BANK AND CREDIT UNION APPOINTMENT SCHEDULING SOFTWARE
Make Appointment Booking A Breeze, For Everyone
The convenience clients crave. The time-savings frontline staff need. Coconut Software’s bank by appointment platform makes the booking experience smooth sailing for both in-branch and virtual meetings.
Enjoy Streamlined Bank Appointment Scheduling
Let members and customers be their own cruise directors when it comes to the bank scheduling process. With Coconut, they can quickly choose a time, day, service, and channel that works for them.
And, since staff spend less time on meeting admin tasks, they can focus on having the best conversations (and close rates) possible.
View Our Online Appointments DatasheetReal-Time Calendar Sync
Eliminate scheduling conflicts with Coconut’s real-time calendar sync. Staff availability updates instantly, allowing clients to book appointments seamlessly without the risk of double-booking.
Reserve with Google
Capture more clients by enabling bookings directly from Google Search. Coconut’s partnership with Reserve with Google integrates your services, making it effortless for prospects to schedule appointments online.
Automated Reminders
Reduce no-shows with automatic confirmations and reminders sent via SMS or email. Clients receive timely notifications, ensuring they are well-prepared and less likely to miss their appointments.
Video Banking Integration
Offer secure virtual meetings through Coconut’s built-in video banking solution Coconut Connect, or integrate with your preferred conferencing tools. Each session generates a unique, secure link for client interactions.
Intuitive Admin Controls
Manage locations, services, and team schedules effortlessly with Coconut’s user-friendly admin interface. Make real-time updates without IT assistance and access comprehensive appointment analytics.
Hybrid Work Support
Support flexible work environments by allowing staff to set their availability for remote or in-branch appointments. Clients can choose their preferred meeting type, enhancing convenience and satisfaction.
Support That’s Tailored to Your Needs
We have a team of experts who’ll work closely with you every step of the way. They’ll help you set goals, track progress, dive into data, and identify growth opportunities.
Learn More: Onboarding & Services
Seamless Solutions for Your Tech Stack
Thanks to our custom API options, you can send real-time data from Coconut to your Business Intelligence (BI) tools for a more holistic view of your branch performance.
Learn More: Integrations & API
Industry-Leading Security Standards
You’re in safe hands with Coconut. We’ve supported 150+ financial institutions and adhere to industry-leading standards to manage our network and protect your data.
Learn More: Privacy & Security
