Video Appointments

Face-to-Face From Your Own Space

Compatible with major video conferencing services, customers are able to schedule a face-to-face meeting with staff quickly and easily from the comfort of their own homes, without downloading additional software or setting up accounts.

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Phone Appointments

No Video? No Problem

Not everyone can (or wants to) meet face-to-face, that’s why we support phone meetings. Your customers enter the number they want to be reached at and your staff call them back at their selected time.

HOW IT WORKS

Coconut Video & Phone Appointments

ALL WORK ENVIRONMENTS

Don’t Miss A Thing

Whether working in-branch or remotely, staff members are informed about how the customer prefers to meet for the appointment via email and in the Coconut dashboard.

IN-BRANCH APPOINTMENTS

Accommodating Complex Services

Not all services can be handled remotely. With Coconut, you can select which services are offered via phone and video, and which require an in-branch visit. Organize your branch by controlling appointment and arrival times in order to keep staff and customers safe where required.

More on Virtual Engagements

“I wanted to thank you and your team for making this available for your clients. It’s a great example of providing a solution that is a real and present need due to the challenging and uncertain times we are in. I can’t say how grateful I am right now to have the Coconut system in place.”

JEANNE PICKENS
COO, Rogue Credit Union



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