Adding a contact in The Farriers App

How to add a new contact

From the contact icon press the +

The 2 main contact types are:
Owner - horses in 3 possible locations. Home address, an alternative owner address or at a Yard / Barn.
Yard / Barn - either their own horses or other owner horses.
Other types
Groom, Vet etc. These are so you can add to the horse record.
Required fields
 All with a * are required fields. It is worthwhile getting customers Emails so they receive appointment details and invoices. These can be turned off if a customer does not want them.

Select email options and then Save


    • Related Articles

    • How to add a new user

      Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...

    • How to add a horse

      3 ways of adding a horse Straight from the horse icon. From an appointment. Within a contact. Information needed The horse name is required. The location will default to the owners or Yard/Barn location. Adding a service (what you charge for) will ...

    • Add a Customer Appointment

      There are 3 places you can add an appointment Home screen (not mentioned in How to video) Calendar Within a contact Select a contact (if not pre selected) Select the appointment type Customer - they are notified of the appointment by Email Tentative ...

    • How to edit an appointment and invoice

      Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...

    • How to get started - part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...