Interactive Arcade walkthroughs for Organizational Settings, home overview, Inbox, notifications, Scheduler setup, and creating forms and booking questions.
A quick map of the main CoolFocus areas and where to begin.
Start here for Organization Settings, Plan & Billing, and Security (Users, User Groups, logs, IP, and more).
No separate intake form anymore. Forms go on the appointment to client/case/visit — including how to find paperwork that was sent but not submitted yet.
How Points & Inventory works today: catalog items, stock, checkouts, Register, and client points.
