While we’ve been taking some vacation days here and there in July to rest, relax and isolate, we haven’t slowed down on the continued evolution of Coconut’s offerings.
We have an upcoming webinar on August 20th where we’ll dive into some best practices on how to manage your locations in an appointment economy, as well as fresh blog posts for those lazy afternoons.
Thanks to those of you who already responded to our client survey - if you haven’t yet, click here to spend 3 minutes and help us evolve Coconut. For every response we receive, we’ll donate $5 to the Canadian Anti-Racism Network.
Let us know how you’re liking these updates and anything you’d recommend we change.
- Your Coconut Team
P.S. If you missed what we released in June, click here to have a look.
New Features and Capabilities:
In our Lobby Management solution, staff can now add a phone number when adding a walk-in. This’ll be useful to notify clients of updates to their wait in the Lobby, or if a last minute change/information gathering is required by staff.
Advisors will be able to pick the customer from the staff dashboard when they “pick up” the walk-in. If the walk-in is a new client, the system will pre-populate with the “new client” window and the fields will be already filled.
Modern client view has also received some improvements:
The Services step is now configurable: the previous set up which showed each category of service on it’s own page (for mobile devices) or tab (for desktop) is still available however we’ve provided support for Admins change the display and show all services on a single page divided by category headings (for both mobile and desktop, fancy!) from the client view settings page.
Admins now can show custom cancellation and rescheduling policies on the confirmation page, configured from the client view settings page. This’ll be helpful to make sure everyone knows the policy ahead of time, saving some awkward conversations.
Admins can also now ensure customers actively accept compliance information - it’ll display an “I Accept” message checkbox before the customer can book an appointment. This can be turned on in the client view settings page
Lastly, service instructions are now shown to customers on the confirmation page. Huzzah!
Product Improvements:
Calculating availability has just hit Mach 3 - we’ve tightened some nuts and hammered some nails, and you’ll find the system much faster. Here are a few places you’ll really notice it:
Showing time slots in the modern client view
Showing time slots in the Contact Center
Loading the Schedule page
Modern client view has a few more improvements under the hood:
Compliance text size is now a bit larger, keeping it consistent with the rest of the content sizing on the details page
We’ve also visually separated Coconut’s compliance statement and the additional information that Admins can enter to be displayed.
Confirmation page has been redesigned to better display information to customers about their appointment.
Option to send replies to appointment emails to a general inbox, instead of the booked staff member - you might find this helpful if you have a team who manages any customer queries as opposed to the booked staff member fielding all the questions.
Bug Fixes:
We were having issues with yearly repeating hours adjustments and had to press pause on this functionality - good news is that it’s fixed and it’s back!
A few combinations of virtual locations and booking shortcuts could cause modern client view customers to backwards navigate to steps they shouldn’t be able to access. This is all fixed now.
Fixed an issue on the time step of the modern client view where date selection would be lost when selecting a different staff member.
Fixed an issue with Reserve with Google where if two clients were booking a time slot at nearly the exact same time a race condition could occur that could potentially cause double booking.
Sometimes when clients were booking a phone or video appointment with any staff available on the modern client view, the system tried to find availability of way too many staff members. All fixed up!
Fixed an issue where booking policies in the admin settings for the modern client view were not being properly saved.
Some video meeting method appointments with video meeting links associated, didn’t actually have the video link included in the .ics file. We investigated and it’s now all fine and dandy.