Barn Setup
Manage horses
Create horse records and keep status, suitability, and assignment details current.
Owner/AdminBarn ManagerHead TrainerAssistant TrainerGroom/Staff
Horse records help staff schedule appropriately, track assignments, and give owners useful context.
Only active horses should usually be available for assignment to lessons.
Horse owner links are separate from the member role: assign the Horse Owner/Leaser role first, then select that member on the horse record.
Steps
- 1Open Horses.
- 2Create a horse profile with the horse name and useful details.
- 3In Owners, select active members who already have the Horse Owner/Leaser role. Mark one selected member as Primary when there are multiple owners.
- 4Set the horse status to active when it should be available.
- 5Add level, discipline, notes, and suitability information when relevant.
- 6Assign horses from lesson creation or lesson detail workflows.
- 7Update or deactivate records when a horse leaves work, retires, or is unavailable.