Scheduler, Messaging, and Client Care Updates
What improved
- Scheduler received more practical appointment setup controls, staff filters, calendar feed filters, and clearer coverage previews.
- Appointment reminders now use the center's local time and display more clearly in Inbox and staff workflows.
- Client care pages got cleaner headers, better visit flow labels, and more reliable case detail saving.
- Giving and recurring contribution views now show clearer missed-payment actions, deductible amounts, and statement resend options.
Fixes and polish
- Inbox conversation links, reminder reply loading, and multi-window behavior are more reliable.
- Household address copy behavior and dependent client creation were tightened.
- Scheduler staffing now recognizes volunteer-marked people when building appointment coverage.
See CoolFocus in action
Get a walkthrough of the latest updates with someone who knows your ministry.