Records: Clients & Horses

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

• Adding and managing horses

  Add horses one at a time or in bulk, keep their details current, and manage their status from the Horses tab.

• Adding and managing clients

  Manage your facility’s clients from the Clients tab: add, invite, message, and archive.

• Linking horses to owners

  Horses are linked to their owners when they’re added - here’s how the link works and where you’ll see it.

• Uploading documents (Coggins, health records)

  Keep Coggins certificates, veterinary records, and other health documents on each horse’s profile.

• Editing and archiving records

  How to edit horse and client records, what archiving means, and where inactive records go.

• Sending a document for signature

  Send boarding agreements, waivers, and other PDFs for digital signature from the Agreements tab.

• Signing a document

  Received a signature request? Here’s the email-link signing flow, step by step.

• Tracking signature status

  Follow every signature request from Sent to Completed, send reminders, and download signed documents.