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 Datasheet

Coconut Software Customer Benefits



Lower no show-rates


More pre-booked appointments


Reduced appointment length


Rise in conversion rate

Intelligent Appointment Scheduling Features

Real-time Calendar Sync

Skip the back-and-forth between staff and clients. Instead, see where and when staff are available with Coconut’s real-time calendar. (Bye-bye, double booking!) The bonus? Your team can better plan for their days.

Video Banking Integrations

Host virtual calls from anywhere with our built-in video appointment tool, Coconut Connect. Or integrate with your existing video conferencing solution to create unique, secure links for every client call.

Auto-Confirm + Reminders

Coconut automatically shares appointment details with customers and members, so they’re prepared for their meeting. It also sends helpful SMS or email reminders before their appointment to reduce no-show rates.

Intuitive Admin Experience

Make changes on the fly with our easy-to-use design. Add new locations, assign services or add new team members in minutes—no support ticket required. Plus, dive into helpful appointment tracking data and reports.

Booking Shortcuts

Create custom booking links for your website, marketing campaigns, email signatures, and more. Use them to fill in pre-set details—based on the service or staff member—to streamline the booking process for your clients.

Hybrid Work Support

Let staff set their appointment availability—based on whether they’re working remotely or at a specific branch—directly on their calendars. Now, there’s no more confusion or missed meetings.

How Arvest Bank Reduced Appointment Times and Improved the Customer Experience with Coconut

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