Your Coconut Team

We are continuing our testing of the latest evolution of Lobby & Visitor Management to support self-serve channels for your walk-ins: remember it’s only available for Lobby customers and only for Beta participants. Want to try this exciting new feature out? Join the Beta program today!

With the Online Queuing feature, your clients can scan a QR code using their mobile device on the door (or maybe a poster!) bringing them to a page to add themselves to the queue.

The Online Queueing feature now includes a landing page that allows clients to pick from three different actions they want to take when they arrive at the branch and scan the QR code:

Your customers can also conveniently check-in to their pre-booked appointments by looking them up using their phone or email address right from the Online Queuing page.

We now only allow eligible additional staff with at least one location/service assignment to be added to a multiple staff appointment.

Staff who are not eligible to be added will still be displayed in the list on both the schedule and in booking shortcuts, but will be in a disabled state.

Test out all the cool features with us by joining the Beta program

We are making the Schedule a little easier on the eyes by toning down the brilliance of some of the event status colors.

You can take your appearance preferences a step further by simply clicking on the button in the top right corner and selecting which Color Theme you would like to use.

Hint: The new dark text theme should offer further relief from the current “brilliance” if that’s what you’re after. Like a massage for your eyeballs.

Remember that setting a service based color will override the color theme selected by users. The service based will be used as the confirmed status color for all appointments for that service for ALL users.

Many of our users love that the Schedule saves the selected staff on the day view. Based on your valuable feedback we’ve decided to extend this functionality to the Week view as well. Now, each time you return to the Schedule page you will see the same staff you were looking at last time you were there! Each location has its own list, so you can set up the preferred staff by each location.

We have also made your Schedule more dynamic by adding a “now indicator” that gives you a reference point to the current time of day. Staff can quickly determine what’s next in their Schedule without having to consult a wristwatch, sundial or listen for the town square bell.

We have reduced the space that location selection takes on the Schedule by re-organizing this into a searchable drop down. Just click the large bold location title in the top left corner (the same place location selection has always been). The staff list for each location now has much more space.

Opt-in to receive notifications from a particular location by simply going to your profile notification page, searching for the location you are assigned to (or interested in) and putting it to the Watch List. To stop receiving notifications from a location, remove that location from the Watch List.

To make it easier for you to access your global notifications, we have added a quick link to your profile notifications settings and moved the “read all” button to the footer.

We have updated the Lobby notifications to include the instructions “Please respond ‘2’ to cancel your appointment” so your clients can text ‘2’ to any lobby SMS to cancel their walk-in appointments

Lobby notification preference updates: you can choose how you would like to receive lobby notifications: via email, desktop notification or a simple audio DING or all of the above. Just change the settings from your profile notifications settings page.

If you are using our Quick Stream solution (the artist formerly known as Builder) you can now manage appointment availability on a service by service basis. This is especially useful for services with different availability than others (different hours, different staffing limits). Want to get this set up, contact your Success Manager

Insights enterprise readiness- our Insight reports are now snappier and provides support for customers wanting to analyze large amounts of data with longer time ranges

Schedule polishing:

Contact center staff can now see service descriptions as a part of the service list in the Contact Center.

Admins can now see and edit the formatted address of a location. This is the address field that is shown on the Client view.

Client view ongoing improvements - keep that feedback coming!

Fixed an issue on the staff list so now admins can correctly add all new user details.

We addressed a display issue with Internet Explorer 11 and the Lobby View, to fix the double print/overlapping text some users were seeing on their display.

Fixed an issue on the Lobby TV where the name wasn’t being displayed correctly.

Previously, staff were only able to book appointments by selecting an assigned room - this doesn’t typically apply when the meeting is a phone or video meeting. We have improved the process so staff can now book appointments through Schedule without assigning any room to the meeting for phone and video meetings.

Some users were seeing duplicated check-in buttons in the Lobby View - we removed the extra action.

We have now addressed the issue users were facing when submitting only emails for the Callback service forms. The Callback service request is now configurable for which fields are required.

Previously some users were facing issues re-enabling their two-way sync of their Google account. We have addressed this issue so accounts should be able to sync successfully

We fixed the issue some users were facing using the Lobby Management Kiosk app where the Join Line button would grey itself out.

Fixed an issue on Schedule to improve loading issues when several staff users are selected. Users should now have the ability of viewing all 10 Schedule availabilities for selected users.

Corrected an issue where Call Center staff were being directed to the wrong page in some cases.

Addressed an issue where Virtual Meeting Information was not included in the email notifications for some customers.

Fixed an issue that occurred when searching on the location step and then clearing the search could cause all locations to be loaded in some circumstances

We addressed the issue where some appointments booked through the Client View using an iPhone on Safari were showing as booked through API - this would only affect reporting, but it’s still important so it’s now fixed!

Fixed an extremely rare issue when occasionally two clients try to book the exact same time slot through the Client View at the same time, the button would take them to an error screen. We have now fixed the issue so that if it happens we prompt the client who booked second to find another time.

Previously, some users were having trouble getting matched in our Microsoft Teams integration. The reason they were not matching was due to a case mismatch between the email in their Coconut staff profile and UPN in Microsoft. The integration is no longer case sensitive when it comes to matching. If you have any mismatched users try refreshing them.

Fixed an issue with Multiple Staff Appointments where additional staff who were not assigned at the same location as the appointment were unable to make changes to the appointment.

Fixed an issue with the Classic Client View that could cause availability to not show up.

Fixed an issue with the Modern Client View where locations were not showing up when booking invite only appointments.

Fixed an issue with Multiple Staff Appointments where users with the staff role were having troubles adding additional staff to appointments.

In very specific circumstances, the save button in the contact center would continue to show the saving state and never actually save. This is fixed now.

Fixed an issue where an error could occur when trying to view the details of an appointment in the schedule that had been deleted by another user right before viewing.

Fixed a text layout issue for location names on the Modern Client View.

Fixed an issue where invite only services were not showing up in the Contact Center for those customers who have them enabled.

Fixed an issue where the hover state of an event on the schedule would get stuck and never disappear.

Fixed an issue with the modern client view location step where clicking search this area would include all locations rather than just the ones in the current area.

Fixed an issue where the sorting of service categories would be incorrect on certain browsers.

Fixed an issue with Multiple Staff Appointments where sometimes a staff member with a higher role than the organizer could not be added to the appointment.

Fixed an issue where the regions list could appear empty on the location step of the Modern Client View.

[“hip”,”hip”] we’re done!