In this release
Multi Line of Business
Integrates every line of business together into one secure instance
The new Multi Line of Business (Multi LOB) add-on lets organizations with multiple business units operate as one while maintaining control, privacy, and performance.
Integrate every line of business in a single Coconut instance with configurable data separation and security. At the same time, enable cross-business booking that helps staff connect customers to the right experts faster, shorten sales cycles, spark warmer leads, and increase conversion rates.
With Multi LOB, organizations deliver a unified booking experience, streamline cross-department workflows, and gain real-time visibility across the entire institution without switching systems or manually combining reports.
Depending on how your organization is structured, Multi Line of Business enables you to:
Present one seamless booking experience across all lines of business
Align staff, locations, and services to specific lines of business to match your internal structure
Access line-of-business data independently while maintaining institution-wide reporting and analytics
Configure branding, workflows, and data security per line of business
Enable cross-department and multi-advisor booking to improve hand-offs and drive higher conversion
Multi Line of Business is available now.
NOTE:
Multi Line of Business is a paid add-on. Please contact your Customer Service Manager (CSM) for more information.
Meet on Demand
Manage remote assignments at scale
Meet on Demand now supports easier management of remote location and service assignments for distributed teams.
Remote Assignments can now be updated using the API or the Import/Export tool. Previously, these updates were only available through the Coconut UI. This enhancement makes it faster to manage large remote teams and keep assignments consistent across locations.
This update supports:
Bulk updates to remote assignments using the API
Importing and exporting remote assignment data for faster configuration
Reduced manual updates for organizations managing remote staff at scale
NOTE:
Meet on Demand is a paid add-on. Please contact your Customer Service Manager (CSM) for more information.
Clients table
Faster access to client records
The Clients table now loads immediately, regardless of the size of your client list. This update improves performance and navigation when accessing and managing client data.
With this enhancement, you’ll notice:
Instant loading when opening the Clients table
Smoother navigation through large client lists with improved pagination
Faster performance with the removal of the Total Client Count from this page
This update will be automatically available to all customers on January 28