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Smart Service vs Coconut Software Comparison

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Overview

Smart Service adds scheduling, dispatching, customer management, work orders, billing, and more to QuickBooks, making it...

Coconut’s suite of cloud based solutions allow banks and credit unions to seamlessly schedule, measure and manage client,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No screenshots yet

Pricing

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

261

5

4

3

2

1

134

95

20

6

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.5

17

5

4

3

2

1

11

4

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

It also makes keeping up with our maintenance agreements much easier. The customer service is outstanding & luckily for me they are very patient.
Extremely user friendly, fast and reliable, customer care is attentive and extremely helpful, we can't say enough good things about it.
The software is great for what we need it for and the customer support is next to none. We are very pleased with smart service.

Pros

The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments.

Cons

At the time, we had already signed up for a competitors software package, but I was unhappy with it's difficulty of use and lack of some features.
My customer service experience with them was horrible. Our QuickBooks data is also corrupt from the information from Smart Service not transferring correctly.
I have spoken to several other scheduling software companies and they are appalled by this tactic.

Cons

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).
Merge the Dashboard and Lobby areas. I am not totally clear as to why they are 2 separate areas.
It's a bit harder to move multiple appointments around some blocked out times, but I also know its because I'm trying to book 20 appointments for the same customer and its not the intended use.
  • Vendor responds to reviews
  • Last review13 days ago
  • Vendor responds to reviews
  • Last review9 months ago

Key features

  • Total features66
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Audit Trail
  • Automated Scheduling
  • Availability Indicator
  • Billing & Invoicing
  • Booking Management
  • Branch Optimization
  • CRM
  • Calendar Management
  • Calendar Sync
  • Chemical Usage Tracking
  • Client Management
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Reminders
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Feedback Management
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Management
  • Live Chat
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Location
  • Online Booking
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Room Booking
  • Routing
  • SMS Messaging
  • Scheduling
  • Self Service Portal
  • Service History
  • Surveys & Feedback
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Visual Analytics
  • Website Integration
  • Work Order Creation
  • Work Order Management
  • Total features49
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Audit Trail
  • Automated Scheduling
  • Availability Indicator
  • Billing & Invoicing
  • Booking Management
  • Branch Optimization
  • CRM
  • Calendar Management
  • Calendar Sync
  • Chemical Usage Tracking
  • Client Management
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Reminders
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Feedback Management
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Management
  • Live Chat
  • Maintenance Scheduling
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Language
  • Multi-Location
  • Online Booking
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Room Booking
  • Routing
  • SMS Messaging
  • Scheduling
  • Self Service Portal
  • Service History
  • Surveys & Feedback
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Visual Analytics
  • Website Integration
  • Work Order Creation
  • Work Order Management

Integrations

  • Total integrations4
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations3
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smart Service logo

Smart Service

Workforce management made that easy!

Reviewed 3 years ago

Overall, software is awesome I have wonderful experience and the software helped our company a lot of effective workforce management.

Pros

What I like about the software is that aside from the fact that this is a scheduler, employees are being notified of the schedule/task update real time. Useful to us that is starting to expand our company that majority of our employees are in the field and no time to get back to the office for schedule check. Another awesome feature of this software is that after the schedule or task is complete management is notified back for the job well done.

Cons

In my experience I can't see any problem, probably the interface make it a little bit alive.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service logo

Smart Service

Easy to use

Reviewed 9 years ago

I would recommend this software to other companies

Pros

Smart Service is a great program to use. Easy as 1, 2, 3. Our company has guys out in the field at all times and this program helps us get them from point A to point B. We really enjoy the feature where we can map out our customers on the map and get directions for them. We haven't been able to use the Feet application yet, but we look forward to that as well

Cons

Doesnt always sync quickbooks

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Old backend and buggy

Reviewed a year ago

Tech support was good but the software is old and outdated

Pros

Tech support was good only because we paid for the service and they always had an answer or workaround There are no other redeeming qualities about this software and we gave it a very fair shot

Cons

The software uses Microsoft Access and requires constant massaging to make it work properly. It is absolute non-stop crashes, server reboots etc. The technicians tables never synced properly and there was constantly missing data. Imports and exports to and from QB was a constant headache with missing pricing and information. It was a significant amount of energy to deploy and we worked with it from September 2020 to May 2021 when we moved to another platform that has worked extremely well-utilizing the cloud.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Smart Service logo

Smart Service

Office Software

Reviewed 4 years ago

trying smart service was a smart move on our part, we enjoyed using it and was successful in what we wanted to achieve.

Pros

ease of scheduling, mapping and tracking technicians

Cons

some limitations but not many for this type of software

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service logo

Smart Service

Smart Service Software has made my job much easier.

Reviewed 9 years ago

I would recommend this software to any company that has hectic scheduling demands. It has saved me lots of time. And time means money.

Pros

The SS software has made scheduling very time effective and saved lots of confusion. I like the way I only have to enter my customer information once for both Smart Service and Quickbooks. The installation was quick and easy. The tech support has been very helpful whenever necessary.

Cons

I don't have any issues using the Smart Service Software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smart Service logo

Smart Service

Best business software

Reviewed 6 years ago

After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.

Pros

It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.

Cons

I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service logo

Smart Service

Great field mgmt software for Quickbooks users

Reviewed 4 years ago
Pros

The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

Cons

There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Great customer service. No down time

Reviewed 7 years ago

We have been using the software for about 2 years and love it.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Do not purchase this software!

Reviewed 2 years ago

Money grabbers!

Pros

This software had the functions that I wanted.

Cons

If you need technical assistance after the second or third year, you have to pay for each year previous to be able to even ask a question! I needed a question answered after the third year and they are trying to charge me over $1600 before even knowing what my question is! I have spoken to several other scheduling software companies and they are appalled by this tactic!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Tried smart service, but it did not work out.

Reviewed 6 years ago

I had purchased this software, but it crashed on me right from the start, and smart service could not reinstall it. As we realized, it was not ready for windows 10, They promised to do refund, and they did all they could to not to honor our agreement. They suddenly become nasty and unreachable. We had to go through the credit card dispute to get refund. They managed to keep 2K for their useless mobile application.

Pros

It is probably very good software when it works.

Cons

Training is useless, program was unstable, they did not keep their word regarding refund policies.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service

My experience using Smart Service has been wonderful, costumer service is always listening to real world scenarios and using those to improve the software.

Reviewed 4 years ago
Pros

The features it offers for the field staff are great, it allows for tracking real time and also be able to generate pay role. It is very user friendly.

Cons

i would advice that a manual for this program can help increase the rate at which users understand every feature in the software, so that field users can quickly learn how to use the software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service

Good, reliable and easy to use product

Reviewed 8 years ago
Pros

It is a very user-friendly software, I very much like the interface, location of the buttons, and help menu with the explanatory videos. It is great for Pool businesses.

Cons

In general it's very good software. Sometimes it's a little slow while saving.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smart Service

Additional items

Reviewed 3 years ago

Has been fine, had to find a few go arounds for scheduling. I do wish we could get quicker response times when needed.

Pros

scheduling and the ability for the work order to convert to invoice in Quick books.

Cons

Wish there was training offered for the software that was not a video

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service

They are really great people to work with - that makes the difference for me.

Reviewed 5 years ago
Pros

Great support. Willing to work through any problem. Pricing is excellent. Support is always right there. Software is very intuitive. Piggy back's with our accounting software and technicians in the field extremely well.

Cons

There have been some speed issues that we are fighting to get through. They have been very easy to work with in trying to solve the problem. They have made every effort. However the issue still has not been buttoned down.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Great Product!

Reviewed 7 years ago

While it took us about 45 days to fully integrate the software and maybe 60 days to feel like we were maximizing our investment I would say that this software was a great investment. Any time you make a switch in operating software you have to expect that there will be a ramp up period and should be prepared to utilized redundancies to avoid mistakes. We have had a very positive experience with...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Very Easy to Use

Reviewed 7 years ago

We have had the software since 2009. We have used other packages that were suppose to integrate with Quickbook's. They did, but with multiple steps which included being in single user mode. Smart Service is an instant connection, no matter what mode you are in. Like any software, their could be some upgrades to make our job easier. After going through numerous demonstrations we found Smart Service to be the software for us. Our office personal have no problem in understanding how to use the software. When we have called in for support, our issues have been resolved. On the occasion that the support staff are busy, we get a return phone call within an hour. We have found all of hte support people to be well educated on the software.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Smart Service

Cost effective powerful software

Reviewed 7 years ago

We've been using the software now for 5 years, we had minor customization to the software to fit our needs better by Smart Service techs. Love the mobile app and that was part of the reason for choosing Smart Service. We often give Smart Service our want list for the software updates and they try to full fill the most requested changes. The service desk is very helpful, they can remote into your system to help solve problems.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Smart Service

Good software

Reviewed 6 years ago

Smart Service is a good program. Not much for hiding things from your invoices. We purchased it and when through the data conversion. It was a pain, As everything new. It is a good software but it is based around their mobile tech software which does not work for us because of the attention to detail we require on our invoices. Overall it is a good software, that has its quirks, but all in all it is good.

Pros

All the customization that can be done to the software. Customer support is good as well.

Cons

The customization's needed cost a lot, and need to be done by their people. No actual spell check.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service

Smart Service Review

Reviewed 8 years ago
Pros

They have great tech support and customer service. The software is user-friendly.

Cons

The usability of iFleet could be better streamlined so that updating when in the field would automatically update in the office as well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Smart Service

Smart Service for Pest Control

Reviewed a year ago

It's been a long and arduous process learning to work with the software and customize it to fit our needs.

Pros

The software is very customizable. It has the features we need to apply data to ensure consistent service to our customers.

Cons

Due to the customizable design it requires admins that are highly skilled in software use and development. Not easy to navigate, conflicting layers/windows for data.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smart Service

Fully featured software.

Reviewed 5 years ago
Pros

Connects your field operations with your office. Looks attractive and easy to use. Navigable and loaded with features.

Cons

The software can be a little bit clunky and slow. More automatic integration needed. (primarily email)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Smart Service

Unreliable program

Reviewed 3 years ago

We use it for scheduling field techs for service calls. Great features, but the designers need to work on the reliability of the program.

Pros

This software offers a lot of features. It is extremely easy to use. It is evident that quite a bit of thought went into the design of the software, because the features are useful and informative. Syncs with QBD.

Cons

This software is glitchy on a regular basis. It is unreliable and has difficulty connecting with QBD on a daily basis, at times.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Smart Service

Room for improvement

Reviewed 4 years ago

Its a good basic software for scheduling and data-basing but need many fixes to be up to speed with competitors

Pros

its basic and easy to use. Customer Service is great

Cons

Many glitches, shutdowns, crashes, etc..

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smart Service

Smart Service

Reviewed 3 years ago
Pros

We really don't use the Software to its fullest. It We love the part we use

Cons

We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Smart Service

Smart Service Rocks!

Reviewed 8 years ago
Pros

The software is user-friendly with clear and defined fields, and the address verification is wonderful!

Cons

It is time-consuming at first to learn all the different avenues that it has incorporated.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Coconut Software logo

Coconut Software

TCU loves Coconut Calendar!!

Reviewed 4 years ago

We wanted to allow our members to self serve for appointment booking as well as have a more powerful internal staff facing tool. Coconut's solution has met and exceeded our expectations and they are constantly working to continually improve the software and add new features and functionalities.

Pros

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

Cons

Data capture/reporting could be stronger.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Coconut Software

Not 100% reliable

Reviewed 5 years ago
Pros

I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments

Cons

Sometimes clients don't get their reminder, sometimes the credit card can't be charged for a no-show with Stripe, the program doesn't work with Safari browser/clients complain they can't book online, you only get 1 reminder sent out, now I get an error message when booking if the program is on too long, clients complain they have to keep putting in their cc# for every service they book

Vendor response

Hi Jennifer, Thanks for taking the time to leave a review, we appreciate the feedback, as we are always working to improve the tool. We are happy to hear you like the layout and ease of use, but are sorry to hear about your unfortunate experience with some of the features. I can acknowledge we are currently working on some of the issues you mentioned. Additionally, we will be launching the ability to send out multiple reminders shortly, so please keep an eye out for that. If you would like to discuss further, please give us a call at 1-888-257-1309.