWhat improved Inbox now keeps known clients out of Unresolved Texters and makes message composing smoother. Scheduler settings gained stronger availability controls, timezone…
Read updateWhat improved Inbox was reshaped into a more focused conversation workspace with route-backed compose, client search, assignment counts, avatars, timestamps, and better…
Read updateWhat improved CoolPay gained clearer onboarding, confirmation, refund, payment detail, and recurring activity views. The email and document template editor received a large polish…
Read updateWhat improved Recurring giving controls are clearer: staff can review missed-payment context, skip specific payments, open payment history, and see more compact activity cards…
Read updateOn a busy day, the most important question is the simplest one: who's here right now, and where are they? The Visit Board answers it at a glance. The Visit Board is a live view of…
Read updateWhat's new Scheduler introduced the Visit Board, appointment-to-visit handoff, appointment reminders, and reschedule/cancel workflows. Reporting gained new center, client…
Read updateEvery team already knows how to find the people they care about — they just do it by hand, over and over. Smart Segments turn that repeated work into something you build once and…
Read updateThe next generation of CoolFocus is here. Built first for pregnancy centers and Christian ministries, CoolFocus 5 is a completely new experience on top of the data you already…
Read updateWhat's new A refreshed sign-in experience with clearer account security and access controls. Inbox and text messaging became more reliable, including text replies and inbound SMS…
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