About Coconut Software

Coconut is a cloud-based appointment scheduling solution designed for enterprise financial services organizations such as credit unions, retail banks and more. Key features include online bookings, recurring appointments, group scheduling, two-way calendar sync and room booking.

The single sign-on functionality allows users to manage staff logins from a centralized dashboard. Users can incorporate multiple brands and locations in the solution and customize the branding of the booking tool and email notifications. The solution also allows administrators to assign roles to users with different access based on job roles.

Additionally, Coconut features a staff performance reporting engine and also enables users to send candid...


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Supported Operating System(s):

Web browser (OS agnostic), Windows 10

16 Reviews of Coconut Software

Average User Ratings

Overall

4.5 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(10)

10

4 stars

(4)

4

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 16 results

January 2020

User Profile Picture

Jeff from Weyburn Credit Union

Verified Reviewer

Company Size: 51-200 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2020

Excellent

Coconut will form a part of our member journey going forward.

Pros

Look and presentation. Standardization of how we interact with our membership Online booking options for our membership Ease of implementation and working with the Coconut team

Cons

The only thing that comes to mind was that it took some time to get integrated with our banking system provider.

December 2018

Kelly from University of Regina - Online Therapy Unit

Company Size: 1,001-5,000 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

The scheduling tool that we we were looking for!

It's been a wonderful experience so far as Coconut Software have been responsive to our team! We have some product features that could be of benefit to our team and some software improvements that could improve our overall experience.

Pros

Our needs are being met with the tool and we're very pleased with this. Our staff members have provided positive feedback and we're looking forward to adding more staff to the software! We also have a few product requests that we have shared with the customer success team and they have been there to listen and share some of the product road map with us at the same time.

Cons

Sometimes when there are updates being pushed, it can cause a temporary glitch however, the support team is always there to help. Regarding the product requests, we feel that these could benefit our team going forward.

July 2017

Jennifer from Anne Bonny's Waxing Studio+

Company Size: 2-10 employees

Industry: Consumer Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

July 2017

Not 100% reliable

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

Response from Coconut Calendar

Replied July 2017

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.

August 2021

Lindsay from Interior Savings

Company Size: 201-500 employees

Industry: Banking

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

August 2021

Coconut user and administrator

Pros

I like that I can move employee tasks around, and I can restrict thing I don't want them booked for. I also love that we get the reminder text options to our members. This sends them a text 1 hour prior to their appt so that we have a lower rate of 'no shows'.

Cons

I would like to be able to have my employees display in work role, as opposed to alphabetical. For example, all my Account managers show first and then all my tellers show last.

Response from Coconut Software

Replied September 2021

We appreciate your feedback. Happy to hear you're finding the text messages helpful. Your idea on displaying employees in work role, as opposed to alphabetical has been passed along to our product team.

January 2020

Russell from P&H Milling

Company Size: 201-500 employees

Industry: Food Production

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

Able to fit my needs even though its was designed for something else

Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.

Pros

That it was intuitive to use and mobile and PC friendly.

Cons

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. But it's easy to adjust if there are some overlaps.

Reasons for Choosing Coconut Software

Easier to use and a Canadian company.