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Calendars & Appointments

How to Book Service (v2) Appointments Using the Mobile App

Learn how to book multi-service appointments in the GHL Customer Care mobile app using Services (v2), including variations, add-ons, staff pricing, and availability.

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On this page
  1. Key Benefits of Service (v2) Mobile Appointments
  2. Supported Booking Capabilities
  3. Multi-Location Support
  4. Service Variations
  5. Add-Ons
  6. Staff-Specific Pricing
  7. Date-Specific Staff Hours
  8. Multi-Service Checkout
  9. Multi-Service Calendar
  10. How to Book a Service
  11. Open the Calendar Module
  12. Select Contact and Location
  13. Choose Services
  14. Select Variants & Add-Ons
  15. Assign Staff
  16. Apply Coupons (Optional)
  17. Pick a Time Slot
  18. View Booking Summary
  19. Appointment Title Auto-Fills from Services Global Settings
  20. Frequently Asked Questions

Service (v2) Appointments in the GHL Customer Care mobile app allow teams to schedule complex, service-based bookings directly from their phone. Staff can select locations, services, variations, add-ons, coupons, and available time slots in a single flow, using the same Services (v2) logic available on the web. This makes it easier to manage multi-service appointments accurately while on the go.


TABLE OF CONTENTS


What Are Service (v2) Appointments in the Mobile App?

Service (v2) Appointments bring the full capabilities of GHL Customer Care’s Services (v2) engine to iOS and Android devices, allowing staff to create service-based appointments directly from the mobile app. From the Calendars module, teams can build bookings that include one or more services with configurable durations, staff assignments, variations, add-ons, and staff-specific pricing, while automatically applying real-time availability rules. 

This experience is designed for situations where appointments need to be scheduled or managed away from a desktop, such as at the front desk, during field work, or while coordinating schedules on the move. By using the same Services (v2) logic available on the web, mobile bookings remain accurate and consistent across devices, helping reduce pricing errors, availability conflicts, and manual adjustments. 


Key Benefits of Service (v2) Mobile Appointments

  • Book from anywhere: Create or update service appointments directly from the mobile app without switching to a desktop.
  • Multi-service checkout: Combine multiple services into a single appointment with a unified summary. Accurate pricing: Automatically applies variation pricing and staff-specific pricing rules.
  • Add-ons and upsells: Attach optional add-ons to services, including quantity-based extras. Real-time availability: Time slots respect staff hours, date-specific overrides, and resource availability.
  • Cleaner calendar views: Filter calendar views by multiple services in Month, Week, or List view to focus on relevant bookings.

Supported Booking Capabilities 

Multi-Location Support 

When multiple physical locations exist, the booking flow displays only those locations tied to available staff. This helps ensure that appointments are scheduled at viable sites. 

Service Variations 

Variations allow a single service to be offered with different durations or pricing options. All configured variations are available for selection during mobile booking. 

Add-Ons 

Add-ons appear as optional extras during booking. Quantity-based add-ons are supported, allowing multiple units to be added to a service. 

Staff-Specific Pricing 

If staff-specific pricing is configured, the mobile app automatically applies the correct price based on the selected staff member. 

Date-Specific Staff Hours 

Special working hours, holidays, or one-off availability changes configured for staff are reflected in the time-slot selector, helping prevent overbooking. 

Multi-Service Checkout 

Multiple services can be added to a single appointment. Downstream automations can be configured to trigger once per booking using the Service Booking workflow trigger. 

Multi-Service Calendar 

View Filtering Calendar views support filtering by multiple services at once, making it easier to review schedules for teams offering several services.


How to Book a Service

Open the Calendar Module

From the mobile app, go to the Calendar tab and tap the + (plus) button. → Choose “New Service Appointment.”

Open the Calendar Module (image 1 of 11) What this shows From the mobile app, go to the Calendar tab and tap the + (plus) button. What this shows Illustrates the "Open the Calendar Module" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Open the Calendar Module" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: From the mobile app, go to the Calendar tab and tap the + (plus) button. → Choose “New Service Appointment.”. Immediately after, the guide continues: After choosing New Service Appointment, you’ll first search and select a contact (customer) for the booking. Image 1 of 11 What to chooseFrom the mobile app, go to the Calendar tab and tap the + (plus) button. → Choose “New Service Appointment.” Next stepAfter choosing New Service Appointment, you’ll first search and select a contact (customer) for the booking.

Select Contact and Location

After choosing New Service Appointment, you’ll first search and select a contact (customer) for the booking. 

If your services operate across multiple store locations, the next step will prompt you to select the location you'd like to book from. 

This is useful when the same service is offered in more than one branch (e.g., New York vs.New Jersey).

Select Contact and Location (image 2 of 11) What this shows This is useful when the same service is offered in more than one branch (e.g., New York vs.New Jersey). What this shows Illustrates the "Select Contact and Location" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Select Contact and Location" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: This is useful when the same service is offered in more than one branch (e.g., New York vs.New Jersey). Immediately after, the guide continues: Browse or search available services and select the ones to book. Image 2 of 11 What this coversThis is useful when the same service is offered in more than one branch (e.g., New York vs.New Jersey). Next stepBrowse or search available services and select the ones to book.

Choose Services

Browse or search available services and select the ones to book.

Choose Services (image 3 of 11) What this shows Browse or search available services and select the ones to book. What this shows Illustrates the "Choose Services" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Choose Services" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: Browse or search available services and select the ones to book. Immediately after, the guide continues: Choose a variant (e.g. 30, 45, or 60 mins) Add optional Add-ons with pricing and quantity. Image 3 of 11 What to chooseBrowse or search available services and select the ones to book. Next stepChoose a variant (e.g. 30, 45, or 60 mins) Add optional Add-ons with pricing and quantity.

Select Variants & Add-Ons

Choose a variant (e.g. 30, 45, or 60 mins) Add optional Add-ons with pricing and quantity.

Select Variants & Add-Ons (image 4 of 11) What this shows Choose a variant (e.g. What this shows Illustrates the "Select Variants & Add-Ons" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Select Variants & Add-Ons" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: Choose a variant (e.g. 30, 45, or 60 mins) Add optional Add-ons with pricing and quantity. Immediately after, the guide continues: Pick a team member for each service. If pricing is staff-specific, it updates automatically. Image 4 of 11 What to chooseChoose a variant (e.g. 30, 45, or 60 mins) Add optional Add-ons with pricing and quantity. Next stepPick a team member for each service. If pricing is staff-specific, it updates automatically.

Assign Staff

Pick a team member for each service. If pricing is staff-specific, it updates automatically.  

Assign Staff (image 5 of 11) What this shows Pick a team member for each service. What this shows Illustrates the "Assign Staff" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Assign Staff" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: Pick a team member for each service. If pricing is staff-specific, it updates automatically. Immediately after, the guide continues: Add a valid promo/coupon code to apply discounts. Image 5 of 11 What to choosePick a team member for each service. If pricing is staff-specific, it updates automatically. Next stepAdd a valid promo/coupon code to apply discounts.

Apply Coupons (Optional)

Add a valid promo/coupon code to apply discounts.

Apply Coupons (Optional) (image 6 of 11) What this shows Add a valid promo/coupon code to apply discounts. What this shows Illustrates the "Apply Coupons (Optional)" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Apply Coupons (Optional)" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: Add a valid promo/coupon code to apply discounts. Immediately after, the guide continues: View real-time availability by staff & service You can also select Custom Time if enabled. Confirm & Schedule Booking Review service, staff, pricing, and discounts. → Tap Schedule Booking to finish. Image 6 of 11 What this coversAdd a valid promo/coupon code to apply discounts. Next stepView real-time availability by staff & service You can also select Custom Time if enabled. Confirm & Schedule Booking Review service, staff, pricing, and discounts. → Tap Schedule Booking to finish.

Pick a Time Slot 

View real-time availability by staff & service You can also select Custom Time if enabled. Confirm & Schedule Booking Review service, staff, pricing, and discounts. → Tap Schedule Booking to finish.


Pick a Time Slot (image 7 of 11) What this shows View real-time availability by staff & service You can also select Custom Time if enabled. What this shows Illustrates the "Pick a Time Slot" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Pick a Time Slot" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: View real-time availability by staff & service You can also select Custom Time if enabled. Confirm & Schedule Booking Review service, staff, pricing, and discounts. → Tap Schedule Booking to finish. Immediately after, the guide continues: You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. Image 7 of 11 What to chooseView real-time availability by staff & service You can also select Custom Time if enabled. Confirm & Schedule Booking Review service, staff, pricing, and discounts. → Tap Schedule Booking to finish. Next stepYou'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info.

View Booking Summary

You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info.

View Booking Summary (image 8 of 11) What this shows You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. What this shows Illustrates the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. Immediately after, the guide continues: Accessing Existing Service Appointments. Image 8 of 11 What this coversYou'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. Next stepAccessing Existing Service Appointments
All 7 steps in this procedure
  1. Go to the Calendar tab on the mobile app.
  2. At the top of the calendar, you'll see colored labels representing selected services
  3. Tap on those labels - this opens a filter modal with Users, Calendars, and Groups tabs.
  4. Under Calendars, tap Services.
  5. You'll now see a list of all available services. Use the search bar if needed.
  6. Select one or more services to filter the calendar.
  7. Once selected, the calendar view updates to only show appointments related to the chosen services.
View Booking Summary (image 9 of 11) What this shows You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. What this shows Illustrates the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: You'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. Immediately after, the guide continues: Accessing Existing Service Appointments. Image 9 of 11 What this coversYou'll see a full summary with Customer details, Service breakdown, Duration, pricing, and discount info. Next stepAccessing Existing Service Appointments
All 7 steps in this procedure
  1. Go to the Calendar tab on the mobile app.
  2. At the top of the calendar, you'll see colored labels representing selected services
  3. Tap on those labels - this opens a filter modal with Users, Calendars, and Groups tabs.
  4. Under Calendars, tap Services.
  5. You'll now see a list of all available services. Use the search bar if needed.
  6. Select one or more services to filter the calendar.
  7. Once selected, the calendar view updates to only show appointments related to the chosen services.

Accessing Existing Service Appointments

To view existing service appointments filtered by service:

  1. Go to the Calendar tab on the mobile app.
  2. At the top of the calendar, you'll see colored labels representing selected services 
  3. Tap on those labels - this opens a filter modal with Users, Calendars, and Groups tabs. 
  4. Under Calendars, tap Services. 
  5. You'll now see a list of all available services. Use the search bar if needed. 
  6. Select one or more services to filter the calendar. 
  7. Once selected, the calendar view updates to only show appointments related to the chosen services.
    Step 7 of 7: Once selected, the calendar view updates to only show appointments… What this shows Step 7 of 7: Once selected, the calendar view updates to only show appointments related to the chosen services. What this shows Shows what this covers for step 7 of 7 in the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot accompanies step 7 of 7 in the "View Booking Summary" section of "How to Book Service (v2) Appointments Using the Mobile App". At this point in the walkthrough you once selected, the calendar view updates to only show appointments related to the chosen services. Step 7 of 7Image 10 of 11 What this coversOnce selected, the calendar view updates to only show appointments related to the chosen services.
    All 7 steps in this procedure
    1. Go to the Calendar tab on the mobile app.
    2. At the top of the calendar, you'll see colored labels representing selected services
    3. Tap on those labels - this opens a filter modal with Users, Calendars, and Groups tabs.
    4. Under Calendars, tap Services.
    5. You'll now see a list of all available services. Use the search bar if needed.
    6. Select one or more services to filter the calendar.
    7. Once selected, the calendar view updates to only show appointments related to the chosen services. this image

Appointment Title Auto-Fills from Services Global Settings

The Appointment Title field now pulls from your Services Global Settings, which helps mobile bookings follow the same naming rules used on web. This saves time during booking and reduces title inconsistencies across your team.

When you create a new Service (v2) appointment in the mobile app, the Appointment Title field automatically pre-fills using the Service booking title configured in Services Global Settings.

If no custom Service booking title is configured, the field falls back to <Contact Name>.

Important:

  • This applies to new service bookings
  • Edit, Reschedule, and Duplicate flows are not affected
  • Existing edit-style flows continue to pre-fill from the source booking
Appointment Title Auto-Fills from Services Global Settings (image 11 of 11) What this shows This applies to new service bookings Edit, Reschedule, and Duplicate flows are not affected Existing edit-style flows continue to pre-fill… What this shows Illustrates the "Appointment Title Auto-Fills from Services Global Settings" section of "How to Book Service (v2) Appointments Using the Mobile App". This screenshot appears in the "Appointment Title Auto-Fills from Services Global Settings" section of "How to Book Service (v2) Appointments Using the Mobile App". The text alongside this image reads: This applies to new service bookings Edit, Reschedule, and Duplicate flows are not affected Existing edit-style flows continue to pre-fill from the source booking. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Q: Can I collect payments inside the mobile app? Image 11 of 11 What to fill inThis applies to new service bookings Edit, Reschedule, and Duplicate flows are not affected Existing edit-style flows continue to pre-fill from the source booking
Fields in this part of the guide This applies to new service bookings
Next stepQ: Can I collect payments inside the mobile app?
All 3 steps in this procedure
  1. This applies to new service bookings
  2. Edit, Reschedule, and Duplicate flows are not affected
  3. Existing edit-style flows continue to pre-fill from the source booking

Frequently Asked Questions

Q: Can I collect payments inside the mobile app? 

Payment collection is not currently supported for mobile service bookings. 

Q: Are resources such as rooms or equipment considered when showing availability? 

Yes. Resource conflicts prevent unavailable time slots from appearing. 

Q: Can I apply coupons created in Payments? 

Any active calendar coupon can be applied during mobile booking. 

Q: What’s the difference between editing an appointment and rescheduling it? 

Editing updates appointment details, while rescheduling changes the date or time. 

Q: Can I disable staff-specific pricing? 

Leaving the custom price field empty in staff service assignments defaults the service to its base price. 

Q: Does multi-service booking trigger multiple workflow runs? 

No. The Service Booking trigger runs once per booking, even if multiple services are included. 

Q: Are online locations supported in the mobile booking flow? 

Only physical locations appear. Online links can be added manually in the address field if needed. 

Q: Which app versions support this feature? 

GHL Customer Care, LeadConnector, and white-label apps version v4.2.0.789 or later.

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