Skip to main content

Getting Started

This guide walks you through setting up your Canterly workspace from scratch.

1. Create your account​

Visit canterly.com and sign up for an account. During registration you'll:

  • Choose your region (affects data residency)
  • Provide your facility name and basic contact details
  • Confirm your email address

2. Set up your workspace​

Your workspace is your facility's private environment inside Canterly. Everything — horses, clients, staff, bookings — lives within it.

After signing in, the setup wizard will guide you through:

  1. Facility profile — name, location, and contact info
  2. Invite your team — add staff members and assign roles
  3. Add your horses — import or enter your horse roster
  4. Configure your services — define the products you offer

See Workspace Settings for full details.

3. Add your horses and clients​

Your horses and clients are the foundation of everything in Canterly.

  • Go to Horses and add each horse with their details, care notes, and training history.
  • Go to Clients and create profiles for riders, lessees, and boarders.

See Horses & Clients for guidance.

4. Define your products and services​

Before you can take bookings or raise invoices, you need to configure what you offer:

  • Lessons (group or private)
  • Boarding packages
  • Leases
  • Memberships
  • Care services

See Products & Services.

5. Start taking bookings​

Once your horses and products are set up, you can open bookings for clients. Canterly's smart booking engine automatically assigns horses based on availability and client preferences.

See Booking.

6. Configure billing​

Connect Stripe to accept online payments and set up recurring billing for boarding and memberships.

See Billing & Payments.

:::tip Need help? Contact the Canterly team at canterly.com. :::