Short interactive walkthroughs that show CoolFocus in action. Click a link to open the video in a new tab. Each one focuses on one topic so you can watch only what you need.
Tip: These are click-through demos. Your center's menus and wording may look a little different depending on your package and permissions.
CoolFocus training comes in three forms:
Self-serve video walkthroughs, the ones on this page, for a quick tour of one topic at a time.
Written step-by-step guides, searchable inside the Help chat's Docs panel or at docs.coolfocus.app.
Live, webinar-style training with a real trainer, for teams that want a scheduled group session instead of self-serve material.
Live training is not scheduled automatically. To set one up:
Open the Help bubble in the bottom-right corner of any CoolFocus page.
Ask for live or webinar training, for example "we'd like to schedule a live training session."
A member of the CoolFocus team follows up to arrange a time.
This is especially useful for organizations moving from CoolFocus 3 to CoolFocus 5, where a live session can walk your team through the new layout as a group instead of everyone watching videos separately. See Tips for Getting Help with the CoolFocus Chat Bubble for everything else the Help bubble offers.
How administrators set up organization-wide options that apply across CoolFocus.
https://app.arcade.software/share/hEnyue6prAl5ezX4GeYQ
A brief tour of the home screen and main modules.
https://app.arcade.software/share/E1WhElRZOMtQrVoNFLk7
Some screens in this walkthrough may look slightly different from the current CoolFocus layout. Use it for orientation; pair it with Logging In & Finding Your Way Around for the latest written steps.
How your team works conversations, assignments, and follow-up in Inbox.
https://app.arcade.software/share/X0f4Rhb7sFgMyH7M2ESx
Written guide: Inbox Overview
How each person chooses what they are notified about and how those alerts arrive.
https://app.arcade.software/share/jjyovE76DgNGuoCu41BU
Written guide: Notifications Overview
Walk through locations, appointment types, staffing, resources, and the settings that control bookable times.
https://app.arcade.software/share/3Brtk4fWL4PKKUdJlc1S
Written guide: Scheduler Settings: Complete Setup Guide
How to build client forms and booking questions under Care Settings — name and activate a form, add fields, map questions to client data, and create custom questions.
https://app.arcade.software/share/pSEl7uvuqWSCyNJEnhnf
Written guides: Forms vs. Charts · Appointment Types and Booking Rules
1. Organizational Settings
2. CoolFocus Overview & Home Menus
3. Scheduler Settings (if your center books appointments)
4. Creating Forms & Booking Questions (if you collect client answers or booking questions)
5. Inbox Overview
6. Notification Settings (each staff member sets their own)
• Getting Started with CoolFocus
• Logging In & Finding Your Way Around
• Inviting Your Team
• Tips for Getting Help with the CoolFocus Chat Bubble
• Inbox Overview
• Notifications Overview
• Scheduler Settings: Complete Setup Guide
• Forms vs. Charts
• Appointment Types and Booking Rules
