Success Story: Partners Federal Credit Union | Watch Now

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.

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Download the Appointment Scheduling Data Sheet


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.

80% of FIs are investing in their digital experience – keep up with the rest of the market.



“Since implementing Coconut we have seen a 41% increase in booked appointments and an 8% increase in kept appointments. Kept appointments equal tax returns and that’s where we make money.”

Senior VP of Operations Jackson Hewitt

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