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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.
Every #FeatureFocusFriday we focus on a particular feature in At The Yard, exploring how you can use it for your yard. This week we’re looking at the Yard Events feature.
Every day there is something going on, from vets and dentists visits all the way through to construction work that might be taking place. Keeping everyone informed is essential for keeping a harmonious and safe environment for everyone (both horses and people).
Making a New Event
Any user can make an event. In this example, we are going to make an event for the entire yard as a staff member. Step 1 is going to the “Staff” menu and clicking on ‘Yard Events’.
And then click on ‘New Event’.
This brings up the ‘Yard Event’ page which allows you to enter the details of the event; time, date, duration, description and user to which it applies (if applicable). Finally it has the option to tick the ‘Public’ button. When ticked it’ll make this event visible to every single user at your yard - great for when something is happening yard wide.
And that’s all there is to it. The event will now be visible to staff and liveries alike and everyone will be kept informed of the construction work (or whatever’s happening at your yard).
Like all features in At The Yard the aim of the events system is to make things quick, easy and simple. In this case it’s getting information to your liveries in a timely and visible fashion, helping keep livery satisfaction high whilst saving you time.
See you next Friday!
As the year and indeed the decade draws to an end we’ve been taking some time to look back at At The Yard in 2019, all the features we’ve released and our highlights from the year.
There were lots of other little changes, bug fixes and improvements made throughout the year which didn’t make the cut here or in our other blog posts but they all contributed to expanding and improving At The Yard for our customers.
A highlight for us this year was attending our first show, the Wellington Country Fair & Horse Trials in August. It was great meeting and talking to lots of you as well as spending time with some or our professional colleagues who provide other services to the equine community.
It was also one of the hottest days of the year so we certainly put in the sweat equity over the three days - but we didn’t complain as we also had a brilliant view of the arena and the excellent show jumping that was going on in it.
With the start of the new year and new decade we couldn’t be more excited about what we’ve got planned for At The Yard. We can’t wait to share it all with you.
See you in 2020. We wish you all a fantastic new year!