Equitotal Help Center

            How to: Add contacts

            ADD CONTACTS

            How to: Import your contacts

            You can only do this from your phone contacts. Tap Contacts icon and Import (top left). This will run through all of your contacts (scroll down for more) asking if you want to import . Emails and addresses are not a required field but it's better if you do have them. New If you have a lot of contacts get in touch.

            How to: Create an new Owner and animal


            Tap the Contact icon and +.  At a minimum complete the * items. Emails can be added later. Ignore the PDF tick box initially. Add the animal details if you have them. The only required fields are Animal name and Location. The correct location is important, the home location if entered will show as a default TBC if not entered in customer record. New 
            The Owner location is any location an Owner keeps their animals apart from a Yard/Barn. You will see any previously created Owner locations or be able to add a new one.
            A Yard/Barn location is where their are other animals owned by different people that you attend to. You will see ALL of the Yards you have created. Add a new one if it's not shown.
            If the animal is taken to a Vets select Vet location.  You will see All of the Vets you have created, select one or Add a new one.

            How to: Create a new Yard/Barn


            Same as above but in the first box select Yard/Barn. Enter a company name as this is useful later. If they don't have one we suggest you enter persons name with Yard/Barn after. Unless the Yard/Barn has it's own animals when you are asked if you want to add an animal select NO.

            How to: Add a new Owner animal


            Select the Owner - Animals/horses - Add.   The only required fields are Name and Location. The home location will automatically be selected. Tap Change location if you need to change. Select where you go to see this animal.



            The Owner location is any location an Owner keeps their animals apart from a Yard/Barn. You will see any previously created Owner locations or be able to add a new one.
            A Yard/Barn location is where their are other animals owned by different people that you attend to. You will see ALL of the Yards you have created. Add a new one if it's not shown.
            If the animal is taken to a Vets select Vet location.  You will see All of the Vets you have created, select one or Add a new one.


            If you are doing the same service to this animal why not Add a Default service. This means when you come to invoice it will be pre filled. You can add more than one item by taping the icon to the left of the arrow.
            When first adding an animal say when last visited and when next visit should be. This will auto remind you. See Call these customers. Coming soon
            If you want to send notifications (appointments, reminders and invoices) to an additional person for this animal, add their email address. If they need to goto more than one additional person put a comma after each. New

            How to: Add a new Yard/Barn animal


            Select the Yard - Horses - Add Horse. It is important you only add horses that you are going to bill this Yard for not "Owner" horses. They can be horses the Yard own's or alternatively owned by somebody else but the Yard always pays for. Enter horse name. The location will always be the Yard location, this is not changeable. Enter any other info you want including Default service and additional email addresses then Save.



            Updated: 21 Apr 2018 09:21 PM
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