To better protect your organization against spam and phishing, we are updating the client view to restrict names to a maximum of 20 characters for both the First Name and Last Name fields. In addition, only the following character types will be allowed:

Answers to questions configured as Text or Textarea (short and long open-ended questions) will no longer be included in the confirmation email sent to customers. Answers added to an appointment by a logged-in staff member will continue to appear in the client confirmation email. All answers entered will remain accessible to staff.

To enhance the protection of client information, Additional Details/Notes entered through the client view will no longer be included in confirmation emails. Notes added to an appointment by a logged-in staff member will continue to appear in the client confirmation email. All text entered in Additional Details/Notes will remain accessible to staff.

When adding a new client from the Schedule New Appointment modal, the heading on the New Client modal now aligns with other areas of the product and reads ‘Create New Client.’ Previously, it was titled ‘Create New Attendee.’

“The ‘Receive SMS’ checkbox on the New Client and New Walk-In modals is now greyed out if no phone number is entered.

Audit logs now capture changes made by all user roles, not just Administrators.

Audit logs provide visibility into account activity, improve accountability, and support compliance requirements. Administrators can track updates to staff profiles, service and staff assignments, and key account settings, while also identifying the source of modifications to support root cause analysis.

Audit log reports include all changes made by user roles. Reports can be exported on-demand as CSV files or scheduled for automated delivery via SFTP.

Audit Log Reports are only available to users with Advanced Analytics licenses. Licensed users will automatically have access. If your account does not have Advanced Analytics, please contact your Coconut Customer Success Manager to learn how to add Advanced Analytics and gain access to Audit Log Reports.

For step-by-step instructions on generating your first audit log, visit the Help Center.

We are adding the ability to archive staff groups from the Staff Groups page. To archive a staff group, click on the vertical ellipsis (kebab) icon and select Archive.

When archiving a staff group, the group will be removed from all staff previously assigned to it, while their service assignments from that group will remain.

If you do not see Staff Groups in the Coconut menu, it can be enabled via Coconut settings. To learn more about staff groups, check out this Help Center article.

API endpoint that can handle assigning or removing multiple services to multiple blocks in a single request, reducing the number of API calls and improving efficiency for managing service assignments across many locations.

Details on the API endpoint can be found in the API documentation for associating services and API documentation for associating services and API documentation for disassociating services.

These APIs endpoints are now live.

We’ve added advanced filtering on the Schedule to display staff in the list based on specific criteria. You can now find staff in the list based on the services and languages supported by staff.

With our On Demand Video in Branch solution, you are able to centralize your advisory services, enabling your specialists to support multiple locations, extend your team’s reach, and optimize demand management across branches.

We’ve made improvements to this solution to ensure that your teams don’t get overwhelmed by seeing remote groups of advisors when it’s not necessary, clearing the clutter and making it easier to navigate what’s important.

When assigning staff to a location, you can now indicate that this assignment is a ‘Remote Assignment.’ By setting a location assignment to be remote, staff will only perform remote walk-ins for this location. This means the staff member will never work in the branch for walk-ins, and will never take pre-scheduled appointments at this location.

Throughout the application, we will use this new Remote Assignment setting to show only staff that are relevant based on where the list is being displayed.

To enhance the stability and robustness of how Coconut Software generates and manages MS Teams video meeting links, we are transitioning to Microsoft’s recommended application permission model for authenticating the integration in Coconut.

Currently, Coconut Software accesses your tenant’s Teams meetings using Delegated Access (via a service account). The update will transition this to use a Client Credentials Flow, which does not rely on a specific user account. This change:

To enable this update, your action is required to grant the specific Coconut Software application permission to manage meetings for designated users within your Microsoft 365 tenant. The process involves two main phases.

Phase 1: Configure a Microsoft Teams Application Access Policy.

Phase 2: Reauthorize the integration within the Coconut Software platform.