Clients (horse owners)

Open Clients from the staff nav. In StableSync, horse owners are clients — never called “guests” in the product.

What a client is

A client is a person (or billing contact) tied to your barn organization:

• Contact info for the barn team
• Optional portal login (user_id) so they use Owner portal
• Links to one or more horses with ownership share and primary contact flags

List and search

• Search by client name, email, phone, or linked horse names.
• Portal badges show whether the owner is not invited, invited, or linked (account connected).

Add a client

1. Click Add Client.
2. Enter full name (required) and email when you plan to invite them to the portal.
3. Optional: phone, billing email, emergency contact, notes, contact preferences (mobile/home, prefer SMS/call/email).
4. Save, then open the client detail page.

Link horses

On the client detail (and horse workflows):

• Attach horses the person owns or boards under
• Set primary contact when multiple people share a horse
• Ownership share supports split billing scenarios

Horses without a linked client still appear for staff, but portal owners only see horses linked to their client record.

Portal invite

1. Ensure the client has an email (or billing email where used).
2. Use Invite to portal / Resend portal invite from the list or detail actions.
3. The owner signs up or signs in with that email and claims the client link.
4. Status becomes linked when user_id is set.

Portal owners can then view horses, care, shared documents, invoices, and messages — not staff tools.

Contact and billing fields

• Email — primary for portal invite and messages
• Billing email — optional alternate for invoices
• Phone + type and preferred contact method for the barn team
• Emergency contact for aisle emergencies
• Notes for staff-only context

Documents on a client

Client detail includes an entity documents panel for files scoped to that owner. Org-wide policies live under Settings → Documents (shared).

Tips

• Always use the owner’s real email before inviting — invite identity matches Auth email.
• Prefer one primary billing contact per household when possible.
• After invite, if the owner cannot see horses, check client_horses links on the detail page.

Related

• Horse owner portal
• Billing and invoices
• Barn documents