Daily overview
Today’s and upcoming appointments, missing client details and payments to review in one place.
Current features
What can Polaris Booking do?
Speak with your client, record the appointment, and keep the related details and tasks together.
Appointments and daily work
See your day. Record new appointments quickly.
Follow bookings from creation to completion on mobile or desktop.
Fast, checked booking
Choose the client, service, location and time. The system helps prevent scheduling conflicts.
A traceable workflow
Search, filters, calendar view and status tracking from data confirmation to completion.
Complete appointment-management feature list
- Daily overview: today’s and upcoming appointments, missing client details and payments awaiting review.
- Booking list and calendar: search, filters, monthly calendar, daily agenda and status markers.
- New appointment: select a client, service, location and time with conflict checks.
- Booking status workflow: follow data confirmation, payment, confirmation, completion, editing and cancellation.
- iCalendar invitations: with working email settings, sending is attempted after creation, changes and cancellations.
- Time validation: buffer time and opening hours entered in the supported format can be taken into account.
Clients and protected client access
Clients confirm their own details.
No separate registration is needed: clients use a time-limited link and a one-time PIN.
Client records
Contact and billing details, booking history and the next appointment in one searchable view.
Protected data confirmation
Clients review the appointment, complete their details and accept the required terms.
Self-service actions
Subject to the rules, clients can cancel, request anonymisation and sign out.
Complete client-management feature list
- Client records: contact and billing details, booking history and the next appointment in a searchable view.
- Protected client access: a time-limited link and one-time six-digit PIN without separate registration.
- Data confirmation: appointment review, contact and billing details, and acceptance of required terms.
- Self-service cancellation and anonymisation request: subject to the configured rules and booking status.
- Protected-session sign-out: clients can close their client-page session.
- Hungarian and English client page: language switching independent of the provider’s default.
- Access limits: the link is valid for 14 days by default, and the PIN locks after five failed attempts.
Operations, administration and security
Keep administration and settings together.
Track payments and documents while separating access to daily work from system settings.
Payments and documents
Track transfers, handle invoice files, legal documents and client acceptance items.
Email and reminders
Use your own email account and send reminders based on configurable rules.
Team and security
Separate daily work from settings with central sign-in and security controls.
Complete operations and administration feature list
- Payment tracking: payment deadline, custom instructions and manual paid status for bank transfers.
- Invoice-file management: upload, email and deactivate existing invoices without automatic invoice generation.
- Legal documents: versioned HTML and PDF, effective date, publishing, deactivation and stored SHA-256 fingerprint.
- Custom declarations: required or optional acceptance items and separately configurable cancellation deadlines.
- Custom SMTP account: use the provider’s own email settings.
- Scheduled reminders: rules-based, duplicate-free sending with system-level delivery logging.
- Service management: name, price, duration, buffer time, description and location; counts may depend on a technical plan limit.
- Location management: address, opening hours, creation, editing and deactivation.
- Administrator and staff roles: separate permissions for settings and daily operations.
- Polaris Auth SSO: central sign-in and access checks.
- Security controls: rate limits, security logging and reCAPTCHA on key public forms.
- Data retention and anonymisation: scheduled cleanup subject to completed and open-booking rules.
- Installable PWA: mobile and desktop installation without full offline operation.
Clear about the limits
What is not included today?
Provider-managed booking — not a public appointment picker.
- 01
Public appointment selection
The provider records the appointment after the conversation.
- 02
Online card payments
Bank-transfer status is tracked manually.
- 03
Automatic invoicing
Existing invoices can be handled, but invoices are not generated.
- 04
Direct Google Calendar sync
iCalendar invitations are currently supported.
This page describes the features verified on 13 August 2026.
Next step
See whether it fits your work.
In a short demo, we will focus on the features relevant to your appointment workflow.