To provide greater flexibility during client onboarding and data collection, administrators can now configure Email and Phone fields independently as Required or Optional on the Client dialog.

This update helps improve data integrity by allowing staff to create client profiles even when specific contact details are unavailable, reducing the need to create duplicate profiles simply to bypass required fields.

Admins can now set Email and Phone requirements independently

For example, Email can be required while Phone remains optional.

These settings are managed in Settings > Admin View > Client Details

When a field is changed to Required, the requirement applies to both new and existing client profiles.

If a staff member edits a client profile that is missing a newly required field, they won’t be able to save changes until that information is added.

This update will be available for all accounts, and enabled automatically on February 25.

We’ve improved the staff synchronization logic between Coconut and Microsoft Dynamics to better manage discrepancies in staff records and reduce sync failures.

Previously, if a staff member’s Employee ID (external ID) did not exactly match between systems, the sync would fail and require manual investigation. This update introduces an additional validation step to help keep workflows moving without interruption.

If the primary Employee ID lookup fails due to a missing or incorrect ID, the system now attempts to match the staff member using:

When a verified match is found using these attributes, Coconut automatically links the staff records, allowing synchronization and downstream workflows to continue.

This enhancement significantly reduces unmatched user errors that previously required operations teams to manually reconcile staff records.

This update will be available for all accounts that utilize the Microsoft Dynamics Integration, and will be enabled automatically on February 25.

To improve the stability and reliability of video meetings, Coconut now supports authenticating its Microsoft Teams integration using Microsoft’s recommended Application Permissions model.

This option was previously available to a limited set of customers in September 2025 and is now available to all organizations using Coconut’s Microsoft Teams video integration.

Today, Coconut accesses Teams meetings using Delegated Permissions through a service account. With this update, customers can switch to an Application Permissions model using the Client Credentials flow, which offers several benefits:

To enable this update, administrators must grant Coconut permission to manage meetings for selected users within their Microsoft 365 tenant. The setup includes two steps:

Additional step-by-step guidance is available in the Help Centre article.

This update will be available for all accounts that utilize the Microsoft Teams Integration, and will be enabled automatically on February 25.

Staff schedule sorting by selection order has returned to the Day View.

Based on customer feedback, we’ve moved away from a strictly alphabetical layout and restored the click-order sorting behavior from Schedule 1.0. This makes it easier to organize schedules in a way that matches how your team works.

Your own schedule (You) is always pinned to the leftmost column, followed by No Staff Assigned, so unassigned work is immediately visible.

All other staff appear in the exact order you select them

To group staff in a specific way, simply click them in the order you want them displayed

When selecting all staff, the Day View will display:

This ensures a consistent, predictable layout while still prioritizing what matters most.

This update will be available for all accounts, and enabled automatically on February 25.

We’ve enhanced the appointment booking workflow to make it faster and more efficient to book appointments. By integrating real-time availability directly into the booking window, staff can now see schedule details without switching tabs or screens.

The key update is the new View Schedule panel, which brings the Coconut Schedule directly into the appointment creation experience. This includes:

The View Schedule panel displays a live calendar preview for the selected day, showing open time slots without needing to open the full Schedule in another screen.

Branch staff can view availability across all selected staff members in one place, providing a clear and complete picture of the current schedule.

As you select appointment times, the system immediately flags scheduling conflicts to help prevent overlapping bookings.
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By bringing booking and schedule visibility together in a single screen, the View Schedule panel helps staff work more efficiently and confirm appointments with fewer clicks. Real-time availability removes guesswork by clearly showing gaps and overlaps before an appointment is confirmed, reducing the risk of conflicts.

This update is being introduced through an early access program for a select group of customers. If you’re interested in early access, please reach out to your support team or Customer Success team.

Available to all demo accounts as part of the February release cycle.

Available to a select group of accounts in the February production release. Accounts included in this release will receive an email notification one week prior to. deployment.

Available to all accounts in the March production release.