My Profile is where the basic information of the user currently logged in can be updated.
Managing Your Profile
All staff members can access and edit their own Profile.
Only Administrators and Managers have the ability to mark themselves as Private in My Profile, however, they have the option to mark any staff member as Private through the Staff tab. Being marked as private means that this staff member will not show up as available in the Client View to book appointments with, they can only be booked internally through the Schedule View.
From your Dashboard, select the Profile Icon (1) and access Edit Profile (2) to edit your personal preferences, as well as to set up and manage your email sync options.
Edit your Contact Information including first name, last name, email address, and cell phone number, as well as add a BCC Email if you’d like to have email notifications sent to an additional address. For multiple BCC Emails, separate the email addresses by a comma.
Update your Username, which is used to log into the platform. Passwords can be updated in the 'Change Password' tab near the top of the page. Passwords must be a minimum of 10 characters.
If available, select your user's Language for within the platform.
[New]: Staff members can also select their Supported Languages which will display on the Online Booking view and will allow clients to select the best advisor based off of their needs. In order to enable the French or Spanish language option, you'll need to contact Coconut Support to activate this feature for your account.
Edit the Daily Limit of appointments that you can take in one day. Once this daily limit is reached, clients will no longer see available appointment slots on that day.
You can view your Visibility settings in this screen as well. Public, Private or Invite-Only options would be listed in the dropdown. This controls whether you are accessible through the Online Booking view, Contact Center or through a booking link.
Your Role is listed here, although you cannot edit it, this is managed by your company Administrators.
Select your preferred Time Zone, in which your schedule will be displayed.
You can send your clients specific instructions in their email notifications by adding text in the Meeting Information field.
If your company uses Google Calendar or Outlook.com, individual users will be able to sync to their calendar through the Sync tab. If your company uses Outlook365 or Outlook for Enterprise, please have an account administrator contact your Coconut Software Customer Success Manager to inquire about integrating.
The Notifications tab allows you to manage your Desktop notifications in the platform. You can choose to receive a pop-up notification when a client has checked-in or a new person is waiting in the lobby, if these options are enabled for your platform.