Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Booking for Banks & Credit Unions. Bank appointment scheduling with the right banker, any branch

AI Booking is bank appointment scheduling that books members into the free times of the right loan officer, business banker or notary, on the phone, in the website chat, from a form or on your booking page. Each branch keeps its hours, each appointment type its length, and nothing enters the book unverified.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Booking · Branches and services

Bank appointment scheduling: every branch and appointment type with its own hours and length, real Zanus AI screen

Branches and services

Each branch is added from your website, and each appointment type keeps its own hours and length, so the AI offers only what the branch really has.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Notary visits take 20 minutes; business account openings need a full hour with a business banker.”

Lisa“Notary visits will book in 20-minute slots, and business account openings will take an hour with a business banker. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Banks & Credit Unions use it

A couple calls on Saturday about a first car loan and books a Monday visit with the loan officer at the branch near home.

A business owner opening an account books the long business-banking slot, since that visit needs more time for the paperwork.

A member who needs a power of attorney notarized books the one branch where the notary works on Thursdays.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
By service and location: the AI offers the menu, then only the free slots of your live calendar
Google / Outlook calendar connect; availability rules; buffers
Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
Field visits with travel time; several providers with their own calendars

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Booking does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms Lisa, your AI assistant

Every branch

Branch appointment booking from the phone, the chat and your forms

Online appointment scheduling for banks works when every channel books into one book with the same rules.

Only real free times

The AI offers only times that are free: each banker's hours, the bookings already taken, branch closures and the busy times of the calendar each banker connects.

Each banker, their own agenda

Loan officers, business bankers and notaries serve their own appointment types at their own branches; a vacation blocks only that person, never the whole branch.

Verified before it is booked

A booking enters the book only once the caller's number, a texted code or a verified e-mail confirms the guest, or when your staff book it by hand.

Confirmed and reminded

The confirmation goes out at once in your words, with the branch address and what to bring, and the reminder by text or e-mail as many hours before as you choose.

Set-up

Credit union appointment scheduling, set up in 2 minutes

Your branches found

Lisa finds your branch addresses on your website; each branch keeps its own hours and each appointment type says where it happens.

Your appointment types

Loan consultation, account opening, business banking, notary: tell Lisa each one's length, the rest after it and the minimum notice.

Your bankers' calendars

Each banker connects the work calendar they already use, so its busy times are never offered to a member, or the book runs on its own.

A week of real bookings

Try it free for 7 days and read every appointment it booked, confirmed and re-booked across your branches.

Questions & answers

AI Booking for Banks & Credit Unions: questions & answers

Can members book a loan officer appointment online or by phone?

Yes. The AI books the loan officer during the call, in the website chat or from a form, offering only the free times at the branch the member picks. Members who prefer to book alone use your booking page, which fills the same free times.

Can each branch keep its own bankers and hours?

Yes. Each branch has its own address, timezone and hours, and each loan officer, business banker or notary serves only the appointment types and branches you set. When members may choose, the AI asks which banker they want; otherwise your rule assigns one.

What happens when a member misses an appointment?

After the grace period the visit is marked no-show and one polite message invites the member to book again. A member who missed twice in a year is asked to confirm the next booking.

Can an appointment wait for a banker's approval?

Yes. Mark an appointment type as subject to approval, such as a commercial lending consultation, and it lands as a request; the member hears the time is requested, and the banker confirms it or the next free time is offered.

Can the AI book a video appointment instead of a branch visit?

Yes, with AI Online Meetings. A business owner who cannot leave the shop books a video appointment with the business banker, the link goes out with the confirmation, and branch and video times come from the same calendar.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.