Coconut Software

RATING:

4.6

(18)

About Coconut Software

At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. Coconut Software helps these FIs (and more) attract new customers, improve experience, sell more products, and improve customer loyalty.
Bring your clients’ digital and walk-in appointment data together for a fuller picture of their journey with Coconut’s flexible reporting tools. Uncover new insights by seeing which locations, staff, services, and channels are the most popular.

Coconut Software Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Coconut Software

1 - 5 of 18 Reviews

User Profile

Jeff

Verified reviewer

Financial Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Kelly

Health, Wellness and Fitness, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Jennifer

Consumer Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed 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

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.

Replied July 2017

Russell

Food Production, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Reason for choosing Coconut Software

Easier to use and a Canadian company.

Roger

Consumer Services, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed March 2021

great software/app & at least 2 good opportunities to corner

PROS

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

CONS

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 larger text. I'm still trying to train my eyes to see it immediately. I have 20/20 by the way. * Merge the Dashboard and Lobby areas. I am not totally clear as to why they are 2 separate areas. Would love to be able to add Walk-ins from the "Dashboard" since the vocabular word 'dashboard' seems to suggest i can at least do quick simplified versions of everything there? At least that's my opinion. * oher than those things and keyboard accessibility it seems to be excellent!! Thank you! Have been using it for a little over 4 weeks now 5 days a week! *** Please think about the above things for your suggestion box my CoconutCalendar peeps, pretty please?? :)

Vendor Response

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.

Replied March 2021