Branch Experience

Optimize Branch Performance

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.

Contact Center Experience - 3

Boost Appointment Conversion Rate

Coconut Software - Branch Experience - Boost Appointment Conversion Rate - 2

Optimize Appointment Workflows

Coconut Software - Branch Experience - Better Decisions

Drive Better Workforce Decisions

Centralized Appointment Management

With all locations, services, and availability centralized on one platform, your customers are provided with better options up-front, personalized to accommodate their needs.


Real-Time, Accurate Availability

Coconut integrates a 2-way calendar sync with Outlook, Outlook Exchange and Google, enforcing accurate availability across appointment channels.


Customer Check-in

Receive notifications within the dashboard and by text once a customer has checked-in for their appointment.

Coconut Reporting & Analytics

Manage branch operations with powerful insights into the appointment lifecycle.

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

How it Works

Step 1

An appointment is booked through an online channel or contact center.

Coconut Appointment Management

Step 2

Staff is notified immediately with visibility into the appointment purpose and prepares for the upcoming appointment.

Automated Touch Points: Customized & Branded

Step 3

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.

Contact Center Experience Example 2


Step 4

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.

Shara Abrams

Senior VP Operations, Jackson Hewitt

Ready to Get in Touch?

Ask us how Coconut can streamline your operations to offer the appointment experience your customers deserve.

Schedule a Consultation

Learn More About

By John Schoeler in Company Culture News and Events - Oct 17, 2019

Looking Back at Finnovate – Top 3 Takeaways From The Show

Coconut Software’s John Schoeler looks back at the Finnovate Fall conference in New York. John highlights key sessions and learnings from the conference.

Continue reading