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How to add a new contact
From the contact icon press the + The 3 main contact types are: Owner - horses/patients in 4 possible locations. Home address, an alternative owner address, at a Yard / Barn or a vets. Yard / Barn - either their own horses or other owner horses. Vets ...
Add a Customer Appointment
There are 3 places you can add an appointment Home screen (not mentioned in How to video) Calendar Within a contact Select a contact (if not pre selected) Select the appointment type Customer - they are notified of the appointment by Email Tentative ...
How to add a new user
Only available for the web version. Select the 3 bars top right then Users. Different user types Primary user - this will be the person who set up the account. Has full access. Field user - Chargeable - Will have their own calendar only be able to ...
How to run your reports
Run your reports from any device Goto the 3 lines top right select: Your Reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your bookkeeper or ...
How to edit an appointment and invoice
Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...