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.
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 opportunities for growth.
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 80+ credit unions, and we adhere to industry-leading standards to manage our network and protect your data.
Learn More: Privacy & Security
