Objective

Use the Coconut Add-In for Microsoft® Outlook to be able to perform many everyday tasks in Coconut from Outlook, signing into both applications using a single set of credentials.

NOTE: Microsoft Outlook Add-In is an optional add-on. Please connect with your Customer Success Manager to get started.

User Benefit

The Coconut Add-In for Outlook streamlines booking and managing appointments by enabling users to create, edit, and complete appointments in Coconut directly from Outlook, if desired. Actions completed using the add-in are included within Coconut reporting, ensuring data consistency and completeness.

Available actions

From the add-in, users can:

Login to the add-in (within Outlook) using their SSO credentials
Book a new appointment for themselves with a client from within Outlook
Create a new client and search for an existing client
Start, stop, and finish their appointments within Outlook
Review key details for their upcoming appointments
Answer and edit questions related to their appointment before, during, and after the appointment
Update the status of their appointments

Before you begin

Please review the following details to ensure readiness before beginning setup.

Supported Versions

A combination of factors determines whether the add-in is compatible with your organization’s usage of Outlook, including:

Whether your organization is using a cloud or on-prem installation of Outlook
- NOTE: Coconut does not support desktop or on-prem versions of Outlook
  - Your organization can use add-in with unsupported versions of Outlook, but Coconut will not provide support for issues
  - Due to limitations related to on-prem installations, features such as the start/stop timer available if using the add-in in combination with a cloud version of Outlook are unavailable for on-prem
Which version of Outlook your organization is using, and whether it is a retail or volume-licensed purchase
Which browser is used to access Outlook online
Whether your organization has applied specific cumulative updates to your Exchange server
- NOTE: As a best practice, ensure the most recent cumulative update for your version of Exchange is applied; CU18 or higher is required for Exchange 2016
  - To find the most recent cumulative update for your version of Exchange, please refer to this article

For an optimal experience, Coconut recommends:

Using the 64-bit version of Microsoft® Office
Using Outlook on the Web App (OWA), instead of the desktop application
Using a retail version of Office 2016 or higher, with Edge WebView2 installed
- NOTE: For more detailed versions information, please refer to this article
Accessing Outlook online from Microsoft® Edge
- NOTE: The Outlook Add-In is not compatible with IE11

PowerShell Preparedness

Bulk installation of the add-in requires the use of PowerShell. To optimize the installation process, ensure there is a team member within your organization who can:

Install PowerShell on the system you’ll use to install the add-in (if not already installed)
Install the module required for using Centralized Deployment PowerShell cmdlets to install add-ins
Login to PowerShell
Run commands in PowerShell