Coconut Software
Coconut Software: A broad scheduling and branch-operations platform for financial institutions. Ranked #43 of 135 in Appointment Scheduling Software by our editors (5.0/10); pricing: Pricing on request; best for banks and branch-based service organizations.
At a glance
- Editor score5.0 / 10
- PricingPricing on request
- Best forBanks and branch-based service organizations
- Free planNo
- Calendar syncTwo-way
- Facts checked23 Sep 2026
Where it wins
- Two-way calendar sync with Google Calendar and Microsoft Exchange
- Combines appointments, queues, visitors, lobbies, and video banking
- Open API plus CRM, digital banking, and business-intelligence integrations
Where it doesn't
- Pricing requires a consultation rather than published plan prices
- Its broad branch-management scope may exceed single-location needs
- Designed primarily for financial institutions rather than general businesses
Our verdict on Coconut Software
Coconut Software is an enterprise appointment scheduling and branch-management platform for banks, credit unions, and other financial institutions coordinating customer interactions across locations. Customers can book online by location, service, staff member, and meeting method, including group appointments and video banking workflows. The platform also supports payment collection, automated SMS and email reminders, real-time staff availability, and two-way calendar synchronization.
Its strongest distinction is breadth. Alongside appointment booking, Coconut Software includes lobby, queue, and visitor management, plus reporting and analytics for appointments and branch activity. That makes it relevant when scheduling is part of a wider branch-operations program rather than an isolated calendar task. Web access and an open API support connections with Google Calendar, Google Workspace, Microsoft Exchange, Office 365, CRMs, digital banking platforms, and business-intelligence tools. Organizations seeking a coordinated in-person and digital service journey will find that ecosystem fit more relevant than a narrow booking tool.
The pricing model is contact sales, and the official pricing page directs prospects to schedule a consultation rather than showing plan prices. That approach suits institutions evaluating a broader operational platform, but it gives smaller teams less immediate cost visibility during initial comparison. Coconut Software should be considered by banks and branch-based service organizations that need appointments connected to staff schedules, locations, queues, visitors, video meetings, and analytics. A business seeking only a simple booking page and calendar may prefer a narrower scheduling product with a more straightforward buying process.
Your product? Our editors can test Coconut Software in depth and publish a review, labelled as paid · from $149/mo →
Coconut Software pricing
Coconut Software fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Booking pages | Yes |
| Calendar sync | Two-way |
| Group booking | Not verified |
| Round-robin scheduling | Not verified |
| Automated reminders | Yes |
| Payment collection | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, SSO/SAML |
| Support | Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 40+ integrations: Google Calendar, Microsoft Outlook, Microsoft Teams, Zoom, Salesforce, Google Analytics … See all → |
| Pricing | Pricing on request (source) |
| Website | coconutsoftware.com |
| Facts checked | 23 Sep 2026 |
Coconut Software integrations
Coconut Software lists 40+ integrations on its own site — the 12 named here are the ones its pages call out.
- Google Calendar
- Microsoft Outlook
- Microsoft Teams
- Zoom
- Salesforce
- Google Analytics
- Q2
- Alkami
- Jack Henry Banno
- DocuSign
- Okta
- Microsoft Entra ID
See all Coconut Software integrations →
Alternatives to Coconut Software
- CalendlyA broad scheduler with strong team routing, payments, reminders, and integrations.9.4
- Cal.comA flexible scheduler with free basics, team routing, payments, and developer tools.9.2
- Zoho BookingsA flexible scheduler with a capable free tier and strong Zoho ecosystem fit.9.1
See all Coconut Software alternatives →
Also Ranked In
Coconut Software is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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