This month’s release is filled with some really exciting enhancements for your staff, including a new feature to support hybrid working models—something we know your team is going to love.
Before we dig into the details, here’s a quick glimpse of everything that we’ll be rolling out before the end of the month:
Allow staff to set their availability by meeting method with hybrid working hours
Add a moment of delight for staff with Coconut-inspired confetti
Enable contact center agents to search for specific branches by name
Use custom security policies to allow Google Tag Manager to interact with third-party service providers like chatbots
Ensure no two staff members edit the same walk-in appointment with improvements to the walk-in editing flow
Display upcoming engagements across all meeting methods on your Lobby TV
A reminder that we're planning to end-of-life our iOS lobby kiosk app at the end of March. If you have any questions about this, please reach out to your CSM.
Appointments
Hybrid work support
With many of our customers moving to hybrid work models, we’ve introduced a new feature that allows staff to set their availability by meeting method.
This means staff can set themselves as available for in-person engagements in the morning at one branch, and remote only in the afternoon across multiple locations—or any other hybrid work configuration they may need.
You’ll also be able to indicate if one or more branches are closed for in-person appointments, but remain open for phone or video appointments.
This enhancement will automatically be enabled for all Coconut customers.
Adding a moment of delight for staff
When staff complete their final scheduled appointment of the day, we’ll be there to celebrate with them with fun, new Coconut-inspired confetti.
This enhancement will automatically be enabled for all Coconut customers.
Contact center search
Contact center agents can now search for locations by name or external ID, to help them find a specific location even faster. We’re also planning to bring this search capability to your booking flow, where customers/members can find a branch by name when scheduling an appointment.
This enhancement will automatically be enabled for all Coconut customers.
Custom security policy
Some of our customers have asked us to allow them to add custom scripts through Google Tag Manager that interact with third-party service providers, like a chatbot engine or other analytics tracking technology. This month, if you’ve opted to use our full private label offering you’ll be able to do so. In the Settings>Client View section you can now configure the domains of the third-party service providers that you want to enable through Google Tag Manager.
This feature will be automatically enabled for customers using our full private label feature. If you don’t see the Used Domains portion, it means that you are not currently eligible for this feature. If it’s something you’d like to enable, please reach out to your CSM.
Lobby
Editing a walk-in appointment
To ensure that multiple staff do not begin to edit the same appointment before it begins, we’ve made a few changes to the Lobby dashboard to ensure that only one staff member can make modifications to a lobby engagement by requiring them to start it first.
This enhancement will automatically be enabled for all Coconut customers.
Lobby kiosk end of life at the end of this month
In our October release we shared the news we’ve rebuilt our kiosk app. Our new web-based app offers you more flexibility when it comes to the hardware you’d like to deploy your kiosk experience on. It also allows us to roll out new enhancements to your lobby kiosk, faster.
We’d encourage you to reach out to your CSM to discuss a plan to transition your kiosks from using the native iOS app to the new web-based app. We're here to support you through this transition to ensure it’s a light lift for your team, and there’s no interruption of service for customers/members.
If you’d like to get a head start, you can view this brief video that walks you through how to configure an iPad with the new web-based solution. We expect to end the support for the existing app at the end of March.