In this article
Objective
Use the Coconut Add-In for Microsoft® Outlook to be able to perform many everyday tasks in Coconut from Outlook, signing into both applications using a single set of credentials.
NOTE: Microsoft Outlook Add-In is an optional add-on. Please connect with your Customer Success Manager to get started.
User Benefit
The Coconut Add-In for Outlook streamlines booking and managing appointments by enabling users to create, edit, and complete appointments in Coconut directly from Outlook, if desired. Actions completed using the add-in are included within Coconut reporting, ensuring data consistency and completeness.
Available actions
From the add-in, users can:
Login to the add-in (within Outlook) using their SSO credentials
Book a new appointment for themselves with a client from within Outlook
Create a new client and search for an existing client
Start, stop, and finish their appointments within Outlook
Review key details for their upcoming appointments
Answer and edit questions related to their appointment before, during, and after the appointment
Update the status of their appointments
Before you begin
Please review the following details to ensure readiness before beginning setup.
Supported Versions
A combination of factors determines whether the add-in is compatible with your organization’s usage of Outlook, including:
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Whether your organization is using a cloud or on-prem installation of Outlook
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NOTE: Coconut does not support desktop or on-prem versions of Outlook
Your organization can use add-in with unsupported versions of Outlook, but Coconut will not provide support for issues
Due to limitations related to on-prem installations, features such as the start/stop timer available if using the add-in in combination with a cloud version of Outlook are unavailable for on-prem
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Which version of Outlook your organization is using, and whether it is a retail or volume-licensed purchase
Which browser is used to access Outlook online
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Whether your organization has applied specific cumulative updates to your Exchange server
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NOTE: As a best practice, ensure the most recent cumulative update for your version of Exchange is applied; CU18 or higher is required for Exchange 2016
To find the most recent cumulative update for your version of Exchange, please refer to this article
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For an optimal experience, Coconut recommends:
Using the 64-bit version of Microsoft® Office
Using Outlook on the Web App (OWA), instead of the desktop application
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Using a retail version of Office 2016 or higher, with Edge WebView2 installed
NOTE: For more detailed versions information, please refer to this article
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Accessing Outlook online from Microsoft® Edge
NOTE: The Outlook Add-In is not compatible with IE11
PowerShell Preparedness
Bulk installation of the add-in requires the use of PowerShell. To optimize the installation process, ensure there is a team member within your organization who can:
Install PowerShell on the system you’ll use to install the add-in (if not already installed)
Install the module required for using Centralized Deployment PowerShell cmdlets to install add-ins
Login to PowerShell
Run commands in PowerShell
Setup
Depending on your organization's IT setup, the add-in can be configured by and for an individual user or in bulk.
Please review this article for info related to setting up the add-in for a single user.
Please review this article for info related to setting up the add-in in bulk.