The Schedule shows many event types, like tasks, appointments, service events, next due dates, reminders, recurring records, repeating events, and entry due dates and show days for Competitions.
The Schedule can be viewed in 3 modes: schedule, agenda, and checklist (mobile app only).
How to use the StableSecretary Schedule – Watch Video
Basic Events
Add Basic events
The “Add Basic Events” form can be used online to add basic details for service1, appointment, or task events.
The basic details include:
- Date of event.
- Time of event or “All Day”, duration of event.
- Horses, Participants, Admin-by.
- Service, if by service2.
- Description box for further instructions, color code drop menu.
Toggle “Add Events by horse” to select multiple horses and generate an event line for each one.
Use “apply to all” to fill in the same value for all records.
Use the “Add Another” button to add additional rows to create more Basic events.
Click “Save events” to finalize all the events.
Click the “View popup Schedule” link to open the schedule in a new window to quickly see the new events in the calendar or agenda.
Video Tutorial
Basic Events
Detailed Events
Appointments, Tasks, and Service Events can also be added using the “Add Detailed Event” form.
The Detailed Event form is available online and on the mobile app.
Online
There are 2 ways to add a detailed event online:
- Use the “Add Detailed Event” button at the top left of the schedule, select which type of event from the dropdown: appointment, service2, task, and fil out the form.
- Double click in the specific day on the calendar to open the form and fill it out.
The “Add Detailed event” form includes all the fields from the Basic Event from, plus the following:
- Toggle email notifications on/off.
- Toggle reminders on/off (Reminders appear 3 days before the event).
- Assign resources to this event.
- Enter comments.
- Duration time slots in 15 minute windows.
- Set the event as repeating.
Video Tutorial
Detailed Events online
To Edit events: Click on the event to open the detailed event form, make the needed changes, click “update” in the upper right.
To Duplicate events: Hover over the event, right click with the mouse, click “duplicate event”. The event will be duplicated on the same day, same time. Double click on the event to edit it and send it to the right time on the schedule.
To Delete events: Click on the event to open the detailed event form. Use the trash can icon at the bottom to delete.
Creating events in the Mobile App
Only the detailed event form is available to create events in the mobile app. It contains all the same fields as the online create form.
To create an event in the mobile app:
- Use the big “+”, choose the event type from the menu, fill out the form, tap “Save”.
- Within the schedule, tap the small “+” in the upper right, choose event type, fill out the form, tap “Save”.
To edit or delete events, tap on them, make any changes needed and tap “save”, or use the trash can icon in the upper right to delete.
View these related pages for mobile events: Schedule in the mobile app The Mobile Checklist
Create Service Records from Scheduled Service Events
At the Performance and Professional levels, use the Agenda view online to create Service Records from Service Events.
- To Create Records from individual Events, click the “Add Service Record” button for each individual event.
- To Create Records for a selected time period on Agenda, use the “Create Service Records” button in the Schedule toolbar. A popup menu will show that period’s service records. Toggle on/off to select which events to convert.
- Records can be created in a month’s or week’s worth of events. If there are A LOT of events to convert, please do them as a week’s worth batch to ensure the fastest conversion.
- Click “create records” to go to the Review Records page to double check horses/accounts/and other details. Follow the prompts and advisory messages to confirm your Service Records will be accurate.
Video Tutorial
Create Records from Service Events
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!
- Service events are directly linked to a specific service being done, it is a required field. Although adding service records are only available at the Professional, Performance, and GO subscription levels, the “add service events” ability exists for all subscription levels in the schedule. **The GO and Essentials subscriptions do not allow the user to access the “Services & Prices” custom list in settings to create services**. ↩︎
- See footnote 1 about service events. ↩︎
- See footnote 1 about service events. ↩︎
