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Coconut Help Center
Everyday Workflows

Everyday Workflows

Task-based guides for front-line users: viewing and managing schedules, serving clients, handling walk-ins, and using notifications in day-to-day work.

Schedule & Appointments

Schedule: Why are some events semi-transparent (faded) in my calendar?
Why are appointments marked as Reserved?
Create an Away/Busy time slot (book vacation time)
Schedule 2.0 Overview
Create an Appointment

Serving Clients

Manage Clients
Edit an existing client
Add a Client
Delete a client
Merge Clients
Understanding Notes on Client Profiles

Walk-in & Lobby

New Dashboard Overview
Manage Your Day From the Dashboard
On Demand: Join the Line from Home – Video Walk-ins
Manage availability to facilitate walk-in appointments using Lobby
Edit a walk-in appointment
Facilitate a walk-in appointment

See all 9 articles

Personal Notifications

Configure Staff Notifications

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