Before we dive into this month's updates we wanted to share a few resources we've been working on that offer some inspiration on how to deliver a great virtual experience for your customers or members:
Now, here's a quick preview of what we're planning to roll out before the end of August:
Ability to upload supporting documentation to an appointment
24 hour clock support for staff schedules
Workflows that allow staff to see client history all in one spot before they start an appointment
New data fields that allow you to pull reports with staff, service or location groups
Appointments
Uploading supporting documentation
Currently, when a client completes their appointment booking they’ll see confirmation details that remind them what they’ll need to bring with them for their appointment, like a government issued ID or proof of income. We’ll be rolling out a new feature that will allow your clients to upload their documents during the booking process.
Once uploaded, your staff will be able to review the documents within Coconut, whether it's for an in-person appointment or a virtual appointment hosted through Coconut Connect.
Please contact your CSM to learn more about this feature.
24 hour clock support for your schedule
After this release, staff who want to see the schedule view in the 24 hour clock format (as opposed to the default AM/PM format) can now do so by updating a setting in their profile.
Coconut Platform
Workflows
Workflows provide your staff with more visibility of customer or member activity by allowing them to see details from previous/upcoming engagements in one location. Before staff begin an engagement—whether it’s an appointment or a walk-in—they’ll be able to see whether or not their visit is related to another engagement along with notes and details from previous interactions.
This central view provides them with the context they need to prepare for an upcoming service, and prevents customers or members from having to repeat themselves to bring the next staff member they deal with up to speed on their service. It also provides reporting to help your financial institution see which services close fastest, or the total amount of time staff spent with a customer or member to complete it.
If you’d like to be added to the shortlist of customers receiving early access to our new workflows feature, please contact your CSM.
Data field updates
We’ve added three new fields to the available column options in your Reports and Templates. If you leverage location or service categories or staff groups, you can now include these fields in any report you generate.
These new fields are not enabled by default, so your existing templates are not impacted and you have the option to include them in generated reports or templates.