November is here, and we’re wrapping up the year with a fresh batch of updates to enhance your Coconut experience. As we prepare for a brief pause over the holidays, take advantage of the improvements we’ve added this month to streamline your workflows and enhance client interactions!

Let’s dive into what’s new this November:

Experience Enhancements for In-Branch and Walk-In Management

We’ve introduced a set of improvements designed to enhance the in-branch and walk-in experience for both staff and clients. These updates focus on streamlining workflows, reducing errors, and providing more flexibility in client management—all within a more intuitive interface.

For a full walkthrough of these enhancements, check out our video demo to see each feature in action!

1. Edit Meeting Notes and Client Information for an Unstarted Meeting

Now, staff can easily add notes or specify a client for walk-ins without needing to start the meeting first. Whether it’s noting details like "wearing a red shirt" or specifying that a client wants to see a particular staff member, just click the pencil icon to add notes directly.

This improvement eliminates the need to start and then return the meeting to the lobby. Staff can also assign a client to a walk-in before it begins, adding more flexibility to the in-branch workflow.

2. All Fields Available When Adding a New Client From a Walk in

Previously, staff only saw a simplified version of the client form when adding a new client during a walk-in. Now, the complete form is available, including fields like "External ID." This enhancement saves time and makes it easier for staff to gather all necessary information from the walk-in screen, without needing to switch tabs.

3. Ability to Remove a Client Selected for Walk in

Previously there was no way to remove a client from a walk in once they were selected. Staff can now easily remove a client added to a walk-in if selected in error. Simply click the “x” next to the client’s name to make changes as needed, reducing the chance of mistakes and ensuring a smoother process.

4. Change of Screen When Appointment is “Finished”

Previously when the “Finished” button was clicked, Coconut remained on the same page. To improve clarity, when staff mark an appointment as “Finished,” they’ll now be directed back to the dashboard homepage instead of remaining on the same screen. This change reduces confusion and offers a clear visual cue that the appointment has concluded.

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New:
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5. Client Selection Performance Improvement

We’ve made behind-the-scenes enhancements to improve the speed of client selection. Staff will notice faster response times when selecting clients, especially helpful during high-traffic times.

Streamlined Admin Settings

We’ve refined the admin settings for video integrations within Coconut, offering a more intuitive setup experience. These improvements aim to reduce clutter and provide a seamless management experience for your video integrations.

Key changes include: