Farrierweb set-up guide


We have put this guide together to help you get set up












  1. 1,Settings
  2. 2,Adding clients
  3. 3,Making bookings
  4. 4,Sending invoices
  5. 5,Logging expenses
  6. 6,Setting up payments
  7. 7,Writing your terms and conditions










1, Settings (top right of your screen)


  • My details – you will need to add your business address and other personal information which will show on your invoices and your yearend information also
  • Prices – first thing you need to do is add at least one price for a job and the time you expect that job to take e.g. 4 new shoes – £85.00 – 1 hour, next 4 feet trimmed and balanced – £35.00 – 20 minutes, so on and so on.
  • Booking –you will need to add the days you want to show in your diary, when you start and when you finish, if you want a lunch hour then select that, should you allow your clients to book their own appointments you need to set your travel time limit.
  • Your Logo – this is where you can personalize your invoices and your home page with your business logo
  • SMS – here your choose when text messages are sent out and what they say, see the blog for tips and examples
  • Payments – you can add your bank details to your invoices and set up a stripe account to allow your clients to pay through the site, see my blog for more information – https://farrierweb.com/blog/
  • T&C’S and refund policy – I’ve added my own to the blog on for you to read or you can pay a professional to write one for you https://farrierweb.com/blog/




2, Adding clients


There are three ways to add clients:

  1. from a .csv file (Exel spreadsheet) you can add their number, address etc. and upload all your clients in one go
  2. upload them one at a time It’s very simple and you only need their name and email address to set them up if you’re in a hurry, they can log on and fill the rest in at a later date (tip: a post code for the horses is necessary for booking appointments)
  3. Create a “custom invoice” this will add the horses at the same time so you don’t have to add them after you’ve created an account for a client.


If your client doesn’t have an email or doesn’t want to be contacted create an account with an @test email, for example mrsmith@test.comthis email will go to no one and you will have a client to book appointments with


If you have a yard and want to make a group booking create an account titled the yard, for example “farrierweb livery” create your account with a @test email e.g. farrierweblivery@test.comand then add the horses manually within the client, then go to settings and add the clients emails and mobile numbers so they can receive the booking information and reminders








4, Making bookings


When setting a booking up you select “create booking” from the diary view and then you’re on the booking page, then slect the client, the horse, job you intend to do (this is where the time allocation for the job is needed) then date, if you want to add notes you can then you go to next and onto the next page where you select the time.


If you have jobs booked in the diary the times will be missing from the list.


If you create an appointment and need to move it, you can move it up and down on that day eith the arrows and save.


If you need to change the date, select the “I” icon and select the date within the booking and choose a different date.


TIP: you will need to make sure the horse’s are added to the client and have the correct postcode or when you set up your appointments your travel distances will be out.










4, Sending invoices


Sending invoices is very simple, if you have made a booking you will have chosen the horse for the client and he work you are expected to do so when you press complete on the appointment you will then have an option to create and invoice and the info is pulled through, all you then need to do is check it and send it.


You choose the interest and deadline on each invoice and you can add custom work to the description box plus picture which will be saved in the clients profile.


TIP: when you set up your prices you can add different prices with different names for individual clients or agreements you have. For example: I offer 5% discount for clients who pay at the time of the appointment and I have jobs listed “4 new shoes” and “4 new shoes (including 5% discount)




5, Logging expenses


Logging expenses is very straight forward, you can take a picture of your receipt and upload it, check the details and save


If you dint want to take a picture you can enter the expense manually it’s your choice



6, Setting up payments


Setting up your stripe account is an option and if you look at the blog page there is a set up guide to Stripe: https://farrierweb.com/blog/


Adding your BACS details to the payment info will mean they show on your invoices then it’s up to you to mark the invoice off as paid once you have received the payment




7, Terms and conditions


Terms and conditions are a set of rules and statements that possible users of your service will have to follow and agree to if they wish to use the service. Establishing terms and conditions is an important aspect of business, and any time you are providing a service to other people or organizations, you should require their acceptance of your terms and conditions. In order to write good terms and conditions, you will have to understand when they are useful, what types of provisions will apply to your situation, where they should be located, and how they will be accessed. Once you have a good grasp of your personal situation, you will begin writing the various provisions and clauses that will make up your terms and conditions. Follow the directions below to create a personalized set of terms and conditions.(https://www.wikihow.com/Write-Terms-and-Conditions)


See the blog page for the full article: https://farrierweb.com/blog/













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