CoolFocus brings a client's points activity from every source together into a single Points activity feed on the client Points tab, plus one overall points balance. Before this, a client's legacy benefits, BrightCourse points, and native points activity were three separate numbers with no combined total.
Points activity pulls together:
• Native points activity (Shop): checkouts, voids/reversals, and ad-hoc awards recorded directly in CoolFocus
• Classes & Benefits: classes, material assistance, and other benefit-type records (including history carried forward from earlier CoolFocus versions)
• BrightCourse points: point entries imported from the BrightCourse integration — see BrightCourse points and learning data
Each entry in the feed shows the date it was posted, which source it came from, whether it was an award or a spend, the number of points, a dollar value when one applies, and a description.
Alongside the activity feed, CoolFocus calculates a client's overall points balance across all three sources:
• Current points balance: the client's net points right now
• Lifetime earned: total points awarded over time
• Lifetime spent: total points spent over time
• A breakdown of the balance by source chips: Classes & Benefits, BrightCourse, and Shop
This is a global (cross-center) number used on the client Points tab and on Clients list fields such as Points Balance.
Open the client → Points tab to see the balance, filter by source, give points, record class attendance, and shop. Full steps: Points on Client Records.
You do not edit individual feed rows by hand. To change a client's points:
• Use Give Points, Record Class Attendance, or Shop on the Points tab (see Points on Client Records and Claiming Items With Points)
• Update the source benefit or class record when the credit comes from legacy benefits
• Correct the entry in BrightCourse for BrightCourse points, then wait for the next scheduled sync
On the Clients list, Points Balance and Points Earned (90d) combine the same sources so you can filter, add columns, and export without opening each client.
• Points on Client Records
• Claiming Items With Points
• BrightCourse points and learning data
