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Coconut Software

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Read 37 Coconut Software reviews and testimonials from customers, explore 17 case studies and customer success stories, and watch 15 customer videos to see why companies chose Coconut Software as their Appointment Scheduling Software

Coconut Software makes it effortless for customers to connect with their financial institution. Our enterprise appointment scheduling and lobby management solutions are used by leading banks and credit unions across North America, including RBC Royal Bank, Arvest Bank, Vancity, and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times, and increased conversion rates for the organizations who use it. Founded in 2011, Coconut Software is headquartered in Saskatoon, SK with offices in Toronto, ON. For more information, please visit www.coconutsoftware.com

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Customer Rating Review Score based on 2383 reference ratings
4.8/5.0 (2383)
  • Winter 2026 Market Leader Queue Management Software
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  • Winter 2026 Market Leader Appointment Scheduling Software
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    • 2024 Top Rated Software Award
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37Testimonials

  • “It’s not just scheduling software—it’s a strategic platform that helps us serve better, work smarter, and build stronger relationships.”

    Eric Carter Senior Vice President, Digital Solutions and Innovation Officer

  • “Prior to working with Coconut, we needed to find a newer, better way to engage with our members. So the biggest success with Coconut is that it’s really put us …

    Juliana Trujillo Partners Federal Credit Union

  • "Coconut Software has an amazing support structure, quick turn-around times, and always willing to work with us to provide out-of-the-box solutions."

    Carly Lock Program and Process Manager, Retail Small Business
36 more testimonials currently locked

17 Case Studies

  • Jackson Hewitt Increased Appointment Booking by 41% & Tripled Their Conversion Rate

    Shara Abrams Senior VP, Operations

  • Bank of New Hampshire Drives 25% Appointment Growth, 100% Adoption, and Faster …

    Eric Carter Senior Vice President, Digital Solutions and Innovation Officer

  • TELUS Mobility Increased Customer Adoption Pairing Coconut Software with their Learning Center …

    Wendy Betteridge Marketing Manager
16 more case studies currently locked

15 Customer Videos

  • TCU Financial Group - Customer Success Story (Chantelle Stefaniuk - Account Manager)
    Play Video
    Chantelle Stefaniuk Account Manager
  • How the Appointment Economy is Changing the Banking Experience
    Play Video
    Jerimy Saldivar Director of Member Experience
  • UNIFY Financial Credit Union - Testimonial Video
    Play Video
    Jenny Wrobbel Digital Operations Manager
14 more videos currently locked

Additional Coconut Software Information & Resources

Read Coconut Software Reviews, Testimonials & Customer References from 37 real Coconut Software customers.

Browse Coconut Software Case Studies, Customer Success Stories, & Customer References from 17 businesses that use Coconut Software.

Watch Coconut Software Customer Videos to learn why 15 businesses chose Coconut Software.

Explore answers to frequently asked questions about Coconut Software.

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