StableSecretary Support – Need Help?

Knowledge Base:

Getting Started

• Getting Started Part 1 (video)
• Getting Started Part 2 (video)
• Getting Started Part 3 (video)

Mobile App

• Get the Mobile app
• Using the Mobile app

Settings & Preferences

• Customize Settings and Lists
• Add Medication/Supplement Defaults
• Add Team Members and Health Providers
• Create Bookable Timeslots for Client Bookings
• Manage Account and Subscription
• Remove Your Account

Horses

• Manage / Import Horses
• Add Records, Notes, and Recurring Records
• Basic and Detailed Information Sheets
• Tags for Horses
• Attachments and Uploads for Horses

Contacts

• Manage / Import Contacts and Owner Groups
• Add Service Records for Contacts
• Tags for Contacts
• Attachments and Uploads for Contacts

Records, Reports & Reminders

• Add Records, Notes, and Recurring Records
• Create Records from Scheduled Events
• Viewing and Sorting Records
• Add and Manage Renewal Records for Horses and Contacts
• Generate Reports for your Stable
• Add Reminders

Schedule

• Creating and Managing Scheduled events
• Create Records from Scheduled events
• Schedule vs Agenda vs Checklist
• Reminders for Detailed Events
• Bookable Timeslots & Client Bookings (coming May 2025)

Competitions

Performance or Professional subscription level required.

• Competitions

Financials

Professional subscription level required

• Invoices, Payments, and Credits
• Accept Online Payments with Equestrian Payment Solutions
• Accept Online Payments with Stripe
• Integrate with Quickbooks Online
• Financial Reports

Message Board and Email

• Use the Email tool
• Use the Message Board

Visit our Updates page to see how our software has evolved since its launch.