Create a service appointment

Create a service appointment

To create a service appointment for a client in LedgerBoss, follow these steps:

1. Start creating the appointment: On the main schedule screen, tap the purple + button in the bottom-right corner.
2. Select a service: Choose the service you plan to provide from the list.
3. Select a specialist: Choose the employee who will perform this service.
4. Select a client: Pick the client from the list or use search to find them quickly.
5. Set date and time: Set the start date and exact start time.
   • The system automatically calculates the end time from the service duration.
   • If the chosen time overlaps another appointment, the system warns you about a Time Conflict.
   • You can continue creating the appointment or choose another time.
6. Finish creation: After checking all details, tap Save appointment. The appointment appears in your schedule.

Created services appear on the daily calendar (**Daily view**).