Help Center
Guides for any service business — salons, studios, clinics, and more. Examples may mention a beauty studio, but the steps apply broadly.
Getting started
Registration and sign-in, user profile management.
- Register in the app
- User profile management
On this page you can manage your contact details. This information helps other business members reach you faster and coordinate work more effectively.
- Welcome to LedgerBoss
- Create a business (4 steps)
To set up a new organization in LedgerBoss, complete the following four steps:
- System roles in a business (owner, employee, admin, accountant)
System roles in a business define an employee's level of access to operations. System roles are built into the app and cannot be changed.
Business settings
Business settings, employees, clients, materials, services, suppliers. All settings are managed in **Settings** at the bottom of the screen.
- Business settings
This screen is for managing your organization's core data, work schedule, and resource usage, as well as deleting the business or transferring ownership.
- Transfer and delete business
The top bar also offers options to transfer the business to another owner and delete the current business (trash icon).
- Employees: create, delete, block, invite by code
You can create an employee manually (if the employee is not registered in the app) or invite by invite code (if the employee is already registered). An employee profile is created manually via the + button at the bottom of the screen or by invite code via the 👤+ button at the top.
- Clients: add, delete, edit
Creating at least one client is the minimum needed to start working in the system.
- Material groups (3 levels) PRO+
Material groups help organize materials and simplify search in the material directory and stock analytics. Material groups are not required to use the system.
- Materials: add, delete, edit PRO+
The material directory is used to manage warehouse stock in LedgerBoss. This feature is available on PRO and Premium plans.
- Services: add, delete, edit, specification
Creating at least one service is the minimum needed to start working in the system.
- Suppliers: add, delete, edit PRO+
The **Supplier Directory** section manages your supplier database in LedgerBoss. This feature is available on the PRO plan. Suppliers are not required to use the system.
Service calendar
Creating appointments, rescheduling, canceling, and viewing appointments.
- Create a service appointment
Only the business Owner or Admin can create a service appointment.
- Reschedule appointment date/time, cancel service
Only the business Owner or Admin can reschedule or cancel a service appointment.
- Complete a service appointment
Only the business Owner or Admin can confirm a service appointment.
- Reverse a service appointment
Only the business Owner can reverse a service appointment.
- Schedules
Business menu
Material receipts, material sales, reversals, expense entries, employee salary payments (beyond service appointments).
- Material receipts PRO+
To record a material receipt to stock, follow these steps:
- Material sales PRO+
To record a material sale, follow these steps:
- Expense categories PREMIUM+
Expense categories help you organize and control all financial outflows. Splitting costs by category lets you see not just total spend but where money goes, spot hidden costs, and plan the budget effectively.
- Record expenses by category PREMIUM+
To record expenses by category, follow these steps:
- Record employee salaries PREMIUM+
This section records payments not tied to a specific service. Payments tied to a service are recorded when you complete a service appointment.
Reports
Profit & loss, cash flow, material movements, staff efficiency, services, clients, suppliers.
- Profit & Loss report (P&L) PREMIUM+
Only the business Owner and Accountant can view this report.
- Cash Flow PREMIUM+
Only the business Owner and Accountant can view this report.
- Stock on hand report PRO+
Only the business Owner, Accountant, and Admin can view this report.
- Staff efficiency report PREMIUM+
Only the business Owner and Accountant can view this report.
- Services report
Only the business Owner and Accountant can view this report.
- Client report
Only the business Owner and Accountant can view this report.
- Suppliers report PRO+
Only the business Owner and Accountant can view this report.
Deleting a business and account
How to safely delete an organization or permanently remove a user account.
- Deleting a business
Only the organization creator (Owner) can delete a business. This action is irreversible and removes all business data.
- Deleting an account
Permanently removes a user account from LedgerBoss. You must delete all businesses you own before deleting your account.
Announcements and notifications
Notifications about new appointments and push notifications.
- System and business announcements
Announcements can be created by the business Owner or Admin.
- Push notifications
Push notifications help you stay on top of schedule changes in real time.