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Getting Started High-level orientation for new users: key concepts, roles, and first-time setup so admins, managers, and staff can g... Learn More
Everyday Workflows Task-based guides for front-line users: viewing and managing schedules, serving clients, handling walk-ins, and using... Learn More
Location & Queue Management For branch and contact center leaders: configuring lobbies, queues, and branch locator behaviour, and managing in-loc... Learn More
Appointments & Online Booking Everything about how clients book with you: appointment types, booking rules, channels, and the end-to-end client boo... Learn More
Administration & Configuration Admin controls for your Coconut instance: users and roles, locations and hours, services, automation rules, and other... Learn More
Integrations Admin-friendly setup and management of integrations like calendar sync, video providers, CRM, and other external syst... Learn More
Reporting & Analytics How to use Coconut’s built-in reports and analytics to track performance, exports, and key metrics across branches, s... Learn More
Multi-Line of Business Documentation for enterprise customers using multiple lines of business: hierarchy, Cross LOB scheduling, enterprise-... Learn More
Technical & Security For IT and technical teams: network requirements, IPs, SSO and authentication patterns, advanced integration details,... Learn More
Release Notes Release notes and feature spotlights summarizing recent product changes, enhancements, and deprecations, with links t... Learn More