Adding and managing clients
Manage your facility’s clients from the Clients tab: add, invite, message, and archive.
Clients are managed in the Clients tab. Filter tabs show All, Active, Pending, Past Due, Departed, and Archived, and the list shows each client’s status, invite state, horses, open balance, and whether AutoPay is enabled.
Adding a client
Select Add Client to open the same guided flow used for adding horses - client information, horse information, stall and boarding details, billing, and review. Use Bulk Upload to import many clients at once.
Inviting clients to Stables
Each client row shows their invite status - Not Invited, Invite Sent, Invite Expired, or Accepted. Use Send Invite (or Resend Invite) from the row’s actions menu. Once they accept, they can see their horses’ care, pay invoices online, and message you. See Inviting people to your facility.
Client details
Open a client to see their full record, organized into Info, Horses & Stalls, Billing, Documents, and Notes. The Documents section is where signature requests for that client live - see
Archiving
Use Archive in the row’s actions menu to hide a client from active lists - they move to the Archived tab and can be restored to Active at any time with Restore.
Help With Adding Clients
If you need or want help adding clients or horses, please email support@stables.co and we’ll get you setup.