Coconut Software

Coconut Software

3 / 5 1 review

Who Uses This Software?

Coconut Software is appointment scheduling built for enterprise financial services organizations including credit unions and retail banks. Clients include Jackson Hewitt, H&R Block and TCU Financial.

Average Ratings

1 Review
  • 3 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Minimum 10 users
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Coconut Software
  • Founded 2007
  • Canada

About Coconut Software

Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync.

Coconut Software Features

  • Appointment Reminders
  • Automated Scheduling
  • Calendar Sync
  • Client Database
  • Group Scheduling
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Online Payments
  • Recurring Appointments
  • Room booking management
  • Appointment Scheduling
  • Automated Scheduling
  • Calendar Management
  • Class Scheduling
  • Employee Scheduling
  • Facility Scheduling
  • Group Scheduling
  • Meeting Room Booking
  • Multi-Location
  • Online Scheduling
  • Payment Processing
  • Reservations
  • Resource Scheduling

Coconut Software Reviews

Not 100% reliable

Jul 10, 2017
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not

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

by Coconut Software on July 10, 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.