Coconut Software Reviews

Pros

One of the biggest benefits is that clients can book their own appointments during the times I have available. If I happen to miss a call, they still have a way to reach me which gives me another chance to help with what they need. It's also really helpful that other coworkers can schedule appointments for clients without needing me involved so we're able to capture more opportunities as a team.

Cons

Something that could be better is how days off sync with Outlook. When I mark time off there using the "all day" box, it doesn't actually block that time in the Coconut calendar so I end up having to enter it in both places.

Pros

Scheduling appointments is very simple and it's just as simple to move an appointment when needed. Having the relevant client information tied directly to each appointment is also a big plus.

Cons

One thing that's missing is a way for someone booking online to tell whether an appointment has already been scheduled for the time they want.

Pros

Being able to rearrange employee tasks is really helpful and I can also block off services I don't want certain employees booked for. The reminder text feature has been a big plus too. Our members get a text an hour before their appointment and that has definitely helped cut down on no-shows.

Cons

What I'd still like to see is the option to display employees by work role instead of only alphabetically. For example, it would be much better if all of my account managers appeared first and all of my tellers were listed afterward.

Pros

Getting around the system is simple and being able to schedule appointments a week in advance is really helpful. The text notifications sent to customers are also a nice feature.

Cons

The timeout feature is frustrating. I don't like when the computer logs out or times out in the middle of the day.

Pros

So to get this software up and running was simple. Coconut really has the implementation process dialed in and everything went in without issues or defects. Also, the Calendar Sync integration connected without trouble. It has also helped improve our overall appointment-to-walk-in ratio with members.

Cons

I honestly do not have any complaints or criticism to share. The software has worked very well for us.

Pros

It's pretty simple to get started with it the first time and the setup doesn't take much time. The analytics are very useful for monitoring meetings and keeping up with clients based on their meeting dates. There are also plenty of customization tools available which helps a lot when setting up bookings for different meeting formats.

Cons

Interface could still use a more modern look. It has improved a bit lately but some pages still feel like they haven't been fully updated. They've also been adding new products to the platform though access to those usually comes with extra fees.

Pros

Does a really good job of keeping both my day and my clients' schedules organized.

Cons

It was especially helpful during Covid and while we were closed to the public.

Pros

Getting people up and running doesn't take long and the system is simple for end users to learn. They've also been very open to feedback on new features and have responded well to our organization's needs. Also, customer support is quick to reply and does a good job resolving cases.

Cons

One issue has been sync reliability which has led to booking problems for staff. I'd also like to see improvements to the reporting features, such as being able to export reports directly from the insights page and having administrator-specific reporting for tracking system changes.

Pros

Since switching to Coconut Software, things have been running really well. Our clients are now able to book appointments online without any hassle and that has saved us a lot of time compared with the manual process we were using before.

Cons

There was a bit of resistance to adopting the software at the beginning because our staff had a slight learning curve. It would also be helpful if Coconut Software added a few more features to better organize our calendars.

Pros

It is meeting our needs really well and we've been very happy with it. Our staff has shared positive feedback and we're excited to bring even more team members onto the platform. We've also submitted a few product suggestions to the customer success team and they've been receptive, listening closely while also giving us some insight into the product roadmap.

Cons

At times, when updates are rolled out, there can be a brief glitch but the support team is always available to assist. As for the product requests we've shared, we believe those additions would be valuable for our team in the future.

Pros

This software has been a big help for our organization when it comes to managing and scheduling walk-in appointments, booking visits over the phone in just a few minutes and sending customers simple reminders about upcoming appointments.

Cons

Calendar view can get a bit crowded with so many appointments happening across different technicians. We'd really like a little more flexibility in how staff schedules are displayed so there's less overlap and less confusion for employees.

Pros

Coconut Software is simple to use and can be designed to match the specific needs of our company.

Cons

Our setup has been fully customized for what we need so I really can't point to any issues with the system as it currently works for us.

Pros

This was exactly what we needed to remind customers about their appointments and give them a way to book online.

Cons

There haven't been any real problems. If anything, it would be nice to have a few more viewing options, like a weekly calendar view without Saturday and Sunday.

Pros

Automated client notifications are a big plus and I really appreciate being able to customize those messages based on the type of service.

Cons

Data capture and reporting features could definitely be more efficient.

Pros

Schedule layout is well organized and the system is simple to use for both our team and our clients. The pricing feels fair and being able to keep credit cards on file for appointments is definitely helpful.

Cons

There are a few recurring issues that make it frustrating. Some clients never receive their reminders and sometimes Stripe will not process the credit card for a no-show. It also does not work with Safari so clients complain that they cannot book online through that browser. Only one reminder gets sent which feels limiting. Also, I now get an error message when making bookings if the program has been open too long and clients are annoyed that they have to re-enter their credit card number every time they book a service.