March is upon us and with it comes some exciting enhancements and features within our platform!

Before we dig in, are you loving your experience with Coconut? We’d love for you to share your experience with others by leaving us a review on G2 or Capterra. Your feedback helps us ensure we’re delivering the best possible experience with our product and our team.

In addition to new functionality, we are also continually working to enhance overall performance in the platform. This release, that includes improving the client search experience. Now, in addition to overall performance enhancements, it is easier to search for clients by both their phone number and their external ID.

These enhancements are automatically available to all users.

Connect users can now dial into a meeting by phone. Dial-in participants are able to 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.

A dial-in participant joins a Connect call from dial-in details shared when they receive the meeting invitation. They are prompted for an access code to help validate their identity prior to joining the meeting. Once a dial-in participant has joined a call, other meeting attendees will be able to see a dial-in participant in the participants list.

This enhancement is automatically enabled for all Coconut Connect customers.

Please refer to the Connect section of our Help Center after release is live March 22 for more details.

Now, should a Connect call crash, participants are provided with the ability to copy the eventID and share this information with their support channels. This info equips troubleshooting teams with the additional info they require to provide a quick and efficient resolution.

This enhancement is automatically enabled for all Coconut Connect customers.

You can now specify which services at a location require the use of a meeting space. These specifications apply to both appointments and, for customers using our Queue Management (Lobby) solution, walk-ins.

This enhancement is automatically enabled for all customers using Meeting Spaces.

Please refer to the Meeting Spaces section of our Help Center after release is live March 22 for more details.

We’ve made it quicker and easier to add a new appointment, away/busy time, or, for our customers using our Queue Management (Lobby) solution, a new walk-in. Now, from wherever you are in the app, click +Add New. You'll be prompted right then and there to book on behalf of a client or member or schedule away/busy time for yourself - no need to navigate through the platform to complete your task!

Coconut users can add an appointment, walk-in, or away/busy time from wherever they are in the app by accessing the +Add New button in the navigation menu; contact your customer success manager to test this feature

What's more, when adding a new walk-in, simply click Start to automatically begin the engagement!

When adding a new walk-in, simply click Start to begin the engagement

This feature is available for beta testing. If you are interested in trying this enhancement at your organization, please contact your customer success manager.

Now, how the length of time before a user’s session in Coconut timeouts can be modified. By default, sessions timeout at 4 hours, requiring users to sign in to Coconut again. If needed, session timeout can be updated to a duration other than the default.

To have the session timeout length changed, please contact your customer success manager.

Now, the Created and Created UTC fields in reports apply to - not only appointments - but walk-ins as well. Leverage these fields as an easy way to compare created, started, served, and finished times for walk-ins at your organization.

This enhancement is automatically enabled for all customers.

Please refer to Report Fields Reference for more details.