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Support for Riding Centre Booking System

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How to get started on the LIVE system

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For anyone who has now bought into our system you’re going to need to make a plan to launch it LIVE.

That’s not simply about knowing what buttons to click but how to make our system feel more like your current workflow. Check this out.

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General system info.

Is your IT kit ready to work

What kit do I need

Setting up a multi user network

Remote access to the system for clients and or staff

PC and network security

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Managing lessons

Lesson templates

Shuffling things around is easy

Email staff their days lesson plans

Validate or checking the day for errors

Different lesson views

Deleting a batch of lessons

Print tack room sheets

Print instructor sheets

Compare weekly lessons

Adding a warning note/prompt by a riders name

Offering a make up lesson

Adding working livery lessons

Letting clients book online

Cancelling a rider from a lesson

Moving an entire lesson with riders

Shortening a lesson

Repeating a rider forward to future lessons quickly

BLOCK BOOKING – blocking out lessons with riders when you don’t have their names

Handling a visit from a local school or group

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Handling money

Payment types explained

Using credits on a Special Scheme

Print the end of day cash sheet

Using direct debits

Auto payment types

Special credit types

Refunding a credit when a rider is deleted from a lesson

Sharing credit between riders

Taking pre-payments

Someone has not yet paid their bulk payment

Client is unable to pay for their lesson

Client is unable to pay for their entire lesson

Taking a mixed payment

Hat and boot rental

Managing refunds

Taking a deposit over the phone and the rest on the day of the lesson

Transferring a credit to another rider

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Clients

Adding a new rider/livery client

Searching for clients

Checking up on clients bookings

How much has this client spent lately

Arranging a Call Back

Set a client as a member

Checking on when clients details were last updated

Accident reports

Assess or re-assess a client

Adding dated notes to a clients record

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Livery & Billing

The Billing system explained

Set a client as a Livery

Set a horse as a Livery

Linking a horse to a client

Create a Billing group

Adding riders to a billing group

Creating a bill

Linking care extras

Linking Lessons and Invoice extras

Adding extras to a bill

Giving a discount on a bill

Managing payments received

Tracking late payments

Handling a school visit

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Airport screen

Setting up a screen

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Care

Regular care routines

Adding a new care routine

Completing a care routine

Repeating a routine

Linking care costs to livery and horse shares

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GIft vouchers

Adding a gift voucher

Using a gift voucher

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Lesson planning methods

A fixed lesson plan and lesson packages

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Horses

Adding a new horse

What has a horse earned you

Assign a horse to an instructor on a lesson

Mucking out list

Working out horse hours

Bulk change horses already assigned to lessons

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Staff

Adding staff as a client

Adding staff holidays

Bulk change staff already assigned to lessons

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Lesson planning methods

A fixed lesson plan and lesson packages

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Trail riding and trekking lessons

Planning your lesson names for trail riding / hacking centre setup

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Birthday and Hen parties

Working with kids horse parties

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Schools or club visits

Managing bookings for schools or club visits

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Hat and tack checks

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Bug fixes

Lesson templates page not loading Lesson planner showing an error code

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Riding centre software SUPPORT form!
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