Coconut Software 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Coconut Software

4.6

(18)

Pricing

Pricing available upon request

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.

Coconut Software Screenshots

Coconut Software Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

The Right Plan for Any Financial Institution

Pricing available upon request

No plan information available

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Coconut Software Features

Popular features found in Appointment Scheduling
Appointment Management
Automated Scheduling
Calendar Management
Client Database
Group Scheduling
Mobile Access
Online Payments
Recurring Appointments
Reporting & Statistics
More features of Coconut Software
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
API
Audit Trail
Branch Optimization
Client Management
Communication Management
Confirmations/Reminders
Contact Management
Customer Database
Customer Engagement
Customer History
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Engagement Tracking
Feedback Management
Live Chat
Multi-Language
Multi-Location
Online Booking
Purchasing & Receiving
Real-Time Analytics
Real-Time Reporting
Reporting/Analytics
Role-Based Permissions
SMS Messaging
Surveys & Feedback
Third-Party Integrations
Visual Analytics
Website Integration

Coconut Software Integrations

Twilio

Microsoft Outlook

Google Calendar

Zoom Workplace

Microsoft Teams

Coconut Software User Reviews

Overall Rating

4.6

Ratings Breakdown

67%

22%

11%

Secondary Ratings

Ease of Use

4.7

Value for money

4.5

Customer support

4.8

Functionality

4.3

Jeff H.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2020

Excellent

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

mary m.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

coconut calendar

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Vendor Response

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.

Replied December 2021

Jennifer C.

Consumer Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed July 2017

Not 100% reliable

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Lindsay A.

Verified reviewer

Banking

201-500 employees

Used daily for less than 2 years

Review source

Reviewed August 2021

Coconut user and administrator

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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.

Replied September 2021

Verified

Reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2018

Exactly what we needed!

The software has improved our booking efficiency.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was exactly what we needed to remind customers of their appointment and to allow them to book online.

Cons:

No real issues. If anything, if we could be able to have more view options (i.e. weekly view without Saturday and Sunday) that would be great.

Vendor Response

Hi there. Thank you very much for your feedback. We¿re glad to hear that we were able to help you improve booking efficiency and keep customers up to date with appointment reminders. We will make sure to share your feedback with our product team. We¿re always looking for new ways to improve our customer experience. Thank you for the review.

Replied September 2018

Roger B.

Verified reviewer

Consumer Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed March 2021

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

Ratings Breakdown

Ease of use

Functionality

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

Jay K.

Verified reviewer

Banking

201-500 employees

Used weekly for less than 6 months

Review source

Reviewed March 2023

MLO client access

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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.

Cons:

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.

Vendor Response

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.

Replied March 2023

Kelly A.

Health, Wellness and Fitness

1001-5000 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Russell L.

Verified reviewer

Food Production

201-500 employees

Used daily for less than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Candy S.

Verified reviewer

Banking

201-500 employees

Used daily for less than 6 months

Review source

Reviewed July 2021

Coconut Software Review

Overall, very pleased with our partnership with Coconut. The software was a great addition and the entire team for sourcing, implementation and our Rep post launch have been great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The implementation of this software was easy. Coconut has the process down to a science and we had no issues or defects. In addition, the software easily integrated for Calendar Sync. Has improved our overall appointment to walk in ratio with members.

Cons:

I don't have anything to comment or critique. The software has worked well for us.

Reasons for choosing Coconut Software

Time to launch, service received, and certain options being included in our contract that would have been separate line items with other vendors.

Reasons for switching to Coconut Software

Functionality and online appointment setting

Vendor Response

Thanks for the great feedback, we're happy to hear you've been enjoying the solution.

Replied August 2021

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