Booking system
Booking
Configure appointment requests and follow-up from Polaris conversations.
Booking lets Polaris help collect appointment requests, validate basic information and prepare the next step for your team.
It is useful when a conversation should lead to an appointment, consultation, call or request that someone needs to review.
When to use it
Use Booking when your operation needs to:
- Receive appointment requests from web or WhatsApp.
- Ask for basic details before scheduling.
- Prepare requests for human review.
- Follow up with patients, customers or prospects.
- Connect a chatbot to a scheduling process.
Operational flow
A typical flow works like this:
- The user requests an appointment.
- Polaris collects the minimum required details.
- Operator checks whether information is missing.
- A person approves or adjusts the request when needed.
- Polaris confirms the next step or routes it to the right team.
Example configuration
| Field | Example |
|---|---|
| Service | Initial consultation |
| Duration | 45 min |
| Channel | |
| Chatbot | Admissions assistant |
| Approval | Required to confirm |
What to avoid
- Asking for too much information upfront.
- Confirming sensitive appointments without human review.
- Using outdated availability.
- Mixing unrelated services into one instruction.
- Leaving missing-information behavior undefined.
Related modules
Booking often works with Chatbots, WhatsApp, Web Widget, Operator and Approvals.
The chatbot handles the conversation, Booking structures the request, Operator prepares the action and Approvals let a person review before something important is confirmed.
