The Settings tab contains configuration options that allows users to change and access additional functions to help you manage your Coconut Application.
It is sectioned by General Settings and Integrations & API, the General Settings contains the settings for Notifications, Client View, Payments, Questions and Lobby Management. While Integrations & API contain the API and Exchange dashboard Settings.
The Notifications Settings are categorized into 4 categories, the Notifications controls how you want your notifications to be sent, this includes setting how you want to send notification reminders, how far in advance you'd like send check-in notification and reminders and the option to send notifications by SMS or Email. Our Notifications Settings article here provides further clarification on how you apply the settings to meet your preferences.
The Client View Settings is categorized into 9 sections and they contain the Client View Status, Layout, General Settings, Booking Policies, Multiple Attendees, Wait List, Client Details, Compliance Information, and Embed Client View.
The Status is where the client View can be enabled or disabled by simple clicking on the toggle.
The Layout is where can change your Layout to either a Modern or Classic Layout. The Modern Layout enables a flexible booking experience for Enterprise businesses, and the Classic Layout is built to support standard booking flows. The view option in each layout allows you to preview the layout format before enabling it on your Client View.
General Settings is where you can control your client's overall experience when booking through the client view. This section primarily contains language preferences, display preferences, service selection limits, and location search settings. Staff Selection preferences can also be enabled or disabled, as well as how appointments are assigned when no preference is specified. Lastly, you can determine how available times are generated by either the service length or time increments.
The Modern layout differs from the Classic layout with regards to the General Settings above as it does not contain the display preferences, several service selection, service categories display, or locations display.
The Wait List, and Pre-Booking Compliance is also unavailable with the Modern layout as future plans to update this with alternative features that would be more applicable.
Booking Policies sets the time frame in which clients can book and manage their appointments. You can set your required cancelation or reschedule notice and set how far in advance a client can book an appointment. The Booking Policies also gives you the option of setting up how much lead time is needed for an appointment giving staff members enough time to prepare for an appointment by preventing clients from booking appointments within the time frame.
Multiple Attendees gives you the option of enabling or disabling the option of allowing multiple attendees to be added to a single appointment.
The Waitlist is also a feature that can be enabled to allow clients to request an appointment time outside of current availability.
You also have the option of setting up mandatory, optional and hidden client detail requirements in the Client Details section, this flexible option allows you to choose the personal details you require from your clients for appointment booking as shown in the screenshot below.
Lastly, the Embed Client View section is where you can copy the code to embed on your website rather than redirecting the user to a new page. Prior to embedding the code we advice you to to ensure the security of your data by including the domains where the client view has been embedded.
Our Payment settings contain payment management capacities to accept payments for your services using a Stripe integration. This feature enables you to enter a price and preferred currency that will be displayed on the Schedule, Client View and Reports. The Stripe payment gateway is the easiest way to accept Credit Card Payments online and gives you the option of capturing your clients Credit Card information by entering in your Live Publishable Key and Live Secret Key which can all be found in your Stripe account.
For further information on the functionality of the credit card capture and why we use the Stripe integration check the Payment settings in your account or alternatively you can directly go to our Payments article.
Setting up your Custom Questions is easy, you can add any additional custom questions you'd like to capture for appointments or, alternatively, the client themselves. Custom questions can be mandated by selecting required or be made optional giving the client the choice to answer the proposed question.
The privatized option can also be selected so that it's not visible to the client, when used in conjunction with the required field it automatically populates the status selection as show below;
Custom questions can be formatted to meet a specific answer format and can be assigned to specific services, the Custom Questions article gives a clear and detailed explanation on how you can navigate through the Questions settings and use it's functionalities to achieve your goal.
The Lobby Management is a paid feature that improves Walk-in Experience & Reduce Service Abandonment. In the Lobby Management Settings, show wait times in the kiosk or show the wait time for locations on the client view, edit your phone callback help or wait time content and load the public list of everyone waiting in the lobby using the Lobby TV web links. More information on Lobby Management can be accessed in our Lobby Management section here.
Integrations & API
The API settings provide API instructions that you can use in your own custom integration with Coconut Calendar, it includes a link to the Developer Documentation and contains the API Key and Secret key that will be generated only once (unless it is overwritten) so that you can authenticate your account.
Microsoft Exchange Settings contain the Exchange Dashboard, User Accounts and Configuration information that you'd use to successfully sync your Coconut calendar to your Exchange calendar and the other way round.
The Exchange Dashboard is used to monitor the current status of events syncing between Coconut and Exchange and it contains information about the sync activity and a filter options that helps filter the appointment by user, status, last synced date and the calendar event date range.
The user accounts tab retrieves the account permission for each user and informs you if the selected user has correct permissions assigned.
The Configuration tab is where you can enable the calendar integration and display the Microsoft Exchange event title. By enabling the Calendar Integration, you're allowing Coconut Software to sync calendars with your Microsoft Exchange server by entering your service account details.