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.
A horse is linked to its owner at the moment it’s added - there’s no separate linking step.
- When you add a horse, the first step is the owner: pick an existing client or enter a new one, and the horse is connected to them.
- From a client’s row, Add Horse creates a horse already linked to that client. When adding this way you choose between Existing Customer and New Customer, then continue into move-in details.
The link shows everywhere it matters: the Horses list has an Owner column that clicks through to the client, invoices can carry the horse on each line item, and the owner sees the horse’s care and records from their own account once they accept their invite.