Provide clients with the opportunity to meet by video using Coconut Connect.

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

Meeting participants can join a Connect call by video conference or dial-in methods. For more information on hardware and software recommendations for optimal participation, please refer to the FAQ.

Meeting participants can join a Connect call by video.

To join by video:

To join by video from Coconut:

Appointment-taking staff can join a Connect meeting by simply clicking the join link in the appointment's details

Meeting participants can also dial-in to a call. Dial-in participants can participate in the audio elements of the call, but are not able to view any shared screen content or participate in interactive elements such as signing ceremonies.

To dial-in to a call:

Numerous actions are available during a call. Depending on a participant’s permissions, they can, for example, invite others to join the meeting, share their screen, add notes, and complete signing ceremonies.

Staff and clients can invite others to join a Connect call. However, invited participants must be admitted by the host of the call.

To invite others to join a call:

Invite additional participants to a Connect call from within the call itself by simply adding their email and clicking Send; Note that all participants in a Connect meeting must be admitted by the host

Alternatively:

Staff members facilitating a Connect appointment will receive a notification on screen when a new participant is waiting to join the meeting. Staff can choose to admit or deny admittance by clicking Admit or Deny.

To change your background:

NOTE: Custom Backgrounds are not supported on the following versions, due to a bug in the browser that will cause an "Out of Memory" Error:

To change your audio and/or video settings:

Closed captioning is available in English during Connect meetings. To turn on closed captioning:

From the call actions, click the Turn on captions button to turn on closed captions; click again to turn captions off

Staff can add internal notes from within a Connect call. These notes are not visible to participants. They are added to an appointment’s details in the Internal Notes section.

To add internal notes:

Meeting participants can also complete signing ceremonies as part of a Connect call. Please refer to this article for more details.

If disconnected from a Connect meeting due to, for example, a lost internet connection or a browser crash, participants can rejoin the meeting by reloading the page and opting to rejoin the call.

If a user is already connected to a call and attempts to rejoin, they will be prompted to enter their name and email prior to joining.

When a staff member leaves a Connect meeting, they can rejoin the meeting, manage the appointment, or share video call feedback from the exit screen.

To rejoin the meeting, click Rejoin on the exit screen.

To complete the appointment, click Manage appointment. You will be directed to the calendar view of the appointment in Coconut, where you can update the appointment’s status and answer any questions.

To share feedback on your Connect call experience, click the face icon that corresponds to your video quality experience.

Staff members can rejoin a meeting, manage the appointment, or share feedback from the post-call exit screen

Admins can set Connect as the default video meeting option for users.

Admins and managers can access Connect audio recordings, audio transcripts, and chat transcripts.

Managers and staff can schedule and facilitate Connect meetings. They can also complete additional in-meeting actions, such as adding internal notes, initiating signing ceremonies, and admitting participants.