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
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.
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
