How to add a new contact

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 - Patients can be located at a vets
Other types
Groom, Insurance Co. etc. These are so you can add to the horse/patient record.
Required fields
 All with a * are required fields. It is worthwhile getting customers Emails so they receive appointment details and invoices. These can be turned off if a customer does not want them.

Select email options and then Save

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