Manage Your Business with More Visibility

Capture and analyze data from every facet of the customer journey through centralized reporting

Real-time Insights

Clear View of Your KPIs

Track key performance indicators with daily, monthly, and annual reporting to gain a strategic advantage in planning for the future.

Optimization Made Easy

Understand location, staff, and service performance, allowing for smarter, simpler optimization.

Lower Cost, Higher Efficiency

Anticipate upcoming appointment volume, no-show and cancellation rates, as well as complex in-branch traffic patterns for more effective capacity planning.

Appointment & Walk-ins Overview

Coconut Insights Appointment Reporting

Track trends over time, highlight key stats, as well as identify leaders across the organization.

Gain visibility into the following  metrics:

  • Number of no-shows, cancelled, completed, confirmed appointments
  • Average number of appointments per location and staff
  • Average lead time for booking
  • Location, staff and service performance
  • Average walk-in wait time
  • Average walk-in handle time
  • Average walk-in abandonment time

Insights Reports

The Insights Reports give you a deep dive into your data.

Appointments by Location – Compare location performance through the number of completed appointments.

Appointments by Service – See how popular each service is, and identify potential problem services.

Appointments by Staff – Easily see how staff perform across the organization.

Appointments by Booker – Track your staff’s adoption of Coconut through the number of appointments they book.

Lobby Walk-ins by Location – Compare wait time across locations and identify historically busy days.


Lobby Walk-ins by Service – See how long each service is actually taking through the average handle time.

Lobby Walk-ins by Staff – Track staff performance through handle time and throughput.

Appointments by Service and Location – Break down a location’s performance by service.

Appointments by Staff and Location – Compare a staff across their
different locations.

Appointments by Staff and Service – Break down a staff’s engagements across their different services.

Ready to Learn More?

You won’t believe that you ever survived without these insights into the ROI of appointments.

Book a Consultation

Why Work with Coconut?

Learn about Appointment Scheduling
Enjoy VIP treatment from our incredible team.

From Sales to Customer Success, our diligent and responsive team is committed to collaborating with you to map out the omnichannel experience you want to create and the configurations you require to achieve the results you need.

Learn about Appointment Scheduling
Learn about Launching Coconut
Start reaping efficiency wins faster than you can say ‘Complex SaaS implementation’.

Most enterprise SaaS projects involve many months of back-and-forth and a few more months before results start to trickle in. Not us.

Learn about Launching Coconut
Learn about Coconut's Features
Realize high adoption rates with our easy-to-use interface.

While many online scheduling solutions say this, we really mean it. Because we’ve designed a built a premium experience that comes naturally to the average user.

Learn about Coconut's Features

Walk through the basics of Coconut Software and learn how easy it is to setup and manage your account.

Schedule a Demo

Learn More About

By Suchet Randhawa in Customer Experience - Sep 16, 2019

[Transcript] Embracing a Customer First Mindset: Eliminating Friction Points in your Customer Multi-Channel Journey

Get the transcript to our recent webinar to learn how evolving customer expectations and new technology trends are disrupting the financial industry.

Continue reading