Horses & Clients
The System of Record is at the heart of Canterly. Every horse and every client has a rich profile that flows through bookings, scheduling, and billing.
Horses
Adding a horse
From the Horses section, click Add Horse and fill in:
- Name and stable name
- Breed, colour, date of birth
- Owner (linked to a client profile if applicable)
- Care notes — feeding, health, special requirements
- Training level — used for smart horse-to-rider matching
Horse profiles
Each horse profile contains:
| Section | Details |
|---|---|
| Overview | Basic info, photos, ownership |
| Care History | Vet visits, farrier appointments, medical notes |
| Training Records | Progress notes and training history |
| Schedule | Upcoming bookings and lessons |
| Documents | Uploaded files (passports, vet certificates) |
Horse availability
Horses can be marked as unavailable for specific dates (e.g. rest days, veterinary appointments). Availability is respected automatically by the booking engine.
Clients
Adding a client
From the Clients section, click Add Client and fill in:
- Full name and contact details
- Riding experience level
- Emergency contact
- Horse preferences (optional)
Client profiles
| Section | Details |
|---|---|
| Overview | Contact info, notes, experience level |
| Bookings | All past and upcoming bookings |
| Invoices | Billing history and outstanding balances |
| Leases | Active horse lease agreements |
Linking clients to horses
Clients can be linked to specific horses via ownership or lease agreements. These relationships are used by the booking engine when assigning horses.