Coconut Software Features

Reminders/notifications. dragging/dropping appointments to a new time, ability to add Email Note(s) the client can see.

Need these things: * full keyboard navigability (see WAVE at wave.webaim.org; i have a temporary disability with both typing/mousing and it hurts to not have full keyboard control) * warning of a client already exists when adding a New Client * Ability to edit Client Note(s) next to Email Note(s) when creating a new Appointment * Make the client added to the create appointment dialog layer be significantly...

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Hi Roger, thanks for the review and feedback. You've brought up some valid points and we will make sure to forward those to the product team.

Things have been going really well, our clients can now book appointments easily online. Before we had Coconut Software it was a manual process which costed us time.

There was initially some push back to using the software as there was a slight learning curve for our staff. It would be great to have some additional features built to better organize our calendars within Coconut Software.

the ease in which an appt can be made., and the overall ease of moving an appt and of course pertinant client data connected to the appt.

no way for an online booker to know if there is an appt already made for the time they need.

Thanks for your feedback. We're happy to hear you find the solution easy to use, our product team has been working hard to continue improving our user experience.

Automated client notifications and flexibility to customize those notifications per service type.

Data capture/reporting could be stronger.

Thank you for your feedback Denise. We are glad that we were able to help you achieve your goals related to providing your members with a self serve solution to book appointments. We are currently working on a number of reporting and data capturing updates that we¿ll be sure to notify you about in the near future. Thanks again for taking the time to review.

Coconut Software is simple to use and customizable for specific needs of the company.

Our software is completely customized to our needs, and therefore I'm unable to comment as we do not have issues with the system as it stands.

Ease of use and short learning curve for end users. Open to suggestions on new functionality and have been very responsive to our organizations needs. Customer support is quick to respond and resolve cases.

Sync reliability has caused booking issues with staff and would like to see updates to the reporting functions, for example ability to export reports from the insights page and administrator specific reporting for system changes.

It is pretty easy to get setup on their website and get started. It has great analytics to keep track of your meetings and track clients through meeting dates. It also has a lot of custom function tools to optimize meeting bookings for a variety of formats.

The interface could have a better more modern design, it has become a little better recently but some pages are not fully updated. They are also launching new products on the platform but usually require additional fees to access.

It's great to hear you have been enjoying the flexibility and customizations of the product, along with analytics. We are constantly looking to improve the experience of our users so your feedback on the interface and additional products is appreciated.

I love that my clients can make their own appointments during my open times. This assures that if I miss their call, they have a way to connect giving me another opportunity to serve their needs.I also like that other coworkers can also schedule the appointments for the client without me. Enables us to capture more opportunities.

When setting days off in Outlook, there is box for "all day" that does not block time in coconut calendar so I have to do it in both.

Great feedback. We're glad to hear you're enjoying the client self-serve and feel you're capturing more opportunities. Your suggestion for the Outlook integration has also been shared with the Product team to review.