In this article
Objective
Ensure your organization’s locations remain up-to-date so that clients have a positive scheduling experience.
Steps
Add a Location
Admins have the ability to add locations in Coconut. To add a location:
From the navigation menu, click Locations
Click +New
Enter the name, address, and timezone details for the location
Check Virtual Location if the location will not include in-person meetings
NOTE: If a client selects a virtual location when scheduling, a location address will not display, nor will the option to select an in-person meeting
NOTE: If using virtual locations with Coconut’s Quick Stream add-on, ensure that the virtual location includes an address to improve searchability
From Location Features, enter optional location messaging and select optional location features, if desired
From Contact, enter contact information to be associated with the location, if desired
NOTE: A phone number added here will display as the contact number for clients when scheduling an appointment
NOTE: An email added here is where staff notifications will be sent if an appointment has no assigned staff
From Preferences, select the language for the location
From Preferences, select the visibility for the location
Public: Location is an available option for clients when scheduling an appointment using the client view
Private: Location is only available internally to staff to book through Schedule
Invite Only: Location is available for clients to book through the use of a booking link or internally to staff to book through Schedule
From Preferences, add and/or select additional preferences, as desired
NOTE: Location Instructions display only to clients/members receiving SMS notifications for walk-in engagements
Click Save
A new location prior to saving
Edit a Location
Admins can edit a location. Managers can also edit location details for locations to which they’re assigned. To edit a location:
Click More Actions (⋮) for the location you want to edit
Click Edit
Make your desired edits
Click Save
Archive a Location
Admins have the ability to archive locations. To archive a location:
Click More Actions (⋮) for the location you want to archive
Click Archive
Click Archive from the prompt to confirm the action
Copy TV URL Link
If your organization uses Lobby, admins have the ability to copy the TV URL Link and apply it to browsers on devices at a location. To copy the TV URL Link:
Click More Actions (⋮) for the desired location
Click Copy TV URL Link
Paste URL in desired browser on device where you want the location to display
Copy Kiosk Link
If your organization uses Lobby, admins have the ability to copy the Kiosk Link and apply it to devices at a location. To copy the Kiosk Link:
Click More Actions (⋮) for the desired location
Click Copy Kiosk Link
Paste link into browser on device you want to use as the kiosk at that location
Locations and the client experience
Locations appear for clients during the appointment scheduling process. Additional location details, such as address, contact information, and operating hours can also be included.
Clients can enter a specific place in the location search bar to have the list of available locations sorted by proximity to the place searched. Clicking Locations near me will sort the list of locations based on proximity to the client’s current location.
Locations displayed to a client during the booking experience
If, later in the scheduling process, the client does not find a day or time that works for them, they can click View available times at other locations. This will display available appointment times at other locations, sorted by proximity to the location the client originally selected.
NOTE: If a location is not appearing in the online booking experience, please refer to this article for troubleshooting tips.
Hot Tip! Ordering Locations
The order in which locations display can be customized using Import/Export.
From the navigation menu, click Import/Export
From Data Type, select Locations
Click Export Data
In the exported spreadsheet, add a column titled sort_order
Within the sort_order column, add a numerical value to each location to determine the sort order for the locations
NOTE: Locations will display sequentially
Save your updates to the spreadsheet
Returning to Import/Export in Coconut, drag and drop the spreadsheet to the import target or select the spreadsheet by clicking or select from your computer
Click Import