When in the staff lobby view, we’ve added a “Notify” button for each engagement that’ll send a customizable message to that customer. These messages can be sent via SMS text or email or both.

Our suggested text “It’s almost your turn - please line up outside the front door and the greeter will let you in.” No need to manually phone or bellow out the front door.

Here’s what it’ll look like for your customers:

You can select, by Location, whether room bookings are mandatory for each appointment.

From the client view, and for locations that require a meeting space for each appointment, the availability being displayed will take into consideration both staff availability and meeting space availability.

When a client reschedules an appointment, the original meeting space may not be rebooked for the new booking as there isn’t a hierarchy for which rooms to book first.

In the Schedule view, staff can see which meeting spaces have been booked for each appointment.

Note that room bookings can only be made for appointments, not on busy blocks. This means that this feature won’t support staff only meetings (i.e. an all hands staff meeting), however we are looking into this for the future. If you’d find this helpful, please contact us to indicate your interest.

In order to help with COVID restrictions, you can leverage this feature to ensure that there are limits to the number of concurrent appointments able to be booked. Note, this is a restriction based on meeting spaces, not a restriction on the number of individuals who turn up for the meetings.

Admins can set up the integration on behalf of all staff in Coconut. All that is needed is your Microsoft Tenant ID, and login credentials.

Once up and running, this integration automatically creates video meetings within Microsoft Teams when appointments are booked through any Coconut channel. The corresponding meeting links are dynamically generated for each appointment and automatically included with customer notifications, eliminating the manual creation of new links. This will be helpful as the links are always unique - no customer can show up early and join an existing meeting.

After launching to a few clients via our Beta program, we plan to rapidly address feedback and make this functionality available for all customers with Phone & Video Appointments in the fall. If you don’t have Phone & Video Appointments and would like to get the Microsoft Teams Integration, please set up a consultation here.

This means we’ll pass customer details to the Modern Client view when it’s embedded within an authenticated system such as an iframe within your online banking portal or a mobile app.

For more information, check out Pre-Populating

Admins armed with their Microsoft Tenant ID, and login credentials can set up the integration on behalf of all staff in Coconut.

Once the integration is set up, Admins can choose which groups of Active Directory staff members they would like to sync with Coconut.

The sync is one-way which leverages Active Directory as the source of truth for your staff list and makes sure that your data remains centralized in one place. This means that any staff members that exist in both Coconut and the selected Active Directory groups will now be managed by Active Directory. Adding and removing staff from those groups in Active Directory will be an effortless way to create or archive staff in Coconut.

If you would like to be a part of our Beta program and help us to shape this integration, please contact your Customer Success Manager.

if a visitor were to click on the logo in the header, we’ll direct them back to your website in a new tab. That way they don’t lose their progress in the booking process.

If you have more than 20 locations in Coconut then pins on the Modern Client View will now show up as Google’s default pin.

Admins can choose which email branding they would like to apply to each of their services. This is especially valuable for customers that have different logos or compliance information they would like to include in the header or footer of their email notifications.

We fixed an issue where line breaks in the Service descriptions were not showing up properly in the new Services display (shows all Services on a single page). All fixed up!

When the Modern Client View had the Location step first, the Services step was not showing the correct title.

We also uncovered, in Modern Client View, the customer’s preferred location for a Phone & Video appointment could be lost if the customer clicked the back button on the summary step. We encourage everyone to worry less about what is behind us, and concern ourselves with what is ahead. And also to stop using back buttons.

During very specific circumstances, like...crazy specific, we had an issue that could cause the potential for a double booking through the Contact Center. This is now fixed.

Fixed an issue with time slot validation and Reserve with Google - all better!