Appointment scheduling software for financial institutions
Anywhere, Anytime Scheduling
Make it easy to book time with your staff – capture interest anytime and anywhere your customers, members and prospects are with an always-on appointment scheduling solution.
Powerful & Centralized Appointment Management
Improve operational efficiency online & in-branch by managing multiple locations, staff, and services on a single, easy to navigate appointment scheduling platform — all in real time.
Omnichannel Scheduling
Stop playing email tag by providing self-serve, personalized appointment scheduling, synced in real-time to staff, services and locations availability. Prospects, members and customers can book appointments (over phone, video or in-branch) with their first click.
Instant Booking Shortcuts
Used in email signatures, social media and QR codes, booking shortcuts allows for quick booking of appointments for specific staff members, locations and services.
Insights and Analytics
Information flows in, opportunities flow out. Access valuable business insights through centralized reporting to measure performance and trends.
Auto Communications and Easy Check-ins
We take the work out of communicating pre and post appointment: eliminate confusion and reduce no-shows with automated confirmation and reminder emails and SMS messages. Then decrease lobby wait time by allowing customers to check in when they’ve arrived and advising if they’re running late.
Custom Configurations
Put your brand front and center with personalized branding and messaging across the entire customer journey, from landing pages to notifications.
Reserve with Google
Customers, members and prospects appreciate the convenience of quickly booking an appointment with your directly from Google Search, Maps and Assistant results. Watch an overview here.
Your Partner in Success
Every organization has its own unique needs. Whether you have complex special requirements or need a quick and simple rollout, we will work closely with you at every step to deliver.
Tailored Services
Solutions That Fit Right In
Whether integrating with your in-house system or starting from scratch, Coconut Software is just one piece of your digital experience, and we’re flexible to fit in exactly where you need us.
Integrations & API
Security Is Serious Business
We adhere to industry-leading standards to manage our network, and set strict policies across our organization to keep data safe for you and your customers or members.
Privacy & Security
