Increase appointment volume and value by offering more touch-points across the appointment customer journey. Reduce staff idle time by better aligning staffing decisions with appointment demand.
Boost Appointment Conversion Rate
Optimize Appointment Workflows
Drive Better Workforce Decisions
With all locations, services, and availability centralized on one platform, your customers are provided with better options up-front, personalized to accommodate their needs.
Coconut integrates a 2-way calendar sync with Outlook, Outlook Exchange and Google, enforcing accurate availability across appointment channels.
Receive notifications within the dashboard and by text once a customer has checked-in for their appointment.
Coconut provides you with real-time access to your appointment data. Receive foresight into no-shows and cancelled appointments, so you can decrease staff idle time and better manage walk-in traffic.
Access daily, monthly and annual reporting with advanced filtering and export capabilities, for a complete snapshot of key performance indicators, like appointment volume and no-show rates.Learn More about Reporting & Analytics
An appointment is booked through an online channel or contact center.
Staff is notified immediately with visibility into the appointment purpose and prepares for the upcoming appointment.
Customer receives one or multiple branded reminders (text, email) encouraging them to come prepared with any documents they may need at their appointment.
Our customers saw a 23% decrease in no-show rate resulting from confirmations & reminders.
On the day of the appointment, a text message is sent to the customer with with an option to check-in.
Customer checks-in on arrival and staff is notified.
Every time I go in our offices now, I see our preparers with their Coconut calendar pulled up, and they constantly tell me how great it is. They love the features, and that our clients can easily make appointments online, without calling in. We love the reporting, and that we can link appointment data to customer information.
Senior VP Operations, Jackson Hewitt
About a week and a half ago, I had the opportunity to attend the Illinois Credit Union League conference in yup, you guessed it, Chicago! During this conference I was able to jump in on Parables and Productivity, a great breakout session led by Andy Janning based around giving employees at credit unions a meaning […]Continue reading