Manage Renewals for Horses
Online
- In the “Horses” section, click on a Horse.
- Select the “Renewals” tab on the Horse profile page.
- Click the small button “Add Renewal”, then fill in the details for the renewal.
- Click “Save”
Video Tutorial
Mobile
Add Renewal records in the same way as above.
Or, use the big “+” button in the mobile app, then
- Select record type: Renewal.
- Select the horse and renewal type.
- Fill in details for the renewal.
- Tap “Save”.
Video Tutorial coming soon!
Manage Renewals for Contacts
Online
- In the “Contacts” section, click on a contact, or click the pencil-edit icon in their row.
- Select the pencil-icon edit button next to their name on their profile page.
- Scroll down to the 4th section of the edit form, and click the “Add” button to add a new Renewal.
- Fill in details for the Renewal.
- Click “Save”.
Video Tutorial
Mobile
For now, the mobile app only offers the renewal fields of FEI and Passport for Contacts. To add custom type renewals to your contacts, please do so via our online portal.
Manage Custom Renewal Types (online only)
- Click the “Settings” wheel at the top of the page, choose “Your Lists” from the left hand menu
- To add or edit renewal types for HORSES, select “Renewals” from the Horse Information submenu
- To add, fill in the “New Renewal Type” field, and click the “add new renewal type” button to save.
- To edit, click the pencil-edit icon, edit the name, and click “Save”.
- Coggins, FEI, Lease, and Passport are standard and cannot be edited or deleted.
- To add or edit renewal types for CONTACTS, select “Renewals” from the Contact Information submenu
- To add, fill in the “New Renewal Type” field, and click the “add new renewal type” button to save.
- To edit, click the pencil-edit icon, edit the name, click “Save”.
- FEI and Passport are standard and cannot be edited or deleted.
- These custom renewal types will be available in your list of renewals for horses and contacts
To learn more about customizing this and other lists, check out the “Your Lists” section of the Customize Settings & Lists page.
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!
