Equidentity Wiki

Welcome to the Equidentity project wiki. This documentation provides feature explanations and step-by-step guides for non-technical users.

Admin Dashboard

On mobile, the same dashboard is available through the native app:

Member Portal

Contents

• Horse Management: Creating, updating, and understanding horse records.
• Documents & Files: Uploading public images, sales vault documents, and private member files.
• Task Management: Creating and completing daily chores and recurring tasks.
• Staff View: The dedicated workspace grooms and yard hands use to run the day.
• Health Records: Managing vaccination and farrier appointments.
• Page Editor Blocks: Designing website pages using visual blocks.
• Panel Language: Switching the admin, staff, and member panels between English, French, and Dutch.

Communication

• Announcements: Broadcasting stable-wide updates with daily push notifications.
• Member Messages: Private two-way messaging between members and admins.

Stables

• Members: Managing clients, staff, and admins.
• Stable Terms: Managing liability waivers and tracking member acceptance.
• Boarded Horses: Managing physical stalls and feed configurations.
• Paddock Reservations: Booking riding arenas and managing area capacities.

Lessons (PRO)

• Lessons Overview: What the Lessons module is and how it fits inside the Events area.
• Creating & Managing Lessons: Scheduling lessons, viewing rosters, and marking attendance.
• Lesson-Card Packages: Defining credit bundles and how they appear on monthly invoices.
• Booking a Lesson: How members buy credits and reserve a spot.
• Cancellation Policy: The cancellation window, late-cancel rules, and no-show handling.

Invoicing & Billing

• Service Catalog: Defining prices, VAT rates, and billing units.
• Boarding Contracts: Monthly recurring charges and automatic proration.
• Auto-Capture & Manual Charges: Logging extra services throughout the month.
• Invoice Generation: The automated monthly run, drafts, and PDF generation.
• Voiding & Credit Notes: Reversing issued invoices with compliant credit notes.
• Billit Integration: Connecting Billit for B2B e-invoicing and payment-status sync.

Breeding (Alpha)

• Stallion Presentation & Match My Mare: Showcasing stallions and managing insemination inquiries.