CoolPay, Templates, and Client Workflow Refinements

All updates

What improved

  • CoolPay gained clearer onboarding, confirmation, refund, payment detail, and recurring activity views.
  • The email and document template editor received a large polish pass for headers, undo/redo, logos, column text, font controls, and retrying failed batch prints.
  • Settings were cleaned up into module-scoped areas with more predictable navigation and breadcrumbs.
  • Client and contact creation became more unified, with safer lookup scoping and clearer quick actions.

Fixes and polish

  • Appointment creation, rescheduling, booking time display, and reminder defaults were corrected.
  • Contribution retry, duplicate payout, and offline payment handling were strengthened.
  • Birthdate, relationship tabs, and specialized sub-entity editors were restored where missing.

See CoolFocus in action

Get a walkthrough of the latest updates with someone who knows your ministry.