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A few weeks ago we added the ability to share horses; between liveries, to the whole yard or for a syndicate group of owners.
All the sharing options are setup in the management horse view. To get to this view go to the menu and click Management -> Yard Horses and click on Show on the horse you’re sharing.
Scroll down and find the Add Share button to set it up. On this page you’ll have all the sharing options in the system with which you can configure your shares. The rest of this post will look at the different sharing scenarios available to you.
This scenario is used when you have a livery on your yard who has a private sharer. You can set the sharer an account up and then share your liveries horse to the new sharers account. The sharer will then be able to book lessons, purchase products etc. with/for that horse.
This scenario can be used for yards which offer yard horses as part of a membership to the yard. Once setup every user at the yard can access the shared horse to book facilities (the school) or order services (a lesson) with/for that horse.
Syndicate horses are horses that are owned by a group of users. A key element of these horses is that everything involved in the horses upkeep must be billed to the horse and then split amongst the syndicate owners. When it comes to billing time At The Yard will automatically split the bill amongst the syndicates. Take a look at the video below to see how.
P.S. If you've stumbled across this page and have your own livery yard we'd love to show you more. At The Yard is the game changing equine livery yard management app that we promise will save you time and money. Please visit our contact page and get in touch.
Following on with our tradition of being late with #FeatureFocusFriday today (a Saturday 😂) we’re looking at how to change the size of the logo used on your invoices. It’s really quick and easy but can have a significant impact on the look of your invoices.
Move the slider back and forth to change the size of the logo. When you’re happy with it’s size click update.
“No Man is an Island”
— John Donne
No man (or women) is an island and either is a yard owner. It takes many people from the owner, to grooms through to perhaps your bookkeeper or accountant. With At The Yard you can add all your team to the system with their own account.
This guide will show you how to setup an additional admin user but the same principle can be used to create users with any roles (e.g staff users).
Step 1 - Go to the Admin Users Page
Click on the Admin button and click on Users.
Step 2 - Creating a new user
Note: You may be able to skip this step if you’ve already created your user and only wish to make that user an admin.
Click on ‘Create a Non-Login User’.
Fill in the new users information.
When finished click on ‘Create User’. It’ll go back to the admin users page. Find your new users and click on ‘Manage User’
Navigate through the page to find the ‘Manage User’ box, within that box click on ‘Allow user to login’.
At this point you’ll need to log out of your original At The Yard account by clicking on your name and clicking Sign Out.
You’ll have received an email asking you to set a password. Simply follow the instructions and you’ll have a new user in the system.
You will then need to then log out of your new account and log back into your original admin account before proceeding with step 3.
Step 3 - Making the user an admin
Once you’ve logged back in as your original admin user go back to the Admin Users page and find your new user. Once again click on ‘Manage User’ at the end of their row. This will load the new user management page. Find the Manage User box and this time click on ‘Edit User’.
Scroll to the bottom and find the section call ‘User Roles’, by default it’ll only have the User box ticked. Select all the boxes for the roles your new user requires. It is our recommendation to include all roles (apart from Assistant) for an admin user (e.g for an admin user tick Admin, User, Manager and Staff).
Click on ‘Update User’ and that will save the users new roles.
The user has now been made an admin. You can log out of your original account and login with your new user and you’ll have access to everything you need to get your job done.
Today we’ve released an update to the Horse Database.
This update allows you to store Rich Text and images in the horse database (much like you’ll be used to in any word processor etc).
To explain how it works and what you can do with it we’ve made a quick video:
We think this new feature will let you better update your customers and keep more comprehensive records. For example you can:
We’re sure you’ll find lots of other uses we could never think of. We can’t wait to see what you do with it. As always if you have any questions or suggestions please get in touch!
Today we’re releasing a new feature - Service Assignments. This new feature allows you to assign the services that need fulfilling at your yard to the staff members responsible for their completion.
As always, we know that every yard is different. That’s why we’ve added a comprehensive set of assignment types to encapsulate the way you want your yard to work.
Assign Once allows you to assign a staff member to a single instance of a request for a service.
Assign For A Subscription allows you to assign the staff member to complete this task for every occurrence in a particular subscription. For example, if a subscription for a Turn Out every Monday, Wednesday and Friday this assignment type will have the staff member complete the task on those three days.
Assign For All A Horse's Services assigns the staff member to complete all the services requested for a horse. This is useful, for example, if you have a staff member dedicated to looking after a particular horse.
Assign For All Requests For A Service assigns a staff member to complete all the requests for a particular service. This is useful if you have specialist staff, such as a dentist or farrier who are the only ones qualified to complete a particular task.
Assign For All Services On A Day assigns a staff member to complete all the services requested on a particular day. This is useful if you're setting up the working rota and want to assign the member of staff who works on that day.
Both making of and viewing assignments is done through the service forecast view
From this view you click on any of the Assign buttons shown to you. Your choice of button will effect certain types of assignments.
For example, if you’re making a day assignment the day on which you press the button will set the day you’re making the assignment for.
Likewise, if you’re making a horse assignment the button you choose will select which horse you’re making it for.
Whatever button you click you’ll get the Assignments page (shown below). This page outlines the details of each assignment type so you can always be sure you’re making the correct choice.
From here you can choose the type of assignment you wish to make, for this example we’re going to make a horse type assignment by clicking the Assign For All This Horse’s Services button. You’ll be shown the Assignment screen (shown below). This screen will change slightly depending on the type of assignment your making but the principals remain the same.
The first thing you need to do is choose the user to whom you are assigning the task to. Then the date the assignment starts (and stops) and the days of the week the assignment applies (allowing you to have different weekday and weekend staff for example).
Once you’re ready click Submit and the assignment is complete. You can now return to any of the Forecast views and see the assignments. Each assignment is shown by the staff members personal icon (in the example below the ATY jumping horse).
As you can see everything requested for Ginger The Horse is now assigned to Yard Admin.
If you want to make a change to an existing assignment you have two choices.
The first is to simply repeat the process and make a new assignment. The most recent assignment will override older ones and so making a new one will be sufficient (except in certain cases which are explained in the choice screen).
The other is to go under the management tab and click on Assignments. This screen will show you all the existing assignments, allow you to edit them and also to remove them.
The assignments feature is one that’s been requested by lots of different yards so we’re excited to be releasing it.
We’ve got some more tweaks coming soon to allow you to filter the forecasts to the tasks assigned to a particular user along with a few other usability features so check back soon for the next update.
The assignment filtering has now been added to the staff calendar view. This will allow you, for example, to see what’s been assigned to a member of staff and more importantly what’s yet to been assigned to anyone.