Add a Procedure

1. Click the blue +ADD button
2. Fill in all the relevant fields

Setting Up a Repeat Procedure

• Tick the Repeat box

• The procedure will be automatically scheduled for the selected horses within the specified date range

• Procedures will be created at the set time for each day between the From Date and To Date

• If billable, the cost will be applied for each scheduled procedure until the end date

Adding a Custom Procedure

• If the procedure is not already listed, click Add New and enter the relevant details
• Press Save

Adding Billing to a Procedure

• When adding a new procedure, toggle the Billing Detail section ON
• Select a Billing Item and enter the required pricing and quantity details
• Click Save once all details are entered and confirmed
• Attachments can be added under the Attachments section if required

Note: The Price Exc Tax will automatically pull from your Inventory, where you have entered your prices. If you have imported your inventory from Xero, the prices will sync accordingly

Note: When creating a cost, trainers can attach receipts, invoices, or illustrative images to help the recipient better understand the charge.

Next Visit

After completing this procedure, you can either schedule the next visit or set a reminder.

Scroll to the bottom and click Schedule Next Visit. The system will automatically copy the details from the current procedure.

If you would like to set a reminder, turn the Schedule Reminder toggle ON and enter the desired date and time. The system will then send a notification at the scheduled time.

If you do not want to use the same details as the current procedure (for example, if you need to adjust medical dosage or update the routine for the next visit), switch Auto Clone Procedure OFF. The full procedure details will then become editable, allowing you to make the necessary changes.

Once done, click Schedule to confirm.

You can create a Next Visit while adding a new procedure, or at any time for procedures that have already been created.