How can we help?

Role-specific onboarding for facilities, service providers, and horse owners - set up your account and learn how the pieces fit together.

• Welcome to Stables
• Setting up your facility account
• Setting up your service provider account
• Setting up your horse owner account
• Connecting your Stripe account
• Inviting people to your facility
• Accepting an invite / joining a facility

Manage horse and client records, upload documents like Coggins and health records, and send documents for signature.

• Adding and managing horses
• Adding and managing clients
• Linking horses to owners
• Uploading documents (Coggins, health records)
• Editing and archiving records
• Sending a document for signature
• Signing a document
• Tracking signature status
• Bulk importing horses and clients

How the calendar works, setting availability, direct booking, and managing or rescheduling appointments.

• How the calendar works
• Setting your availability (providers)
• Setting up your booking page (providers)
• Direct booking: how it works
• Booking a service (owners)
• Managing and rescheduling appointments
• Cancellations and no-shows

For coaches: set up and manage your team roster, schedule your team, and assign sessions and availability.

• Setting up your team
• Managing your team roster
• Scheduling your team
• Assigning sessions and availability
• Editing and removing team members

The care queue, care tasks and plans, marking care complete, and generating invoices from care events.

• How the care queue works
• Creating care tasks
• Creating care plans
• Assigning and marking care complete
• Generating invoices from care events

Lesson types, scheduling and completing lessons, online booking, packages and credits - plus multi-week training programs for a horse.

• Setting up lesson types
• Scheduling a lesson
• Riders, no-shows, and completing a lesson
• Taking lesson bookings online
• Lesson reminders and client notifications
• Lesson emails: what riders and the barn get
• The lesson waitlist
• Lesson packages and credits
• Selling a package to a client on account
• Booking a lesson (riders and owners)
• Will attend / Can’t attend: answering a lesson email
• Your lessons report
• What training programs are
• Creating a training program
• Building a training session
• Starting and tracking a training program
• Training programs for horse owners

How payments work on Stables: invoices, payment methods, fees, payouts, refunds, and recording expenses.

• How payments work on Stables
• Managing Pending Charges
• Creating and sending invoices
• Billing pending charges all at once
• Paying an invoice
• Understanding fees and surcharges
• Payment methods: ACH vs. card
• Choosing how clients can pay invoices
• Charging sales tax (GST, HST, VAT)
• What currency your invoices are in
• Payouts: when and how you get paid
• Refunds: how they work
• Recording an expense
• Categorizing expenses

How security deposits are collected, held, applied at move-out, and returned - for both facilities and horse owners.

• What a security deposit is and how it’s held
• Collecting a deposit (facility)
• Paying a deposit (owner)
• Move-out and settlement: how deposits are applied or returned
• Refunds and partial refunds on deposits
• Disputes and questions about a deposit

Messaging your barn: using Barn Chat, who can see your messages, and managing notifications.

• What is Barn Chat?
• Using Barn Chat
• Who can see your messages
• Emailing a client
• Email all your clients with Announcements
• Email your clients with Announcements (service providers)
• Chat notifications and muting

What Ask StablesAI can help with, tips for better answers, and its limitations.

• What Ask StablesAI can do
• Tips for better answers
• Limitations and accuracy

A guided index for horse owners: getting started, paying invoices, deposits, booking services, and your horse’s records.

• Getting started as an owner
• Paying invoices
• Security deposits
• Booking services
• Care and your horse
• Managing your horse’s records

Integrations allows you to connect third-party apps with your Stables account to enhance your accounts functionality and features.

• Connecting QuickBooks Online

Profile and notification settings, your facility’s directory listing, staff and permissions, and account changes.

• Profile and notification settings
• Managing your facility’s directory listing
• Claimed listings and the Verified badge
• Staff and permissions
• How do I assign staff to horses?
• Closing or pausing an account

Fix common issues: failed payments, missing payouts, wrong invoices, login problems, and how to contact support.

• Payment failed or declined
• I didn’t receive a payout
• Fixing a wrong invoice
• My invoice won’t send
• Login and access issues
• My agreement PDF won’t upload
• Contacting support