# Coconut Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Coconut Software - reviews, pricing plans, popular comparisons to other Customer Engagement products and more. Source: https://www.capterra.com/p/140810/Coconut-Calendar --- # Coconut Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Coconut Software ## What is Coconut Software? At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. ## What is Coconut Software used for? [Appointment Scheduling](https://www.capterra.com/appointment-scheduling-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/) Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Coconut Software alternatives Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (666)](https://www.capterra.com/p/141842/Weave/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/140810/Coconut-Calendar/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Group Scheduling 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Automatically find mutually available meeting time slots across multiple calendars Online Booking 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Book meetings and appointments through a website or digital platform Confirmations/Reminders 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Automated reminders and confirmations for booked appointments and events via text or email Automated Scheduling 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Automatically create schedules based on business needs or employee availability and qualifications Customizable Branding 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Coconut Software 38 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling A record of all activities within the system, including user access, changes made, etc. Automatically create schedules based on business needs or employee availability and qualifications Track and manage schedules and meetings via an integrated calendar Manage contact details and communication with clients Manage and track all internal and external communication conducted via calls, email, text, or chat Automated reminders and confirmations for booked appointments and events via text or email Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Tracks metrics that provide insight into how a user interacts with any interface or product Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Automatically find mutually available meeting time slots across multiple calendars Ability to chat online in real time Manage and support multiple languages Manage and support multiple locations Book meetings and appointments through a website or digital platform Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Analyze and gain insights into data in real-time Active reporting of data and metrics Schedule repeating appointments based on a duration of time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Send messages via SMS Gauge satisfaction and receive information for improvement and success Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Seamlessly integrates with 3rd party websites Get Advice We can help you find the software with the features you need. Features 4.3 (18) 4.3 Based on 18 reviews ## Pricing Value for money 4.5 (13) ### Starting price Free trial not available Value for money 4.5 (13) 4.5 Based on 13 reviews ## Integrations [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (15) 4.8 Based on 15 reviews ## User reviews Overall rating 4.6 Based on 18 reviews Filter by rating 5(12) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent JK Jay K. MLO Banking ### "MLO client access" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 17, 2023 Pros 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. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 23, 2023 Great feedback. We're glad to hear you're enjoying the client self-serve and feel you're capturing more opportunities. Your suggestion for the Outlook integration has also been shared with the Product team to review. MM mary m. tax preparer Financial Services ### "coconut calendar" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 20, 2021 Pros 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. Cons no way for an online booker to know if there is an appt already made for the time they need. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 22, 2021 Thanks for your feedback. We're happy to hear you find the solution easy to use, our product team has been working hard to continue improving our user experience. LA Lindsay A. Branch Manager Banking ### "Coconut user and administrator" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 27, 2021 Pros 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'. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 14, 2021 We appreciate your feedback. Happy to hear you're finding the text messages helpful. Your idea on displaying employees in work role, as opposed to alphabetical has been passed along to our product team. JF Jashmin F. Financial Services Manager Banking ### "User Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2021 Everyone can be serviced in order. Pros Easy to navigate. Having the ability to schedule a week ahead. Notification text to customer. Cons Timeout feature. Don't like it when the computer times out in the middle of the day. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2021 Thanks for taking the time to leave a review, we appreciate the feedback. CS Candy S. Member Experience Manager Banking ### "Coconut Software Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2021 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. Pros 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. Cons I don't have anything to comment or critique. The software has worked well for us. Reasons for choosing Coconut Software Time to launch, service received, and certain options being included in our contract that would have been separate line items with other vendors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2021 Thanks for the great feedback, we're happy to hear you've been enjoying the solution. KB Kristina B. Director Education Management ### "Good scheduling tool for meetings " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 26, 2021 I use this software to schedule virtual and in-person meetings with clients, works well overall. Pros 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. Cons 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 28, 2021 It's great to hear you have been enjoying the flexibility and customizations of the product, along with analytics. We are constantly looking to improve the experience of our users so your feedback on the interface and additional products is appreciated. RB Roger B. temp contract worker Consumer Services ### "great software/app & at least 2 good opportunities to corner" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 3, 2021 Pros Reminders/notifications. dragging/dropping appointments to a new time, ability to add Email Note(s) the client can see. Cons 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?? :) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 5, 2021 Hi Roger, thanks for the review and feedback. You've brought up some valid points and we will make sure to forward those to the product team. CB Carolyn B. Insurance representative International Affairs ### "Coconut review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 20, 2021 Easy to use. Pros Helps to organize my day and my clients day. Cons Has helped during Covid and when we were closed to the public. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 25, 2021 Thank you for taking the time to leave a review. It's great hearing that Coconut is helping you better manage your day, especially during these uncertain times due to covid. DK Darryl K. Solutions Delivery Manager Banking ### "Meets all of our organizational needs" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 29, 2020 Pros 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. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jeff H. Chief Operating Officer Financial Services ### "Excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 29, 2020 Coconut will form a part of our member journey going forward. Pros 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 Cons The only thing that comes to mind was that it took some time to get integrated with our banking system provider. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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