Coconut Software Erfahrungen

Excellent

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

Vorteile:

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

Nachteile:

The only thing that comes to mind was that it took some time to get integrated with our banking system provider.

The scheduling tool that we we were looking for!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Not 100% reliable

Vorteile:

I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments

Nachteile:

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

Able to fit my needs even though its was designed for something else

Kommentare: Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.

Vorteile:

That it was intuitive to use and mobile and PC friendly.

Nachteile:

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.

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

Vorteile:

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

Nachteile:

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?? :)

Booking appointments made easy!

Kommentare: The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself!

Vorteile:

The software itself really helps our organization track & schedule walk in appointments, book appointments over the phone within a couple of minutes, and easily remind our customers of an upcoming appointment.

Nachteile:

The schedule view can become a little cluttered with all of the appointments going on with our various technicians. We wish that there was some additional customizability when viewing the staff schedules to reduce any overlap or confusion for employees.

Great tool for clients to book appointments with us

Kommentare: We really enjoy using the software! It's awesome that you check in with us every now and then. It's really appreciated and the stats that you pull for us are also insightful. Being able to report on our data is awesome!

Vorteile:

Things have been going really well, our clients can now book appointments easily online. Before we had Coconut Software it was a manual process which costed us time.

Nachteile:

There was initially some push back to using the software as there was a slight learning curve for our staff. It would be great to have some additional features built to better organize our calendars within Coconut Software.

Coconut user and administrator

Vorteile:

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'.

Nachteile:

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.

coconut calendar

Vorteile:

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.

Nachteile:

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

Exactly what we needed!

Kommentare: The software has improved our booking efficiency.

Vorteile:

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

Nachteile:

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.

TCU loves Coconut Calendar!!

Kommentare: We wanted to allow our members to self serve for appointment booking as well as have a more powerful internal staff facing tool. Coconut's solution has met and exceeded our expectations and they are constantly working to continually improve the software and add new features and functionalities.

Vorteile:

Automated client notifications and flexibility to customize those notifications per service type.

Nachteile:

Data capture/reporting could be stronger.

Simple to Use

Vorteile:

Coconut Software is simple to use and customizable for specific needs of the company.

Nachteile:

Our software is completely customized to our needs, and therefore I'm unable to comment as we do not have issues with the system as it stands.

Coconut Software Review

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Meets all of our organizational needs

Vorteile:

Ease of use and short learning curve for end users. Open to suggestions on new functionality and have been very responsive to our organizations needs. Customer support is quick to respond and resolve cases.

Nachteile:

Sync reliability has caused booking issues with staff and would like to see updates to the reporting functions, for example ability to export reports from the insights page and administrator specific reporting for system changes.

Good scheduling tool for meetings

Kommentare: I use this software to schedule virtual and in-person meetings with clients, works well overall.

Vorteile:

It is pretty easy to get setup on their website and get started. It has great analytics to keep track of your meetings and track clients through meeting dates. It also has a lot of custom function tools to optimize meeting bookings for a variety of formats.

Nachteile:

The interface could have a better more modern design, it has become a little better recently but some pages are not fully updated. They are also launching new products on the platform but usually require additional fees to access.

Coconut review

Kommentare: Easy to use.

Vorteile:

Helps to organize my day and my clients day.

Nachteile:

Has helped during Covid and when we were closed to the public.

MLO client access

Vorteile:

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.

Nachteile:

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.

User Friendly

Kommentare: Everyone can be serviced in order.

Vorteile:

Easy to navigate. Having the ability to schedule a week ahead. Notification text to customer.

Nachteile:

Timeout feature. Don't like it when the computer times out in the middle of the day.