How To Get The Most Of Your Appointment Solution

By Coconut Software - Apr 7, 2020

Ensuring you get the most out of your appointment solution starts before you ever purchase a solution. It would be a disservice to your company and potential individuals booking with the tool to have it live in just one page of the website. As a rule of thumb, you should see at least 20% of your appointment volume coming from your online booking tool. This brings us to the first way to get the most of your solution — entry points.

Entry points to your appointment portal can be an effective way to capture the interest of your members and potential members when interacting with your brand on the website or otherwise. At Coconut, we have seen credit unions with 15 branches and $700 million and assets drive the same digital appointment volume as those with 40+ branches and $6+ billion in assets by having more entry points.