Before we say goodbye to 2021, our Product, Engineering and Design teams have a few more exciting updates planned. Here's a glimpse of what we'll be rolling out before the end of December:
Ability to duplicate a scheduled appointment
Customer/member SSO through Google login
Allowing customers/members to manage their queue appointments
Few other platform enhancements
Migration to our new Reports section on December 31
Appointment scheduling enhancements
Check-in API
We’ve been hard at work to give you tools that empower you to build the customer/member experience you’re after. You can now use our open APIs to check in a customer/member using their phone or email address, provided their appointment is happening within 30 minutes of the time the API is invoked.
To learn more about this new API, please go to our developer documentation here.
Duplicate a scheduled appointment
We’ve made it easier than ever to create a duplicate of an appointment at a later date. This new enhancement will help you save time when booking a follow up appointment, or when you have appointments that happen at regular intervals throughout the year.
Customer/Member SSO via Google Login
Great news for Google users. We’ve made it easy for your customers/members to book an appointment by logging in with their Google account. They’ll have the option to sync availability in their personal Google calendar with the availability of your staff. When they log in with their Google account, we’ll also pre-populate their details so they don’t have to re-enter them prior to booking.
To enable this capability, please contact your CSM.
Lobby management enhancements
Faster Route 2.0
Earlier this year we launched “Faster Route” which allows you to redirect customers/members to self-serve channels when booking an appointment. To further help customers/members find the fastest way to address their needs, we’re introducing a new feature that will let them know the service they’re looking to book is available in your lobby (whether it’s a physical lobby or a virtual one offered over the phone).
To enable this setting, please contact your CSM.
Manage a queue appointment
When a customer/member joins your walk-in or phone queue, the SMS/email confirmation they receive will now include a link that allows them to monitor their position in the queue, view their estimated wait time and remove themselves from your queue if they change their mind. All without having to be physically in your lobby.
Platform enhancements
Assigning locations through SSO
To help deliver a seamless staff experience, you’ll now have the ability to assign staff to locations automatically when each staff member logs into Coconut through SSO. This update will help you manage new location assignments in less time.
To learn more about how to configure your SSO integration with Coconut to support this, please contact your CSM.
Searching for customers/members by their phone number
To make it easier for you to assign the right customer/member to an appointment and look up clients in your customers/members list faster, you’ll be able to search using their phone number.
Data enhancements
Suppress the ability to mass download customer/member data
We have added a setting to block your users from downloading sensitive customer/member data from the Coconut platform.
To enable this setting, please contact your CSM.
New reports section
Last month we announced some exciting changes to our Reporting section. These improvements offer a fresh new look and infrastructure enhancements to help you:
Reliably export large volumes of data
Include walk-in and appointment data in a single report (E.g. you can now export answers to walk-in questions)
Download previously run reports and see a historical view of reports that have been generated
On December 31st, we’ll be retiring the original reports and moving every customer over to our revamped Reports section to help you easily extract the data you need from Coconut. To opt in now, head over the Reports section. A few important changes you’ll want to note once you start using the new Reports:
Appointment ID has been renamed to Engagement ID
You’ll see a new field called “Engagement Type” which will tell you whether the engagement was a walk-in or an appointment
Appointment Date has been renamed to Engagement Date
Appointment Status renamed to Engagement Status
Fulfillment Method has been added to indicate the way walk-ins have been handled (either in the lobby or curbside)