Getting Started with Stable Manage

Getting Started with Stable Manage

So you’ve decided to make the jump to Stable Manage, you have logged in for the first time and you are presented with an empty schedule for today’s date. Panic sets in! … you have a few important questions:

  • What am I looking at?
  • What do I do?
  • How do I do things?

It might sound flippant put this way but a new user doesn’t know where things are yet, so this little article aims to give you enough pointers about the menus to help you get started!

The “main” menu

“Schedule” is visible as the selected page in the main menu by default because the Schedule is the default screen.

You can click on “Schedule” or the little black arrow to open the menu:

Main Menu

This menu gives you access to the main screens in Stable Manage:

  • Schedule – here you can view and update everything occuring at your yard on a selected day.
  • Allocations – here you can allocate horses to entries on your schedule on a selected day
  • Horses – your horses will be listed here:
    – the filter (search box) on the type right is useful on this screen.
  • Contacts – your contacts; professionals/service providers, suppliers, staff, students, clients – and anyone else who you might want to associate with an Entry on your schedule:
    – the filter (search box) on the type right is useful on this screen.
  • Facilities – the facilities at your yard; arenas, offices, stables, walkers, paddocks, and so on.
    Reports – this screen provides quick access to the various reports within Stable Manage, currently the following are available:
    – Horse History by Owner
    – Entry History by Service Provider Type
    – Horse History by Horse
    – Contact History
    – Horse Health Record
    – Horse Weight Record
  • Account – On the Account screen you can update the name and description of your yard.
    – You might have to scroll the menu with your finger or mousewheel to see this item because it’s at the bottom of the menu.

The “action” or “add” menu

This menu has a white “plus” symbol on a bright pink circular background. When clicked it opens up the menu which allows you to quickly add things to your account in Stable Manage:

Action Menu

When clicked the action menu will pop open a form, which defaults to “Add Schedule Entry” in the “What do you want to do?” dropdown list.

What Do You Want To Do?

From this list you can select any of the following:

  • Add Schedule Entry
  • Add Contact
  • Add Facility
  • Add Horse
  • Record Horse Weight
  • Record Horse Health

That’s really all there is to it – when you’re used to these two menus, you will find that you fly around Stable Manage in no time to produce the daily lists that your yard runs on, and for getting reports, to use for invoicing and all sorts of analysis about how your yard functions and uses resources.

For other articles including detailed guides showing how to add Schedule Entries, Horses and Contacts, please refer to Making the Jump to Stable Manage and check out our documentation by clicking here.