How To
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 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 run your reports
Run your reports from any device Goto the 3 lines top right select Your Reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your bookkeeper or for ...
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 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, ...
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 ...
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 ...
How to get set started - part 1
Go to the farriers app and press Sign Up. Alternatively download the app on either the App or Play Store and press Sign Up. Verify your Email address, check spam and promotions if you don't see the Email. Press 3 lines top right. General Complete as ...