Objective

With Branch Locator, you can:

Extend the online experience clients have with your institution to include searching for locations that don’t offer services, but do offer specific functionality your clients are looking for, such as an off-site ATM
Empower clients to search for and schedule appointments at locations based on filterable features, such as extended hours or on-site parking

NOTE: Branch Locator is an add-on feature. Please connect with your Customer Success Manager to get started.

Branch Locator + Lobby

If your organization is using Lobby and Branch Locator, estimated wait times for the selected service will display in map results when a client searches using Branch Locator.

Steps

To setup Branch Locator, creating Points and/or Location Features, and associate Location Features with Locations.

NOTE: Multiple Points and/or Location Features can be added in bulk through Import/Export. For steps to add these items using Import/Export, please visit:

Create a Point

A Point is a location-based entity that does not have a service assigned to it. An example of a Point may be an off-site ATM.

Points enable your clients to search for specific features that don’t include a service - such as an ATM - from the same place they access online to schedule an appointment.

To create a Point:

From the navigation menu, click Points
Click +New
Enter a name and location details for the Point
Enter a description for the Point, if desired, In Optional Point Messaging
- NOTE: If added, this messaging displays in the Point’s details pane during the online client experience
  - If Optional Point Messaging is added when creating a Point, it displays as an info badge to clients when viewing Point details
From Point Features, select all features that apply to the Point
Select the default language for the Point
If desired, update the External ID to a more reader-friendly ID that reflects the Point:
- Click the Lock (🔒) icon to unlock the field
- Click Confirm
- Enter your desired External ID
Click Save

Create a Location Feature

A Location Feature is an attribute associated with a Point or a Location. An example of a Location Feature may be extended hours or parking on-site.

Location Features personalize the scheduling process for your clients by enabling them to search for a location that meets their specific needs.

To create a Location Feature:

From the navigation menu, click Settings
Click Location Features
Click Add New
Enter a Feature name
Check Apply to all locations if this feature applies to all branch locations
- NOTE: A Location Feature can instead be associated with one or more specific locations by editing those locations
Click Add

The Location Feature displays in the Location Features list. Click the More Actions (⋮) icon to edit or delete the Location Feature.

Associate a Location Feature with a Location

A Location Feature can be associated with all Locations when created or edited from Settings. It can also be associated with a specific location.

To associate a Location Feature with a specific Location:

From the navigation menu, click Locations
Navigate to the location you want to make the association for and click the More Actions (⋮) icon
Click Edit
Enter a description for the Location, if desired, In Optional Location Messaging
- NOTE: If added, this messaging displays in the Location’s details pane during the online client experience
From Location Features, select all Location Features that apply to the Location
Click Save

The Location Features are associated with the specific Location and will be incorporated into clients’ online booking experience.

Access Branch Locator

Clients can access Branch Locator through a specific link you can make available to your clients on your website in any way you choose. The URL for this link is your Coconut instance’s URL, appended with /locator.

For example: yoursite.coconutcalendar.com/locator

The client experience

The following is an example of the online client experience using Branch Locator. Please note that the flow may vary depending on Client View settings at your organization.