Administrators can view and manage their organization's CoolFocus plan from Settings > General Settings > Plan & Billing.
This page replaces the older "Subscription package" settings screen and adds a clearer view of what is included in your plan, plus a link to the billing portal for payment and invoice management.
At the top of the page you'll see your organization's current plan, including its name, monthly price (if applicable), and any badge (such as "Most Popular").
If your organization has not been moved to package-based licensing yet, you'll see a note that you are on legacy module licensing. You can choose a plan below to move to package-based access.
If CoolFocus has a recommended plan for your organization based on your current usage, it appears in a highlighted card with an explanation of why it's recommended. If you pick a different plan yourself, your selection is kept even if the recommendation loads or changes afterward.
Under Available plans, subscription packages are grouped into sections so you only see the ones relevant to your organization:
• Pregnancy Center Plans: Core, Plus, and Premium tiers with client charting, shown to organizations using the Care module.
• Non Profit Plans: the same Core, Plus, and Premium tiers, shown to churches, ministries, and other nonprofits that do not use client charting.
• Love INC Plans: Love INC Core and Love INC Plus, shown to Love INC affiliates.
You'll only see the section(s) that apply to your organization. A section is highlighted and labeled as containing your current plan when one of its cards matches the plan you're on today.
Contacts, households, and church network management (the Connect module) are part of the Love INC Core and Love INC Plus plans only. Pregnancy Center and Non Profit plans do not include Connect; those organizations manage clients, donors, and volunteers through Care and Giving instead.
Each subscription package is shown as its own card within a section, with the subscription name, monthly price, tagline, and a short list of highlights. Cards are labeled with badges as needed:
• Current: the subscription your organization is on today.
• Recommended: the subscription CoolFocus suggests based on your usage.
• Any other badge configured for that plan, such as "Most Popular."
Click a card to select that subscription package, then click Save in the header to switch. Save is only enabled once you've selected a different plan than your current one. Subscription changes take effect immediately in the app, and CoolFocus updates your Stripe subscription to match at the same time. If your new plan costs more or less than your old one, Stripe prorates the difference and invoices it right away instead of waiting for your next billing date.
If CoolFocus cannot update your Stripe subscription (for example, if Stripe rejects the change), your organization is kept on its previous plan and you'll see an error asking you to try again. If the update succeeds, but the confirmation step fails to record, you'll see an error message asking you to refresh and try again. Your subscription may already have changed even if this happens, so refresh the page to check its current state before retrying.
Will I keep my current price if I upgrade? No. Selecting a new plan and clicking Save moves your organization onto that plan's current price, not the rate you were paying before. Stripe prorates the difference for the rest of your billing period and invoices it right away. If you have a special or older pricing arrangement and aren't sure how a change would affect it, contact CoolFocus support before switching plans.
Once a subscription package is selected, the What's included card lists:
• The modules licensed under your current subscription.
• The individual features included.
This gives a quick reference for what your organization currently has access to.
Some features are on every plan rather than tied to a specific tier. Sending email, whether to one person or a whole segment, using templates, is included on Core, Plus, Premium, Love INC Core, and Love INC Plus alike, it is not a paid add-on or a higher-tier feature. Other features do vary by tier or by module, for example Inbox texting (Plus and Premium only) or the Connect module (Love INC plans only), so check your organization's What's included card for the full, current list.
If billing portal access is available for your organization, a Billing card appears with an Open billing portal button. Use the billing portal to:
• Update your payment method.
• View past invoices.
• Manage your subscription.
Subscription changes made on the Plan & Billing settings page take effect right away in CoolFocus; the billing portal is for payment and invoicing details, not for switching plans.
Plan & Billing settings are only available to administrators.
How CoolFocus subscription invoices work: feature-based packages with unlimited contacts, plus text and phone usage rates (SMS, MMS, setup) so you know what to expect on your bill.
Which CoolFocus actions can add a text messaging usage fee to your invoice (Inbox, appointment reminders, staff SMS notifications, mobile forms/consents, portal access texts, scheduler confirmations, etc.).
