Summer starts next week and with it comes some exciting updates to your Coconut experience!

Plus, we’ll be joining Jim Marous at The Financial Brand for a live webinar on June 26th. Attending Future Branches Boston? Swing by Booth # TT2 and don’t forget to stop by at our session on ‘Breaking The Bank’ on Revenue: A Strategic Look at Operational Efficiency.

The latest enhancements to your Coconut Connect experience:

Prompt to indicate permission needed for camera and microphone access

Settings for camera and microphone are always visible

Microphone indicators and speaker testing to ensure everything is working before joining

Prominent errors and warnings to speed up troubleshooting

After June 25, 2025, the previous version of our Schedule page (Schedule 1.0) will no longer be accessible.

This change lets us fully focus our efforts on enhancing our new Schedule page (Schedule 2.0), which provides a more intuitive, modern and faster experience. If you haven't already, we encourage you to start using the new Schedule today to familiarize yourself with its improved capabilities.

Schedule 2.0 was designed with your feedback - offering a more streamlined and powerful way to manage your schedule. By deprecating Schedule 1.0, we can dedicate all our resources to making Schedule 2.0 even better, bringing you new features and continued performance improvements.

We've updated the Contact Center view to display location distances using the standard units for the staff member's country.

Now, users in the US will automatically see distances in miles, while users in Canada will automatically see distances in kilometers. This enhancement provides a more intuitive and relevant experience for our contact center staff.

When creating a new appointment from the schedule, the “New Client” button will open a modal that is now consistent with the UX from the dashboard and clients pages - including Basic, Advanced and Notes tabs to capture all client data fields (including the customer external id).

Previous:

New:

Schedule 2.0 now consistently uses your configured timezone for all displays. This means accurate times for you, no matter where you are – even when you're traveling.

You can now preview walk-in details directly on the schedule (similar to the behavior with appointments and absences):

Access a detailed record of changes within your Coconut instance, that will allow you to:

Each log captures:

Current limitations:

More information about this feature can be found here.

The following tabs have been renamed for clarity:

When you click "+ New" on the "Adjustments" tab, you will now see a convenient dropdown menu.

This dropdown offers two options:

This allows you to quickly select the type of adjustment you need to make without navigating through an additional modal.

Highlights from this update which aim to make the self-service experience more engaging, intuitive and appealing for your clients, include:

A sleek, modern aesthetic that’s more inviting for clients.

Subtle animation to encourage clients to interact with the Kiosk.

You can customize this text to display any important messaging. By default, this displays your location's closing time.

We have improved the UX for the options page making it more user friendly and easier to join the line, check in for an appointment, or book an appointment for a future date.

Clients can now scan a QR code from the welcome screen or within the flow to continue on their own device. This offers greater privacy and ease of use.

You can customize the color and logo of the QR code in the "Branding" section within Settings.

Choose to display a plain black and white QR code, or opt to have no QR code at all.

Clients can easily see and select their language for the kiosk, directly from the welcome screen.

Once the new Kiosk experience is enabled for your account (starting July 23rd, or by request for early adopters on June 25th), Admins will find a New Kiosk link in the Location dropdown.

This allows you to configure and roll out the changes gradually as needed by using either the New Kiosk link or Old Kiosk link.

Staff can now edit responses to all appointment questions simultaneously (rather than one at a time).

We've enhanced Coconut to seamlessly integrate all UTM parameters with Microsoft Dynamics. Now, you can effortlessly track every click, campaign source, and more. This will empower you to: