Objective

Integrate Reserve with Google™ and Coconut to enable your customers/members to book an appointment using Google™ Maps.

User Benefit

When Reserve with Google™ is integrated with Coconut, customers/members can book directly with your organization from a search for your business. There’s no need for them to navigate to your site, saving them a step in their scheduling process and increasing the probability of following through on booking with your organization. Customers/members are also able to access pre-meeting questions and language selection, as well as choose to book phone or video meetings through Reserve with Google™.

A customer/member can book an appointment for their desired service directly from the location's Google listing

Steps

To integrate Reserve with Google and Coconut, a Google Business Profile is required. Specific requirements in both your Google Business Profile and Coconut accounts must also be met.

Before you begin

Reserve with Google™ is an add-on feature. Please connect with your Customer Success Manager to enable this functionality for your organization. For more information on what data Google collects and how it is used, please refer to Google’s Privacy & Terms.

Add and claim a Google Business Profile

For more information on adding and claiming your business on Google, please refer to these supporting materials. As part of this process, you will also need to verify your business. It can take up to several weeks for Google to complete the verification process.

NOTE: When adding and claiming your business on Google, the Business Category field must be one of Financial Institution, Federal Credit Union, or Credit Union for the integration with Coconut to be successful.

Hot Tip!

Once set up, customers/members will be able to begin booking appointments through Google. As a best practice, ensure your organization is ready to begin scheduling appointments using Coconut prior to going live with additional Reserve with Google™ functionality.

Check the status of the integration

Admin users can check the status of the integration and confirm whether any troubleshooting is required. To check the status of the integration:

1. From the navigation menu, click Settings

2. Click Client View

3. In the browser’s address bar, replace /client-view with /reserve

4. Press Enter

The status displays. A "You are not eligible" message indicates that additional verification for the setup requirements is required. Please refer to Confirm setup requirements and confirm that the requirements are met for your organization.

Review setup requirements are met if you receive this status message when checking the integration

Confirm setup requirements

Once your Google Business Profile is live, Reserve with Google™ leverages your organization’s Client View settings in Coconut. The following criteria must be met for a successful integration:

General requirements

• Your organization’s locations as per your Google™ Business listing are in Canada and/or the United States

• Your organization's Google™ Business listing must be a financial institution (bank, credit union, etc.)

• Your organization allows customers/members to book appointments online using Coconut (Client View)

Location-related requirements

• Appointments take place at a physical location

• The physical location’s address is provided in Google

• The location’s address in Coconut matches the location’s address in Google™ Business

• The location’s category in Coconut matches the location’s category in Google™ Business

• The Eligible for Reserve with Google checkbox is selected within a Location's settings within Coconut

Service-related requirements

• Services are set up in Coconut and occur at the location identified in Google™ Maps

• Services in Coconut include a description

• the service must be assigned to an active staff at the location

Opt out of Reserve with Google™

If you would no longer like to integrate Reserve with Google™ with Coconut, you can submit an opt-out request here and this feature will be removed.

If you want to prevent only a specific location from syncing with Reserve with Google™:

1. From the navigation menu, click Locations

2. For the desired location, click More Actions (⋮)

3. Click Edit

4. In the preferences section, uncheck the box that says Eligible for Reserve with Google

A note on access and visibility

Admins, managers, staff, and customers/members can schedule appointments using Reserve with Google™.