Contact details

This page shows all information for a single contact, personal or business, including address, invoicing settings, owned horses and any orders. Use it when you need to view, edit, copy or manage the contact.

What’s on this page

• General: the contact’s personal or business data (name, address, email, phone, invoice language, etc.) and quick actions Edit, Reactivate (if hidden) and Copy.
• Owned horses: list of the horses owned by this contact; tap a horse to open its details.
• Orders: list of shop and breeding orders placed by this contact.

Common tasks

Edit a contact

1. Click the Edit button (pencil icon) in the General tile.
2. Change the fields in the pop‑up window and click Save.

Copy a contact’s details

1. Click the Copy button in the General tile.
2. The contact’s information is copied to your clipboard and can be pasted elsewhere.

Invite the contact to create an account

1. Click the Create account button at the top of the page (admin only).
2. Fill in the invitation form and click Invite.

Good to know

• Edit and Delete actions only appear if you have permission to manage contacts; Delete is also hidden for internal company contacts and for the primary invoicing contact.
• Create account appears only for admins and only when the contact does not already have a user account or a pending invitation.
• A Deleted badge means the contact is hidden; you can restore it with the Reactivate button (play icon) in the General tile.
• If the contact is linked to accounting software and the sync status is out of sync, a warning with a Sync now button appears – click it to synchronize the data.

Invite

Invite an existing contact to create a user account for your organization.

Email address

• Enter the address that will receive the invitation; if the contact currently has no email, this address is also saved for them.

Show in planning

• Tick the box to make the new user appear in the staff activity planning view.

Stables

• Choose which stables the user may access; leave empty to give access to all stables. The field is hidden when there is only one stable and the user will automatically get it.

Roles

• Select one or more roles; the chosen roles determine the permissions the user will have.

After saving

• An invitation email is sent; after the contact accepts, they become a user and show up in the staff list.

More on this page

• Horse ownership