January is here, and we’re kicking off the new year with a fresh set of updates designed to make your experience with Coconut even more seamless and efficient. From improved notifications to an enhanced dashboard experience, these updates are crafted to empower your team and simplify daily workflows!
Here’s what’s new this month:
In this release
Notifications
Ability to reorder content on the client confirmation email
Platform
New unified Dashboard experience
Updated labeling to signify that appointment notes are internal
Identification badges for attendee search
Integrations
Outlook: Updated event titles for improved clarity
Notifications
Ability to reorder content on the client confirmation email
Administrators now have the ability to reorder content within client confirmation emails. You can now decide where service instructions are placed within client confirmation emails. They can appear either above the appointment details or at the end of the content details section.
This enhancement ensures critical details are more prominent in the email notification, helping them prepare for their appointments.
To configure, navigate to: Notifications > Clients > Email Content in the Coconut settings menu.
Positioned above the Appointment Details section | Positioned at the end of the Contact Details section |
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Platform
New unified dashboard experience
The new Dashboard combines the Lobby Page and Dashboard Page into a single streamlined interface. Designed to simplify workflows and enhance usability, this update introduces several powerful features:
Unified Dashboard Interface
Manage all engagements from one place, eliminating the need to toggle between pages.
New Sidebar Navigation
Expandable Buckets: Organize engagements by client status (e.g., In Progress, Waiting, Checked In).
New Meeting Icons: Easily identify engagement types (Phone, Video, Walk-In).
Away and Busy Blocks: Streamline availability management.
Enhanced Engagement Management
Manage walk-ins directly from the dashboard.
Perform actions like accepting, canceling, or completing engagements based on permissions.
Informative Landing Page
A refreshed landing page provides guidance to help teams transition seamlessly.
Opt-In Functionality
Staff can opt into the new dashboard and toggle back if needed. Full adoption begins February 26, 2025.
Frequently Asked Questions (FAQs)
Can staff toggle back to the old dashboard?
Yes, the opt-in/opt-out banner will remain available until February 26, 2025.
Do permissions carry over to the new dashboard?
Yes, all permissions and settings remain consistent.
Are walk-ins and appointments displayed differently?
Walk-ins and checked-in customers are organized into dedicated buckets for improved visibility.
A preview of the new dashboard
Updated labeling to signify that appointment notes are internal
The “Appointment Notes” field in the Contact Center booking flow has been renamed to Internal Notes to clarify that these notes are for staff use only. Additionally, placeholder text has been updated to: Click the pencil icon to add notes (for internal use only). Notes will not be shared with attendees.
Updated UI that changes 'Appointment Notes' to 'Internal Notes'
Identification Badges for attendee search
In the Schedule booking flow, attendee search results now include badges to distinguish between staff and clients. This visual cue streamlines the selection process and reduces errors.
A preview of the new identification badges
Integrations
Outlook: Updated event titles for improved clarity
We’ve adjusted Outlook event titles to prioritize the client name over the service name. Event titles now display the meeting method, followed by the client name and service name. Prior to this update, some events had the client name truncated, which this update helps prevent.