Skip to main content
New Releases: July 2019
Paul Sullivan avatar
Written by Paul Sullivan
Updated over 4 months ago

Coconut Software’s July Product Newsletter provides all the updates and new features that the team has been working on.

NEW - Insights

Quickly access valuable insights into how your staff, services, and locations are stacking up for more informed decision making. The Insights Overview will show engagement trends, highlights, and leaderboards across your organization. Learn more

Coconut_Insights.png

The Insights Reports give you a deep dive into your data.

  • Appointments by Location - Compare location performance through the number of completed appointments.

  • Appointments by Service - See how popular each service is, and identify potential problem services.

  • Appointments by Staff - Easily see how your staff perform across your organization.

  • Appointments by Booker - Track your staff’s adoption of Coconut through the number of appointments they book.

  • Lobby Walk-ins by Location - Compare wait time across locations and identify historically busy days.

  • Lobby Walk-ins by Service - See how long each service is actually taking through the average handle time.

  • Lobby Walk-ins by Staff - Track staff performance through handle time and throughput.

What’s New in Coconut

Here is a list of additional updates to be released July 17th, 2019

  • External Calendar Integration - When staff update an appointment in GSuite and Outlook.com, clients will receive updated emails.

  • Lobby Management - “Available in Lobby” option available when managing services, to control whether a service can be selected when joining the lobby, either through the Kiosk or in the Admin View.

  • Contact Center - Private or Invite Only staff, locations, and services are no longer available to be scheduled through the Contact Center booking tool. Only public staff, locations, and services will be bookable.

  • Language Support - Additional options to improve support for multiple languages.

    • Load the client view in a specific language with a booking shortcut using the Booking Shortcut widget on the Dashboard. Learn more

    • Set the default language of your Client View to any of your supported languages.

  • Staff profiles and location/service assignment have been split. They are both still located under Staff but are now managed separately. Learn more

  • When client view is embedded, it’s now possible to pre-populate answers to custom questions with information from a third party system. Learn More

Visit Coconut Software’s Help Center for helpful How-to’s and Product Guides.

Coconut Partner Highlight

ChannelNet delivers insights-driven personalization solutions that drive engagement, retention, and commerce. OneClick Financial allows credit unions and banks to communicate with their members and customers in a completely data-driven 1-1 experience via personal pages, populated with engaging content and tools designed to enhance brand awareness, increase customer engagement and cross-sell products and services. Current clients include JP Morgan Chase, Ally Bank, and Huntington Bank.

Results:

  • Email Opens 66% vs. 17% Benchmark

  • Email Open To Click 25% vs.18% Benchmark

  • Average time spent per Personal Page = 2 minutes 41 seconds

Schedule a call with Leila to learn more.

Did this answer your question?