In this article
Objective
Manage how Coconut is set up for your staff and clients by configuring your instance’s settings.
Steps
Settings are organized into four sub-categories: General, Notifications, Branding, and Integrations & API.
General
Within General settings, you can configure fundamental settings related to your instance and how staff and clients engage with it.
NOTE: Additional general settings options may display in your instance, depending on what additional features are part of your Coconut package. Details related to settings for additional features can be found in corresponding setup articles.
Client View
The Client View refers to your clients’ online scheduling experience. Please refer to Client View: Setup for detailed information on setting up Client View.
Payments
Payments is where you can configure the capability to accept payments for services your organization provides by integrating with Stripe™. To configure payments:
From the navigation menu, click Settings
Click Payments
Select Do you accept payments for your services?
Select your preferred currency
Select EnableCredit Card Capture
Enter your organization’s Live Publishable Key
Enter your organization’s Live Secret
Click Save
Hot Tip!
For more information on how to locate your API keys in Stripe™, please refer to this documentation.
Questions
The Questions area is where you can create custom questions that will be asked of clients as they complete the online scheduling process through the Client View or of staff as part of facilitating appointments.
For helpful hints and sample use cases for custom questions, please refer to this article.
To create a question:
From the navigation menu, click Settings
Click Questions
Click Create
Select the desired answer format
Enter the question
Enter any desired placeholder text
NOTE: This text displays beneath the answer options in the Client View
Select Private to restrict the question to staff for completion during appointments
Select Required to require clients to answer the question in order to complete the scheduling process
If using a Select, Checkbox, or Radio question type, click Add to add an answer option; repeat this step for each answer option
Click the Services tab
Select the services where the question will be asked
If providing services in additional languages, click the Languages tab
Click Add
Enter the question
Enter any desired placeholder text
If using a Select, Checkbox, or Radio question type, click Add to add an answer option; repeat this step for each answer option
Click Save
The created question displays in the list. Created questions can be edited or deleted from the list view.
Admin View
Admin View settings determine how services are assigned to staff and experience settings for Managers. To configure these settings:
From the navigation menu, click Settings
Click Admin View
Select how services are assigned to staff
Individual: Use this option if an admin will be manually assigning services to individual staff members (recommended for smaller organizations)
Mixed: Use this option if an admin will create staff groups and then assign services to these groups (in addition to having the ability to manually assign services to individuals)
Select which booking flow is used when users click the +New button in-app
Contact Centre page: Directs users to the flow used when creating an appointment from Clients in-app
Schedule Form: Directs users to the flow used when creating an appointment from the schedule/calendar in Coconut
Select which visibility levels managers at your organization will have
Select how service and location assignments are determined when a manager creates a new staff member
Select the primary phone type that will be displayed to users where only one phone number option is displayed in Coconut
Enable/disable Workflows by toggling Workflows are enabled/Workflows are disabled
Support Information
Support Information settings determine what details are shared with your employees when accessing Help from the navigation menu or Help icon in Coconut.
For more information, please refer to Manage help options.
Categories
Categories enable your organization to group like services. These categories are used as expandable/collapsible headings during the client scheduling process. They are also available as a data option when generating reports.
Categories can also be used to group other elements within Coconut, such as clients or staff, and then leveraged using APIs.
To create a category:
From the navigation menu, click Settings
Click Categories
Click +New
Enter a name for the category
If desired and your organization provides services in additional languages, click Add another language
Enter the corresponding name for the category
Click Save
The category displays in the list. It can be edited or archived from the list view. To assign a service to a category, please refer to Add a Service. For an overview on getting started with Services, please refer to this article.
When used, categories display in the Client View to group like services (as in the above example) and are available in Reports
Notifications
Notification settings determine how and when clients, staff, and locations are alerted about details related to their engagements.
Clients
Please refer to Configure Client Notifications for detailed information on setting up notifications for your clients.
Staff
Please refer to Configure Staff Notifications for detailed information on setting up notifications for your staff.
Locations
Please refer to Configure Locations Notifications for detailed information on setting up notifications for your locations.
Branding
Branding settings determine the look and feel of your client and admin views in Coconut. It is also where you can customize the format of emails sent from Coconut (for example, appointment confirmation or reminder emails).
Please refer to Brand your Admin and Client Views for additional details on setting up a branding theme for Admin View and Client View.
Please refer to Create a branded email template for additional details on adding your organization’s branding to emails sent from Coconut.
Integrations & API
Coconut API details related to your instance can be found in Integrations & API settings. This area will also include settings related to configuring any integrations used by your organization in conjunction with Coconut.
NOTE: Additional general settings options may display in your instance, depending on what additional features are part of your Coconut package. Details related to settings for additional features can be found in corresponding setup articles.
API
Coconut’s APIs enable you to increase the extensibility of your application of Coconut. For additional details, please refer to our developer (API) documentation.
Generate your key and secret
From the navigation menu, click Settings
Click API
Click Generate My Key & Secret
Click the copy icon to copy the key/secret pair to the clipboard and save in a location designated by your organization
To create an additional key and secret, click Create New Key and Secret
Set API Expiry
From the navigation menu, click Settings
Click API
From API Expiry, enter the duration (in seconds) a token will persist in the API Token Expires In field
Click Submit
Webhooks
Webhooks allow you to build on top of Coconut by subscribing to events that happen within the Coconut system. When one of those events are triggered, we'll send an HTTP POST payload to any URLs in your account's webhook settings. For additional details related to specific webhooks, please refer to our developer (Webhooks) documentation.
Webhooks can be configured from vendorname.coconutcalendar.com/webhooks.
To add a webhook:
Click +Add
Enter the desired name for the webhook
Enter the URL you'd like to have the events sent to
NOTE: This should be a dedicated page on your server
Select the event types you want to be notified for
Click Save
To modify an existing webhook, click More.
To view the history of events sent to a specific webhook, click Log.
To delete a webhook, click Delete.
A note on access and visibility
Admins can access Settings and create/edit/archive as each setting allows.