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Coconut Software REVIEW

Appointment Scheduling Software

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What is Coconut Software?

Coconut Software is an enterprise appointment scheduling solution designed to simplify and speed up the way enterprise companies create appointments with existing and potential clients while providing them with an enhanced overall experience.

With Coconut Software, scheduling appointment is faster and better as the platform makes the whole process easy for both companies and customers. The appointment scheduling journey is no longer slow as users are able to see customers’ request for appointment in real time and immediately set the perfect time and date.

Coconut Software can be integrated with internal systems seamlessly, ensuring that all schedule information is synced across the entire organization. Speaking of information, all customer data are secured and safe. Coconut Software complies with strict security standards and works with Amazon Web Services for the ultimate customer information protection.

Overview of Coconut Software Benefits

Built For Financial Institutions

Coconut Software is designed to cater primarily to enterprise-level financial establishments. It is integrated with a specific set of appointment tools and capabilities that meet the needs and specifications of financial institutions such as banks, credit unions, savings and loans associations, and brokerage firms among others.

That means the software implements strict security measures and adheres to very high standards to ensure client information is safe and secure. Coconut Software provides you with a number of appointment scheduling solutions that meet your needs and requirements, giving you all the tools you need to create and manage all your appointments and schedules and deliver a smooth and seamless experience for your clients.

Clients Set Appointments At Their Convenience

Coconut Software has a client-facing interface through which they can book their appointments and pick the location or branch that is nearest to them, specify the service they need, and even pick the financial advisor or staff they want to interact or engage. The software lets customers create their own email and SMS reminder templates and configure the settings that automatically trigger notifications via email or text leading up to the scheduled date. This functionality helps both you and your clients to prepare for their appointment to and decreases of no-shows.

Overview of Coconut Software Features

  • Single Sign On
  • Cloud-Based Hosting
  • White Label
  • Multi Brand and Locations
  • 2-Way Calendar Sync
  • Role-Based Access Control
  • Metrics and Performance Reporting
  • Multiple Text and Email Reminders
  • SLA and Support

What Problems Will Coconut Software Solve?

When a customer calls into a call center to book an appointment, it is up to the call center rep to find the closest location to the customer, see if that location offers the service they are looking for, see if that location has an advisor qualified to provide that service and then see when that advisor is available. That is a lot of manual work to book a meeting.

Coconut Software houses all of this information and takes the rep through the individual step, automatically pulling the closest location based on customer address, showing the services offered at the branch, advisor qualifications and availability. All this turns a five minute booking process with lots of room for error into a less than 1 minute process that ensures the right appointment is booked at the right time.

A customer works a regular 9 – 5 job and has no time to book an appointment in-branch or over the phone. When they come home, they are able to fill out a contact us form but will likely only hear back during business hours. This makes it easy to miss the connection or forget about booking the appointment at all.

With Coconut’s online self service option, customers are able to go online, find the location they’d like to book an appointment at, select the service they would like and find an available, qualified advisor with an opening in their schedule that suits the time they are looking for. Once they book the meeting, the time is booked off in the advisors personal work calendar so that they are prepared ahead of time and don’t book anything else. Confirmation and reminder emails are sent to both the customer and advisor so the appointment stays top of mind.

Awards & Quality Certificates


Coconut Software Position In Our Categories

Position of Coconut Software in our main categories:


Coconut Software is one of the top 100 Appointment Scheduling Softwareproducts


Coconut Software is one of the 100
Appointment Scheduling Software products

If you are interested in Coconut Software it might also be a good idea to check out other subcategories of Best Appointment Scheduling Software listed in our base of SaaS software reviews.

Organizations have diverse needs and requirements and no software application can be perfect in such a situation. It is useless to try to find a perfect out-of-the-box software app that meets all your business requirements. The intelligent thing to do would be to modify the application for your specific requirements, employee skill levels, finances, and other factors. For these reasons, do not hasten and invest in well-publicized leading solutions. Though these may be widely used, they may not be the perfect fit for your particular needs. Do your research, look into each short-listed system in detail, read a few Coconut Software reviews, call the seller for clarifications, and finally settle for the application that provides what you want.

How Much Does Coconut Software Cost?

Coconut Software Pricing Plans:
Free trial
Quote-based plan
Contact Vendor

Contact Coconut Software for information on their basic and enterprise pricing options.

User Satisfaction

We realize that when you make a decision to buy Appointment Scheduling Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Coconut Software reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Coconut Software. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Android
  • iPhone/iPad
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Coconut Software pricing details?

Coconut Software Pricing Plans:
Free trial
Quote-based plan
Contact Vendor

Contact Coconut Software for information on their basic and enterprise pricing options.

What integrations are available for Coconut Software?

Coconut Software integrates with the following business systems and applications:

  • G Suite
  • Outlook 365
  • MS Exchange
  • Salesforce

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