How does Stable Secretary handle client payments and financial reporting for professional barns?
Stable Secretary's Professional plan allows users to create invoices, record payments, and offer clients the option to make online payments through integrations with Stripe and Elavon. It also enables exporting invoice items and received payments directly to QuickBooks Online for comprehensive financial management and reporting.
Can I customize the types of health records I track for my horses, or are there predefined categories?
Stable Secretary offers a robust set of customizable preset fields for tracking various health aspects, including specific categories like joint injections. While there are essential health records available across plans, the depth and variety of health categories, such as breeding records, vary by subscription level, with Performance and Professional plans offering more extensive options.
What kind of access control does Stable Secretary provide for different team members, such as grooms, vets, or owners?
Stable Secretary allows you to add staff, service providers (like vets and farriers), and owners/clients as Team Members. You can define specific 'add, edit, and view' permissions for each individual, ensuring they only access the information relevant to their role, such as horse information, schedules, or financial data.
If I have a large amount of existing data, how can I get it into Stable Secretary without manual input?
Stable Secretary offers an optional Data Entry service. You can send your existing information via email or text, and their team will handle the inputting for you, including historical records and even invoicing, to ensure a smooth transition and immediate utilization of the software's benefits.
Does Stable Secretary support client self-service for booking appointments or viewing invoices?
Yes, Stable Secretary includes features for client self-service. Clients can be invited to book timeslots through a dedicated Client Booking Portal and can also pay invoices directly via their Client Invoice Portal, streamlining interactions and reducing administrative overhead.