General:
Q: Does it take a long time to set up my Stable?
A: It depends on how many Horses and Contacts you want to keep track of as well as how much detail and history you have to enter. It’s very quick to enter a lot of Horses and Contacts with just basic information for each one. It takes longer if you want to enter more detailed information, such as registration numbers, renewal information, insurance/lease/sales information, or a long history of health records for horses. We offer a data entry service if you want to send us your information to enter initially, or on an ongoing basis.
Q: I don’t really like computers. Can you help me if I have a problem or question?
A: Yes, of course! We understand that more horse people would rather be at the barn, riding or teaching or caring for their horses, than stuck behind a computer screen or on a mobile app. You can reach us by emailing support@stablesecretary.com or calling/texting 617.564.1241. We will meet you where you are and get your questions answered!
Q: What if I want someone else to enter all my startup information or help me catch up with entering records or attachments? Do you offer that?
A: Yes! We offer a data entry service to help get your information entered at the start or be ongoing for regular records entry. For Professional level subscribers, we can also assist with invoicing. Contact us at data@stablesecretary.com or by calling/texting 617.564.1241 to discuss options.
Q: Do you have a good Support page, with tips and videos?
A: We sure do! Explore our Support page to learn more about using all the tools and features of both the online platform and the mobile app. If you ever need additional help or guidance, you can reach us by emailing support@stablesecretary.com or calling/texting 617.564.1241. We will meet you where you are and get your questions answered!
Q: Do all the products provide access to the mobile app?
A: All of the products include access to the mobile app! Professional, Performance, and Essentials subscription levels provide access to the online platform AND the mobile app while Go provides access to only the mobile app.
Horses and Contacts:
Q: One of our horses left but will be coming back. I don’t need to manage it anymore but I want to keep all of its records for when it returns. What should I do?
A: You can archive horses that leave but might return. Archived horses do not count towards the number of horse slots provided on the subscription plus you can reactivate them at anytime. For more help with Archiving, view the Horses support page.
Q: I need to give a horse’s full health history to its new owner. How do I do that?
A: On the horse’s profile page, click the “Info Sheet” button under the horse’s name to print or email a basic or detailed information sheet. The detailed information sheet is customizable via Settings > Your Preferences. You can also share the basic information sheet via the mobile app.
Q: I’d like to upload Horse and Contact paperwork into StableSecretary. Can I do that?
A: You can upload documents, photos, and videos to Horse’s profiles, and documents, contracts, and photos to Contact’s profiles. Most records can have attachments, which can be added by editing the record online or during the creation process in the mobile app.
Q: Some of my clients don’t own a horse, but I still want to know what I bill them for. Can I create records for just people?
A: Service records can be added to Contacts, no horse needed. Make sure each person is a contact and select the “Add Service Record by Account” tab when adding records online or tap “By Account” at the top of the form within the mobile app.
Records:
Q: The farrier is coming tomorrow – where can I print out a list of who is due?
A: You can print a Due Dates report (choose farrier as the record type) by going to the Reports section, and clicking Due Dates. Due Dates report is also available within the mobile app.
Q: The vet just vaccinated all of my 60 horses. What is the fastest way for me to create that many records?
A: Online, use our “apply to all” quick link when adding any kind of health records to quickly and easily get all that information added, repeating the add record process for each vaccination type. View our Add Records support page for more guidance.
Q: We have a horse who gets medicine every day. Can Stable Secretary automatically add that for me every day?
A: Yes! That would be a recurring record (make sure to choose “medicine/supplement” to make the medicine repeat). Recurring records AUTOMATICALLY become a service record, no need to manually enter that information. View our Recurring Records support page for more guidance.
Services and Invoicing:
Q: How do I customize the list of services to show my prices and services?
A: Go to Settings > Your Lists > Services and Prices. Add, edit, or delete any services listed – these will appear in the Add Service Record form on the online platform and in the mobile app.
Q: How do I create an invoice?
A : Use the big red ADD button or click the “Create Invoice” button in the Financials Section. Choose to create a single invoice to edit what is included during the creating process or create multiple invoices to quickly generate bills for several people at once. Invoices are editable until they are finalized.
Q: How do I record a payment?
A: Use the big red ADD button or click the “Receive Payment” button in the Financials Section. Recording an overpayment or a payment onto an account with no balance due will create an account credit in the system. Payments can also be received in the mobile app.
Q: What’s an account credit? Can I create those on their own?
A: Tap the “Create Credit” button in the Financials Section. Credits can be used as payment towards that account’s balance due.
Subscription and Account Info:
Q: How do I change my subscription?
A: Go to Settings > Your Account > Subscription. You will see your current Subscription info. Use the left-hand “Change product or plan” button to choose a different subscription level. If you upgrade, you’ll be charged the difference between your current rate and the new rate. If you downgrade, you’ll be credited the extra money, or you can contact us (email Support at support@stablesecretary.com) and we will refund the additional funds to your credit card.
Q: How do I cancel my subscription?
A: To cancel your account, go to Settings->Your Account -> Subscription. Click the Cancel link.
Q: What if I want to restart my subscription? Can I do that? Will all my information still be there?
A: Yes, you can restart your subscription at any time (welcome back!). Log in with the same email and password, choose a subscription level and update your payment information and you can access your stable just as it was when you left. If you need help catching up on adding new horse, contacts, records, or information, we offer a data entry service and can do it for you.
