February is here and we're feeling the love with enhancements in multiple areas of our product. And speaking of product enhancements, want to catch a sneak peek of new products and enhancements the Coconut team has planned for 2023? Join us on Feb 15 from 3-4 PM EST for an exclusive glimpse of where Coconut Software’s roadmap is heading. Register here.
We’re also gearing up for our Workflows beta. With Workflows staff will be able to see a full view of each client’s history—directly within Coconut. Which means they can deliver more personalized service, faster. Stay tuned for more details in our March release.
In this release
Advanced Analytics
Enhanced metrics and reporting capabilities
Multiple enhancements are available this month for Advanced Analytics users. These include:
The ability to review the status of a staff member’s calendar sync (both Microsoft Exchange and GSuite integrations supported)
Hot Tip! You can leverage this information to create an alert that triggers in the event the sync status changes!
Adding the category name to a report if a location, service or staff belong to that category
The option to report on wait time and which direction wait time is trending based on previous engagements
Hot Tip! Wait time is calculated as follows:
Appointments: The time between when a client checks in for their appointment and when the appointment is started by the staff member
Walk-ins: The time between when the client joins the queue and when the staff member starts that engagement
The ability to report on engagements that are in an improper state, such as appointments that aren’t yet set to Completed - ensuring organizations are getting maximum insights from their Advanced Analytics data
The option to include answer details for multiple choice questions in outcomes analytics reporting
Among other enhancements, categories for Services, Locations, and Staff are all now available measures within Advanced Analytics
These enhancements are available to all Advanced Analytics users.
Please refer to the Advanced Analytics section of our Help Center after release is live February 22 for more details.
Connect
Support for DocuSign when using an SSO provider
Customers using a single sign-on provider to control access to applications can now leverage DocuSign during a Coconut Connect meeting. After staff members have accessed DocuSign through the SSO provider (for example, Okta), they can connect to DocuSign in the Connect call. Once connected, staff can review envelope contents with clients and facilitate signing ceremonies.
This functionality is available to all Coconut Connect customers who have connected DocuSign as an e-signature integration in Coconut.
Please refer to Complete signing activities during a Connect meeting after release is live February 22 for more details.
Staff
Updated look and feel for the Staff area
It’s a makeover for the Staff area of Coconut! Now, when accessing Staff, users will experience a modernized look and feel similar to our Locations area. This includes updated experiences for:
Adding a new staff member
Editing an existing staff member’s profile, including their staff category
Adding to or modifying a staff member’s assignments
Hot Tip! Not sure of the exact name for the location? When searching for locations to which you’ll assign a staff member, you can now search by location category instead of needing to know the precise name!
The Staff area has a new look and feel for reviewing staff and completing actions such as modifying assignments or editing details
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.
Please refer to the Staff section of our Help Center after release is live February 22 for more details.