Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
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.
Provider
Coconut Software
Located In
Canada
Foundation
2007
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Webinars, Videos, Live Online, Documentation
Support
FAQs/Forum, Email/Help Desk, Chat, Phone Support, Knowledge Base
Coconut is used by leading financial institutions across North America, including RBC, Arvest Bank and Rogue Credit Union to help increase loan pull through rates, reduce handle time and boost NPS.
Content Source: Coconut Software
Based on other buyer's searches, these are the products that could be a good fit for you.
A product’s price can vary greatly based on features needed, support or training required, and customization requests. Some vendors want a chance to talk to you before being ruled out for pricing. When you find a product that fits your needs, you should talk to the vendor to figure out what they can offer.
Coconut Software Reviews
Pros
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.
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.
I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments.
Cons
No way for an online booker to know if there is an appt already made for the time they need.
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.
"Excellent"
Overall: 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.
"MLO client access"
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
"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
"coconut calendar"
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
"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.
Vendor Response
