---
description: Learn more about Coconut Software. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Coconut Software Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Appointment Scheduling Software](/directory/316/appointments-scheduling/software) > [Coconut Software](/software/112667/coconut-calendar)

# Coconut Software

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> 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.
> 
> Verdict: Rated **4.6/5** by 18 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Coconut Software

Reduce friction across the journey by guiding members and customers to great advice, fast. &#10;&#10;Put members and customers at the helm of their own experience by giving them flexible ways to connect with their advisor - phone, video, in-person.&#10;&#10;Deliver a seamless experience across channels to ensure customers never have to repeat their story. &#10;&#10;Give staff a clear view of who is in their queue to connect across every channel they serve. &#10;&#10;Everything your advisors need to deliver personalized service in one central workspace (customer history, their reason for meeting, documents in one central workspace).&#10;&#10;Help to identify cross-sell and upsell opportunities so  advisors can increase products per household. &#10;&#10;Predict how many advisors you’ll need across channels based on historical activity. &#10;&#10;Understand where advisors spend their time, so you can see who is over or under utilized before adding staff.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 18 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.8/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Coconut Software
- **Location**: Toronto, Canada
- **Founded**: 2007

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Visit www.coconutsoftware.com/coconut-pricing/ for more details.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English, French, Spanish
- **Available Countries**: Canada, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Appointment Management
- Audit Trail
- Automated Scheduling
- Branch Optimization
- Calendar Management
- Client Management
- Communication Management
- Confirmations/Reminders
- Contact Management
- Customer Database
- Customer Engagement
- Customer History
- Customisable Branding
- Customizable Reports
- Customizable Templates
- Data Import/Export

## Integrations (7 total)

- Constellation
- Google Calendar
- Microsoft Outlook
- Microsoft Teams
- Posh AI
- Twilio
- Zoom Workplace

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Appointment Scheduling Software](https://www.getapp.com.au/directory/316/appointments-scheduling/software)

## Related Categories

- [Appointment Scheduling Software](https://www.getapp.com.au/directory/316/appointments-scheduling/software)
- [Financial Services Software](https://www.getapp.com.au/directory/1075/financial-services/software)
- [Customer Engagement Software](https://www.getapp.com.au/directory/650/customer-engagement/software)

## Alternatives

1. [Calendly](https://www.getapp.com.au/software/102609/calendly) — 4.7/5 (4084 reviews)
2. [Google Calendar](https://www.getapp.com.au/software/91461/google-calendar) — 4.8/5 (4021 reviews)
3. [Jobber](https://www.getapp.com.au/software/90723/jobber) — 4.6/5 (1420 reviews)
4. [Goldie](https://www.getapp.com.au/software/2061688/goldie) — 4.8/5 (1129 reviews)
5. [Doctoralia for Specialists](https://www.getapp.com.au/software/2058133/doctoralia-pro) — 4.7/5 (409 reviews)

## Reviews

### "Excellent" — 5.0/5

> **Jeff** | *29 January 2020* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Look and presentation.&#10;Standardization of how we interact with our membership&#10;Online booking options for our membership&#10;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.
> 
> Coconut will form a part of our member journey going forward.

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### "coconut calendar" — 5.0/5

> **mary** | *20 December 2021* | Financial Services | Recommendation rating: 8.0/10
> 
> **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.

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### "Not 100% reliable" — 3.0/5

> **Jennifer** | *10 July 2017* | Consumer Services | Recommendation rating: 5.0/10
> 
> **Pros**: I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments
> 
> **Cons**: 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

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### "Coconut user and administrator" — 4.0/5

> **Lindsay** | *27 August 2021* | Banking | Recommendation rating: 8.0/10
> 
> **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.

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### "Exactly what we needed\!" — 5.0/5

> **Verified Reviewer** | *11 September 2018* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **Pros**: It was exactly what we needed to remind customers of their appointment and to allow them to book online.
> 
> **Cons**: 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.
> 
> The software has improved our booking efficiency.

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## Links

- [View on GetApp](https://www.getapp.com.au/software/112667/coconut-calendar)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/112667/coconut-calendar> |
| de-AT | <https://www.getapp.at/software/112667/coconut-calendar> |
| en | <https://www.getapp.com/customer-management-software/a/coconut-calendar/> |
| en-AE | <https://www.getapp.ae/software/112667/coconut-calendar> |
| en-AU | <https://www.getapp.com.au/software/112667/coconut-calendar> |
| en-CA | <https://www.getapp.ca/software/112667/coconut-calendar> |
| en-GB | <https://www.getapp.co.uk/software/112667/coconut-calendar> |
| en-IE | <https://www.getapp.ie/software/112667/coconut-calendar> |
| en-NZ | <https://www.getapp.co.nz/software/112667/coconut-calendar> |
| en-SG | <https://www.getapp.sg/software/112667/coconut-calendar> |
| en-ZA | <https://www.getapp.za.com/software/112667/coconut-calendar> |
| es | <https://www.getapp.es/software/112667/coconut-calendar> |
| es-CL | <https://www.getapp.cl/software/112667/coconut-calendar> |
| es-CO | <https://www.getapp.com.co/software/112667/coconut-calendar> |
| es-MX | <https://www.getapp.com.mx/software/112667/coconut-calendar> |
| fr | <https://www.getapp.fr/software/112667/coconut-calendar> |
| fr-BE | <https://fr.getapp.be/software/112667/coconut-calendar> |
| fr-CA | <https://fr.getapp.ca/software/112667/coconut-calendar> |
| nl | <https://www.getapp.nl/software/112667/coconut-calendar> |
| nl-BE | <https://www.getapp.be/software/112667/coconut-calendar> |

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