Email Tool
The email tool allows Admin and Stable Manager team members to send emails to contact(s) or owner group members.
It can be used online or in the mobile app.
Add recipients individually or by tag. Only contacts with email addresses in a tagged group will actually receive the email.
Recipients will be BCC-ed.
A copy of the outgoing email will send to the account admin team member(s).
Online
To use the email tool online:
- Click the envelope icon in the top most navigation bar, to the ride side.
- Add recipients by individual contact / owner group, or by tag.
- Owner group members can be added all at once by choosing the relevant owner group from the “contacts” dropdown.
- Contacts and Owner Group members will only be shown if they have an email address saved.
- Adding by tag will add all group members whether they have an email address or not.
- Enter the subject, a message in the body of the email, add any attachments necessary, format as needed.
- Attachments will pull from files on your own computer, not from within the software.
- Click “Send”.
- Recipients may need to check more email folders than just their inbox, in case of filtering by their email service.
Video Tutorial
Mobile
To use the email tool within the mobile app:
- Using the big “+” button, select “email” from the bottom Other section
- Add recipients by individual contact / owner group, or by tag.
- Owner group members can be added all at once by choosing the relevant owner group from the “contacts” dropdown.
- Contacts and Owner Group members will only be shown if they have an email address saved.
- Adding by tag will add all group members whether they have an email address or not.
- Enter the subject, a message in the body of the email, add any attachments necessary, format as needed.
- Attachments will pull from files on your own computer, not from within the software.
- Click “Send”.
Video Tutorial
Email other things within StableSecretary
Messages added to the message board tool can be sent as email messages to any team member when creating a new message board message.
Sharing information from the online platform happens via email.
Some items that can be shared via email from the online platform include:
- Horse information sheets
- Invoices (professional subscription level only)
- Reminders for next due dates (will happen automatically via settings)
- Schedule events (reminders will be sent automatically via individual event settings)
User tip: Many reports and the records calendar have a “print” function. From within the print dialogue box, choose print to pdf or save as pdf from the destination dropdown to save the file to your computer. Then you can use your regular email to send that document.
Sharing information from the mobile app can happen via email (or other messaging services, like text messages).
Some items that are shareable from the mobile app include:
- Horse Information Sheets
- The day’s agenda view within the schedule
- The day’s checklist within the schedule
- Horse health reports
- Next due dates report
- Temperatures report
- Feed chart report
User tip: Take a screenshot of your mobile app or online screen to share anything you want!
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
