ONLINE APPOINTMENT SCHEDULING & DIGITAL LOBBY MANAGEMENT SOFTWARE
Improve Your Staff’s Productivity – and Your Client’s Experience
Long lineups and wait times. Staff burnout and shortages. Missed appointments and confusing calendars. Many financial institutions struggle with these challenges – unless they’re using Coconut, the top appointment booking and lobby management system.
“Before Coconut, we were unorganized, which caused scheduling stress! Now, we have organization to our day that allows us to better serve our clients.”
ELLEN CROWDER
Kacie Harmon, Branch Manager, Rogue Credit Union

Video Meetings: More Options for Clients, More Coverage for Advisors
Reduce the time advisors spend traveling between branches, and let them serve multiple locations remotely with our video appointment solution, Coconut Connect. It helps staff handle more meetings from a single location, and can support a virtual branch setup. Plus, document sharing and e-signature capabilities make it feel just like an in-person appointment.
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Virtual Appointment Management: Better Meetings – In Less Time
Coconut’s flexible system makes it easy for clients to find the right appointment or self-service option they need fast – meaning your staff spend less time handling low-value transactions.
Our software also captures important information during the booking process, so advisors are prepared for every interaction. Plus, automated reminders ensure clients come to appointments with the right documents. The result? Shorter meetings and faster conversion rates.
See the platformInsights and Reporting: Staffing Made Simple
Take the guesswork out of branch staffing. With Coconut, you’ll see which times and branches are the busiest, your most popular reasons for visits, and your no-show rate. This way, you’ll avoid over- or under-staffing, reduce overhead costs, improve your client’s experience, and – ultimately – drive better branch performance.
“It was very hard to predict when clients were going to come in through the door, or predict how many staff clients you needed on a daily basis. Coconut gives us the tools needed to try and predict our volume, and to be more efficient.”
DEREK REESER
Member Contact Center Manager, Rogue Credit Union

Coconut Customer Service: Expert Advice From Experienced Pros
When you become a Coconut client, you’ll never have a shortage of advice. We’ve helped 100+ financial institutions shift to online appointment booking and digital lobby management. From implementation and technical support, to ongoing strategic direction and customer networking sessions, we’ll be with you every step of the way.
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