Coconut Software

Setting Up a Vanity URL

Premium Branding Overview

Paul Sullivan

Meredith Bird

Technical Resources

APIs and Webhooks in Coconut

Appointment Booking Values

Google Analytics + Google Tag Manager: FAQ

Emergency Escalation

Certificates FAQ

Online Booking Experience (Client View): Why isn’t a location displaying?

Connect: Camera & Microphone Troubleshooting Tips

Coconut IP address list

Email: Why are emails ending up on a denylist?

Google Analytics: I am not seeing data from Coconut

Review appointment history

Schedule: Why are some events semi-transparent (faded) in my calendar?

Zoom® Integration: No meeting link provided in appointment

What is the Coconut Calendar Time Out Session

Temporarily Reducing your Branch Hours

Why are appointments marked as Reserved?

Does Coconut Software pickup certificate changes automatically?

Does Coconut Software support 2 token-signing/token-decrypting certificates at the same time?

Does Coconut Software consume federation metadata automatically?

Start here when troubleshooting on your own.

General Troubleshooting Tips

Generating a HAR File for Troubleshooting

Troubleshooting

Leveraging Lobby with the Universal Banker Model

SSL Certificates: Best Practices

UTMs and Coconut

Using Booking Shortcuts to Create Group Services and Group Events

Drive improved outcomes by creating custom questions

Minimize disruption & increase digital engagements with a location archiving plan

Provide pick-up options using curbside services

Disable the ability to select specific staff members via GTM

Promote Digital Meeting Methods via GTM

Promote Virtual Locations via GTM

Understanding Notes on Client Profiles

Uncover strategies for optimizing your use of Coconut in our Helpful Hints section.

Helpful Hints

API Docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.