StableSecretary’s mobile app offers many of the same functions as the online platform.
Use the links and articles below to find out how to use all the features of the StableSecretary mobile app.
View our Mobile App playlist on YouTube for helpful how-to videos.
Horses
Add and manage horses: Manage Horses in the mobile app
View and share the Basic Information Sheet
Group by tag: Tags for Horses
Add Health records: Health Records
Add Service records (GO, Performance, and Professional): Service Records
Add Notes: Add Notes
Add Breeding Records: Breeding Records
View and sort records: Mobile Records
Renewal records: Renewals for Horses
How to add uploads and attachments: Attachments and Uploads for Horses
Contacts
Add and manage contacts: Manage Contacts in the mobile app
Owner groups: Owner Groups in the mobile app
Group by tag: Tags for Contacts
Renewal Records: Renewals for Contacts
How to add uploads and attachments to Contacts: Attachments and Uploads for Contacts
Schedule
Schedule vs Agenda vs Checklist
Reports
Run the Horse Health report in the mobile app
- Select “Health” from the Horse reports section.
- Set a start and end date to search within.
- Select horses individually or by tag.
- Select record types (more than one type can be added).
- Tap “Generate Report”.
- The report has 2 actions in the upper right: share and view.
- Use the up arrow icon to share the report.
- It can be viewed as a “week” calendar or list view by tapping the calendar/list icons.
Run the Due Dates report in the mobile app
- Select “Next Due” from the Horse reports section.
- Set the “show due dates until” to search out to.
- To capture next annual due dates like Coggins or renewals, set it at least a year out.
- Select horses individually or by tag. Contact’s next due dates are NOT included in this report.
- Select record types.
- The report can also be further filtered by primary vet or farrier but this is not required.
- The primary vet or primary farrier MUST be saved to the horse’s profile for that horse’s results to be included.
- Tap “Generate Report”.
- The report has 3 actions in the upper right: share, view, and sort.
- Tap the up arrow icon to share the report.
- It can be viewed as as a “week” calendar or list view by tapping the calendar/list icons.
- Sort this report by date or by horse, filter further as “show all”, “only show past due items”, or “hide past due items”.
Run the Horse Information report in the mobile app
- Select “Information” from the Horse reports section.
- Select horses individually or by tag.
- Select which information from each category to include.
- If no specific items are chosen, the report will generate with ALL by default.
- Tap “Generate Report”.
- This report can only be viewed within the mobile app. To share horse information, share from their profile.
Run the Horse Ownership report in the mobile app
The ownership report in the mobile app will open with ALL horses showing, by default. It can be filtered using the 3 line filter icon in the upper right within the report, by tag or by selecting horses individually.
Run the Temperatures report in the mobile app
- Select “Temperatures” from the Horse reports section.
- Set a start and end date to search within, select horses individually or by tag.
- To share this report, tap the up arrow icon in the upper right.
Financial Functions
For our Professional level subscribers, the mobile app offers 3 financial reports and the ability to receive payments / overpayments to create credits.
Receive payments in the mobile app: Mobile Payments
Run the Account Balances report in the mobile app
- Select “Account Balances” in the Financial reports section.
- The report only shows the current account balance for each contact. No further actions are available.
- The only actions that exist in the mobile app financial reports are to receive payments or link out to the online platform to access the full financial functions.
Run the Invoices report in the mobile app
- Select “Invoices” from the Financial reports section.
- The report is view only.
- Additional sort functions (to the left of the search bar) include:
- Sort by invoice date, invoice amount, balance due.
- Sort as All, Paid, Unpaid, Unsent.
- Search bar to search through the list by name of contact.
Run the Payments report in the mobile app
- Select “Payments” from the Financial reports section.
- The date range of the report can be set by tapping the date line at the top of the report.
- Payments can be filtered using the funnel icon by All, New Payment, Payment in Full, Payment by Credit.
- Search payments by contact name using the search bar.
- Tap on a payment to view it’s details. Payments can be deleted by tapping the trash can icon and double confirming in the pop-up.
Settings and Notifications
Notifications
View and manage push notifications settings in the Notifications list. Clicking the settings wheel icon in the upper right allows team members to opt in or out for various categories of notifications.
Settings
Under account info, team members can manage their name, email, password, and using a fingerprint or FaceID at sign-in.
For main account holders, the subscription settings option allows you to manage your subscription if you pay via Apple subscriptions or Google Play. Users who signed up via our website will be directed online to manage their subscription.
Manage tags: Tags for Horses and Tags for Contacts
Manage medicine and supplement defaults: Med/Supplement defaults
Manage schedule colors sets the default colors for schedule services, schedule appointments, and schedule tasks for that user. These changes apply to ONLY that user in the mobile app and online.
Adjust the background theme between dark, light, or system default to match phone settings.
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!
