Scheduler, Messaging, and Client Care Updates

All 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.