November is here and we’re gearing up to host our 2024 product roadmap webinar. Join us on December 6 from 3:00 - 4:00 ET to hear from Eric Bin, VP of Product on where Coconut is heading next year. Save your seat here.
We’ll also be heading to Future Branches Austin November 28th - 30th. Here are a few ways you can connect with the Coconut Crew:
Check out our keynote session featuring our VP, Product Eric Bin and SVP, Retail Operations at CU SoCal Aaron Young on Tuesday, November 28th at 5:00 PM
Join our Coconut Social on Wednesday, November 29th from 7:00 PM - 10:00 PM
Stop by booth #407 in the Innovation Hub to say hello to our team
Now, read on to learn more about what we’re releasing later this month.
In this release:
Schedule
Location sorting updates
When customers/members are prompted to select a location during the booking flow, they’ll now see results ordered by proximity to the searched location, with the location closest to them at the top of the list. Customers/members will also be able to use the “locations near me” button to order locations based on their current location.
This feature will be automatically enabled for all customers. Should you prefer a specific type of location sorting, please connect with your Customer Success Manager.
Contact Center
View and manage workflows from the contact center
Workflows allows staff to deliver an exceptional customer/member experience by connecting appointments related to a specific customer/member in a centralized place.
Now, staff can view and manage Workflows from the Contact Center. This includes creating a Workflow to associate with a new or existing appointment, linking a new or existing appointment to an existing Workflow, and viewing Workflow details from within the selected appointment.
This functionality will automatically be enabled for all customers with our Contact Center product who have Workflows enabled. For more information on Workflows, please connect with your Customer Success Manager.
Lobby (Queue Management)
Lobby availability by role
Previously, only Managers could adjust the availability of other staff members at their locations. We’re rolling out a new setting that allows admins to give Staff Advanced users permission to make these adjustments as well.
To enable this setting, please head to the “Lobby Management Settings” area of Coconut.
Platform
Updated look and feel for the Clients area
It’s a makeover for the Clients area of Coconut! Now, when accessing Clients, users will experience a modernized look and feel similar to our Locations and Staff areas. This includes updated experiences for:
Adding a new client member
Editing an existing client’s profile
Hot Tip! Want to see only clients you have met with? There is a quick filter to “View My Clients”.
The ability to opt-in and try out the new look and feel is available to all users. To help with the transition, users will have the ability to return to the previous look and feel for the time being.
GSuite dashboard
We’ve created a new dashboard for customers who leverage our GSuite integration that allows you to spot GSuite sync issues in one place—without needing to contact Coconut support. Through this new enhancement, you’ll be able to:
See failed staff sync and event sync at a glance on the issues tab
Monitor the status of event syncing for GSuite
Retry failed event and user syncs
This new dashboard will be automatically enabled for any customers who use our GSuite integration.
Advanced Analytics
New navigation menu
Advanced Analytics users now have a quicker, easier way to navigate across Dashboards, Explores and Looks with the new “Go to” navigation menu. Expanding this menu will allow you to see Dashboards, Explores and Looks in one spot.
This functionality will be automatically enabled for all Advanced Analytics users.
Copy dashboards and looks
It’s also now possible to make a copy of any Dashboard or Look in Advanced Analytics and easily add it to your “My Content” area.
This functionality will automatically be enabled for all Advanced Analytics users.