It's a new year and we have some new functionality to kick off 2023! But before we begin, if you’re a bank or a credit union, don’t forget to participate in our 2023 benchmarking survey! You’ll be the first to get report results.

Also, beginning in February, our release updates will be made available on the second Thursday of each month. Why the extra day? This enables us to provide additional details and visuals in our release updates while ensuring they still get to you in a timely fashion.

Now, onto January’s release.

Now, Advanced Analytics users can quickly review weekly utilization data from Schedule. Admins can access this data for all users and managers can access for all users at locations to which they are assigned.

Advanced Analytics customers can access utilization data from Schedule

This functionality is available for Advanced Analytics customers. Please connect with your customer success manager if interested in enabling this feature.

Please refer to this article for more details.

Coconut now supports mTLS in our B2B APIs. Please note that, because the webhooks used in Coconut are associated with resources or events (for example, a new appointment), using mTLS requires that your organization ensures notifications are correctly formatted and communicated to the appropriate parties.

Please refer to our B2B API documentation for info related to our APIs and connect with your customer success manager if your organization would like to consider this functionality.

Categories, Clients, and Users APIs have an updated time filter.

Please refer to our B2B API documentation for additional details.

Coconut Connect now provides the ability to sign documents electronically during a video call, through DocuSign™ and/or OneSpan Sign™ integrations.

Admin users can choose to connect DocuSign and/or OneSpan Sign as an e-signature provider through Settings.

Once set up, staff members can login to the e-signature provider during a call, select and review associated documents with clients, and initiate signing.

This functionality is available for all Coconut Connect customers. Please connect with your customer success manager if interested in enabling this feature.

Coconut Connect customers can collect e-signatures during a call through integrating with DocuSign and/or OneSpan Sign

Please refer to Help Center materials for setup details.

Now, the avatar for each participant in a Connect call will have a unique color to help differentiate between call participants.

This enhancement is automatically enabled for all Coconut Connect customers.

In our efforts to continuously enhance the import experience, the size of data volumes that can be imported is increasing, beginning with client records.

This feature is automatically enabled for all customers.

The ordering of the Do you have a preferred staff member? step of the online booking flow now takes into account your organization’s preferred language ordering. If language ordering is set, the display order of this step is determined by the language currently in use by the client, followed by language order settings.

This order in which languages display to clients during this step of the online booking experience is now customizable

To set language order preferences, please reach out to your customer success manager.

Now, admins can view and edit any booking shortcut created by another admin, ensuring business continuity at your organization.

To enable this feature, please reach out to your customer success manager.