Frequently Asked Questions

Everything you need to know about managing your barn with HayNet — the all-in-one equestrian business management app.

General

Is HayNet available on both mobile and web?

Yes. HayNet is available on the Apple App Store (iOS) and Google Play Store (Android) as well as available via our web app in your browser at https://app.haynet.horse. Your clients, trainers, and staff can all access HayNet from whatever device they use.

How does HayNet save me time and money every month?

HayNet automates the tasks that eat up your evenings and weekends:

  • Automated invoicing — billable services are tracked and invoiced without manual data entry, so you never forget to bill for a lesson, training ride, or school horse fee
  • Self-service scheduling — clients book their own lessons and view open availability, reducing the constant back-and-forth texts and phone calls
  • Automatic record keeping — records are created from events as they happen, giving you a searchable history with no extra effort
  • Prepaid package tracking — token balances update automatically when clients book and attend, so you don't have to track packages on paper or in spreadsheets
  • Cancellation policy enforcement — late cancellation fees are applied automatically, protecting your revenue from chronic no-shows
  • Accurate bookkeeping & financial data — every charge, payment, and reimbursement is tracked in HayNet's ledger automatically, giving you clean financial records without manual reconciliation. Combined with automated record keeping, you spend less time sorting through paperwork and more time confident that your books are right — which means fewer costly errors at tax time

The result: less time on admin, fewer missed charges, and more time actually working with horses.

There are lots of barn management apps out there. Why should I choose HayNet?

Built by horse (and tech) people, for horse people. HayNet isn't a generic business tool adapted for barns — it was designed from the ground up for the way lesson, training, and show barns actually operate. We understand that most of the competition can say the same "built by horse people for horse people." However, we are also top industry tech professionals who have built very successful careers as senior, principal, and staff level engineers. We have experience working at organizations from early stage startups through IPO to large corporate organizations with a lot of processes in place. We've built major apps from the ground up through launch — many of which you probably use on a regular basis. We've seen it all and know how to engineer, build, and maintain great software as a result.

True all-in-one platform. Scheduling, automated invoicing, board billing, prepaid service package management, arena location resource management, horse records, client communication, family accounts, financial metrics, records, and reporting — all in a single app. No duct-taping three or four tools together.

Automation that actually works. Invoices generate themselves. Records create themselves. Cancellation policies enforce themselves. School horse fees apply themselves. You spend less time on admin and more time teaching students and training horses, or maybe even have a moment for yourself.

Transparent pricing and fees. Our Operations Fee model means you can pass processing costs to clients clearly and fairly, or absorb them — your choice, making HayNet completely free or extremely low cost.

Cross platform—Everywhere you need it to be. HayNet is available on iOS, Android and in your web browser, so your whole team and all your clients can access it from anywhere, anytime.

I have (or am a member of) multiple organizations that use HayNet. Do I need to create separate logins for each?

No. One HayNet account can be used across multiple organizations. If you're a trainer at one barn and a client at another, you log in once and switch between organizations within the app. Your roles and permissions are managed independently for each organization.

How do I get started with HayNet?

Download HayNet from the App Store or Google Play, create your account, and set up your organization. From there, invite your clients and staff, configure your Event Products, Board Products, billing preferences and barn settings. Visit our YouTube channel and check out the playlist titled "Setup Guide: Getting started." If you need additional help getting started, reach out to our team at help@haynet.horse — we're happy to walk you through setup or answer any questions you might have.

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💰 Billing & Invoicing

How are automated invoices generated?

HayNet automatically tracks every billable service — lessons, training sessions, school horse fees, and add-ons — as events are completed and finalized. These charges are collected as pending invoice line items and compiled into a Stripe invoice on your configured billing cycle date. The invoice is then sent to the client automatically. No manual entry required.

In addition to event-based charges, recurring subscription items — such as board, board add-ons (extra feedings, upgraded amenities, etc.), prepaid service packages and other subscription (recurring charge) based options — are also automatically invoiced according to their recurring cycle.

Can I add or remove items from an automated invoice?

Yes. Before an automated invoice is finalized and sent, you can review and adjust the pending line items. You can add manual line items (one-time charges, adjustments, credits, etc.) or remove items that shouldn't be billed. Each event's billing configuration also supports add-ons that are automatically included when applicable.

How does split/show billing work?

HayNet's Group Billing feature lets you bulk add charges and/or split costs among a billing group of people and/or horses in the way that makes sense for your situation. Bulk charge by selected users or horses. Split charges by selected users, horses, manually enter the number of weighted units, or any combo. Split methods include:

  • Per User, Per Equine, or Both — costs divided equally among selected users and/or horses
  • Weighted — assign custom weights to allocate costs in any ratio you need
  • Combo — combine any of the above methods to make it easy to assign the appropriate charges for any situation

This is especially useful for show billing, where expenses like hauling, deposits, and show logistic fees need to be bulk charged or divided among multiple clients or horses.

How do I set my automated invoice billing cycle date?

Go to your organization billing settings (Manage → Billing & Invoice Settings) and set your preferred billing cycle. You can choose your invoice day (e.g., the 1st, 15th, or any date) and billing period (monthly, weekly, etc.). You can also override the org-wide setting on a per-event basis on the individual Event Product's settings if certain programs require a different billing cycle.

Am I able to quickly see who has paid their invoice and who is past due?

Yes. HayNet tracks invoice status in real time — you can see at a glance which invoices are paid, pending, or past due. You can also configure automatic late fees (a fixed amount, a percentage, or both). To see your invoice status go to Manage → Billing & Invoices. To set invoice late fees navigate to Manage → Billing & Invoice Settings.

How do I modify a client's monthly recurring charges?

Navigate to the client's subscription section under Manage → Subscription Management. From there you can add, remove, or update service products, board items, board add-ons, and package subscriptions assigned to a client. Changes take effect on the next billing cycle. Each subscription tracks its own billing period, start date, and status.

Tip: We recommend aligning the cycle start dates for a client's subscriptions that share the same billing period. This consolidates their charges into fewer invoices, making things cleaner for both you and your clients.

Can clients view and pay their invoices online?

Yes. Clients receive invoice notifications and emails and can view the full invoice breakdown directly in the HayNet app or the link sent in the invoice email. They can pay by ACH, credit, or debit card right from their phone. Invoices can also be paid using the emailed link without needing to have the app installed or register an account. This is useful if someone outside of the organization is the bill payer.

Does HayNet support late fees on overdue invoices?

Yes. You can configure automatic late fees for all invoices — choose a fixed amount, a percentage, or both. Late fees are applied automatically and reminder emails and notifications are auto-sent so you don't have to chase down overdue payments yourself.

What if I need to manually add charges or create a one-off invoice? Can I do that?

Yes. If a client already has a draft invoice (one that hasn't been sent yet), you can add manual line items directly to it. If there's no draft invoice or you'd prefer to keep the charges separate, you can create a standalone manual invoice at any time. Add as many line items as you need — one-time charges for things like medication purchases from the vet, supplement orders, or tack purchases. For each line item, you can specify whether it is a charge or a reimbursement. This distinction matters at tax time: reimbursements are pass-through costs (like medication you purchased on behalf of a client or a show fee you fronted), and marking them correctly ensures they aren't counted as taxable revenue.

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💳 Pricing & Fees

How much does HayNet cost?

There are no monthly fees or one-time charges to use HayNet. We do charge processing fees for payments processed through the platform. See "What are your processing and platform fees?" below for a detailed breakdown.

So you're telling me HayNet is free to use?

Yes, that's correct. With no one-time charges and no monthly fees, HayNet doesn't cost you anything to use. The only fees you'll incur are processing fees when you use our billing features — and even those can be transparently passed through to your clients. That means HayNet can be completely, 100% cost-free for you, the business owner. You get a full-featured stable management platform at an extremely low to no cost.

Why aren't we charging more?

We believe the horse industry needs a system that truly improves not only the operational efficiency of day-to-day business, but also the strength and resilience of balance sheets and overall financial health. We want to provide the best business tools designed specifically for the unique equestrian industry at the lowest cost possible.

We are equestrians and we are top industry software engineers. We knew we could build a fully integrated end-to-end system that operates like a business in a box for the smallest to the largest organizations. As equestrians ourselves, we want to see lesson programs be able to afford to keep school horses again should they choose to, and operate in a way that feels sustainable rather than feeling as though the only way forward is to continuously raise prices to make ends meet.

HayNet is ever evolving and rapidly developing, so if there's a feature you need, let us know — it may already be in the pipeline or we can talk about adding it. If you've tried us in the past, give us another look. A lot has changed between now and then.

What are your processing and platform fees?

HayNet's fee structure is simple and transparent:

  • Automated invoices: 1.99% applied to the invoice total
  • Manually created invoices: 1.0% applied to the invoice total
  • Card payments: 3.99% total (difference paid by client — always). When a client chooses to pay by credit or debit card, the difference between the base fee already assessed and 3.99% is added at checkout. This difference is shown to the client at time of payment type selection, before finalizing payment, and charged directly to the client regardless of whether or not you're passing the fees down to the client or absorbing them. This ensures that client choice of payment type doesn't affect your expected payout.

There are no monthly platform fees, no per-user charges, no per-horse charges, and no hidden costs. You can choose to absorb these fees or pass them to your clients as an Operations Fee — it's entirely up to you.

I don't pay fees when my clients pay by check or Venmo. Can I pass on the processing fees to the client?

Yes. HayNet lets you enable an Operations Fee that is added as a transparent line item on the client's invoice. This covers the cost of automated billing and payment processing so it doesn't come out of your pocket. The Operations Fee is clearly visible to clients — we believe in full transparency at all times.

To enable passing all or part of the processing fees go to Manage → Billing & Invoice Settings.

If I choose to pass down the fees, how does that work?

Passing down the processing fee to clients is designed to be straightforward and transparent:

  • Automated invoices: 1.99% Operations Fee applied to the invoice total
  • Manually created invoices: 1.0% Operations Fee applied to the invoice total
  • Card payment at checkout: If a client chooses to pay by credit or debit card, the difference between the Operations Fee already assessed and 3.99% is calculated and shown to the client as an additional processing fee at the time they select their payment method

When choosing a card payment, the client sees the exact fee breakdown before finalizing the payment so there are no surprises. You may choose to pass down all or part of the operations fee to your clients if you choose not to build those costs into your service charges.

To enable passing all or part of the processing fees go to Manage → Billing & Invoice Settings.

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📅 Scheduling & Events

How can I add a one-time event entry to my calendar schedule?

You can create a custom event (a standalone event instance) directly from the booking screen by clicking the "Custom Event" tab. By default it is set to "Predefined Event." To access the booking screen, click the + icon in the upper right corner of the screen when on the Agenda tab. Custom events are one-time manual entry occurrences and don't require a parent recurring Event Product — they're perfect for any one-off activity that doesn't have a predetermined set of definitions.

How do I set up a bookable event for my clients to book?

Go to Manage → Event Products. Here you can create an Event Product, which is an event template for bookable events. To make sure your clients can book, be sure to set bookable days and booking time blocks, and enable "Allow Client to Schedule." You can configure the details that control the client booking experience. Some examples are:

  • Group size & concurrent bookings — set how many clients can book the same time slot
  • Scheduling windows — booking time blocks that a client can book this event
  • Booking rules — how far in advance and how close to start time clients can book, reschedule, or cancel without late cancel/reschedule fees (if set)
  • Trainer requirement — assign specific trainers or let any available trainer fill the slot
  • Price — if paying per session, or token types accepted if prepaid tokens are accepted for this event
  • Many more controls and options

Once published, clients see available slots in the app and can book at their convenience.

Click here for an in depth video guide to setting up Event Products.

I have lesson horses that the client pays a per-use fee for. How do I configure my events to charge the school horse fee when applicable?

When setting up an Event Product's billing configuration, set the School Horse Fee amount. When a client books a lesson and rides one of your school/lesson horses, the client will select the "School Horse" option in the Equine dropdown. This will automatically add the school horse fee to their invoice. If the client selects their own horse, the fee is not applied.

On Event Products where Type is set to "Lesson," an equine selection is required to avoid being able to circumvent the school horse fee. Clients can only select the school horse option or any equines that they lease or own (admins can always override this when necessary). This ensures you never forget to collect for use of your lesson horses.

Note: The School Horse option will not display if there is no school horse fee set for the Event Product.

I have issues with people no-showing or last-minute rescheduling/canceling. Am I able to set up a reschedule or cancellation policy?

Yes — and HayNet enforces it for you. At the organization level, set a late cancellation fee (as a percentage of the session cost). Then configure per Event Product policies:

  • Cancellation window — how far in advance a client must cancel to avoid the fee (e.g., 24 hours)
  • Reschedule window — how far in advance a client must reschedule
  • Fee override — optionally set a different fee percentage for specific Event Products

Users are able to see the cancellation/reschedule policy set when they book and when they view their booking details on existing bookings. If a client tries to cancel or reschedule inside the penalty window, the user is shown an alert informing them of the fee and requiring confirmation to confirm the action. If the user proceeds, the fee is automatically applied to their invoice. No awkward conversations — the policy does the work.

To set the organization level default cancellation fee go to Manage → Billing & Invoice Settings. To configure the Event Product level settings, go to Manage → Event Products and then select the products you want to apply cancellation policies to.

Can I book an event for a client?

Yes. As a user with Admin, Manager, or Trainer role assigned, you can book on behalf of clients for yourself (if you have Trainer role) or for another trainer.

How does HayNet coordinate my schedule? How does it avoid double bookings?

HayNet uses your Event Product configurations and Arena Resource limits to automatically prevent scheduling conflicts. When a client or staff member tries to book a time slot, HayNet checks:

  • Group size limits — each Event Product defines how many clients can book into the same session. Once full, the slot closes.
  • Trainer availability — if a trainer is already assigned to another event at the same time, they won't appear as available for a conflicting booking.
  • Arena/resource capacity — each resource can have a maximum number of concurrent bookings and/or a client limit. Once either is reached, the event can still be booked but the admin will see that the arena location is full and can assign a different location or reschedule the event.

All of this happens in real time, so clients only ever see slots that are actually open. No more whiteboard or sign-up sheet juggling, double-booked arenas, or trainers scheduled in two places at once.

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🎫 Prepaid Packages & Tokens

How does the Prepaid Package tracking system work?

If you offer prepaid lesson or training packages, HayNet tracks them automatically using a simple token-based system. You can offer bulk-discounted packages to incentivize clients to buy more sessions upfront — for example, a 10-lesson package at a lower per-lesson rate — driving more revenue while rewarding commitment. Even if you don't offer discounts, this is a great way to enforce monthly minimums, where a client commits to a set number of lessons or training rides per month, giving you predictable, up-front, guaranteed revenue.

Here's how it works: when a client is subscribed to a package, they receive a set number of tokens of a specific type that you designate (e.g., "Private Lesson," "Group Lesson," or "Training Ride"). Each token follows a straightforward lifecycle:

  • Available — ready to use, not expired, sitting in the client's account
  • Pending — automatically reserved when the client books an upcoming session that falls within the token's validity window
  • Used — consumed once the session is completed

Tokens can also have expiration dates, so time-limited packages (e.g., "use within 30 days") are fully supported.

On each new billing cycle, a fresh batch of tokens is generated and added to the member's account. Old tokens that aren't used expire if they are set to expire; otherwise, they will continue to be valid until used, the expiration date is reached, or an admin manually revokes them.

Both clients and barn managers can view token balances at any time in the app — no more tracking packages on paper, sticky notes, or spreadsheets.

How do I set up and assign Prepaid Packages to my clients?

First, you need to define your package offerings. Go to Manage → Prepaid Package Products. From here you can create and edit your Prepaid Package Products — this is where you assign the number of tokens, type of tokens, and an optional expiration period.

To assign a package to a client, add it as a subscription (for recurring monthly packages) or as a one-time purchase (coming soon!). The tokens are automatically generated and added to the client's account. To assign the package to a client account, go to Manage → Subscription Management. If the client already has a subscription set up (e.g., Monthly Board) and you want to add to that subscription, simply edit their existing subscription. Otherwise, create a new subscription for that client.

Click here for a full video tutorial on creating Prepaid Package Products.
Click here for a full video tutorial on setting up Subscriptions.

Can I accept more than one token type for an event? For example, my Training and Group Lesson package credits have been interchangeable in the past and I want to continue to offer that flexibility to my clients.

Yes. When configuring an Event Product's billing options, you can specify which token types are accepted. An event can accept multiple token types, giving your clients flexibility. For example, you have an Event Product named Intermediate Group Lesson that you want to have accept "Group Lesson," "Training," and "Any Lesson" tokens. You decide which token types are valid to be redeemed as payment for each Event Product and can update it at any time by adding or removing accepted token types from the Event Product's billing options.

What happens when a client runs out of prepaid tokens?

When a client has no valid tokens for the Event Product they are booking, the session is billed at the standard rate on their next invoice instead of consuming a token. Clients can still book and ride — they'll simply be invoiced for the session. No service interruption.

In the coming weeks we will be offering the ability for clients to top up more tokens if they run out early, should you choose to enable that option.

How can I see and manage my clients' tokens?

Barn managers can view any client's token inventory — including available, pending, used, expired, and revoked tokens. You have a full audit trail showing when each token was created, used, expired, or revoked (with an optional revoke reason memo). To access the Token Manager, click on the Manage tab and then Token Manager.

How do my clients see their used and available tokens?

Clients can view their full token balance directly in the HayNet app by clicking the Three Vertical Dots Icon in the upper right-hand corner and then choosing Account & Billing → Package Credits. Note that this is different from where Admins manage client tokens. In this section of the app, your clients can see how many tokens they have available, who they are assigned to (Family Accounts), how many are pending (reserved for upcoming sessions), token expiration (if applicable), and their usage history.

See our YouTube video for an in-depth walkthrough of our token system from a client perspective.

Am I able to manually create and assign tokens for special cases or extenuating circumstances?

Yes. You can manually create and assign tokens to any client's account without requiring a package purchase. This is useful for make-up lessons, working student credits, promotional credits, or any special circumstance. You can also revoke tokens if needed, with a reason tracked for your records.

To assign a token (or multiple tokens) to a client manually, go to the Token Manager, make sure you are on the "Tokens" tab, and then click the + icon in the upper right corner of that screen. To revoke a token (or multiple tokens), locate the user's token(s) you want to revoke in the Token Manager "Tokens" tab, then click on the three vertical dots next to the "Usable/Available" status indicator. Then click "Revoke Token(s)". This will take you to another screen to fill out how many tokens you wish to revoke and provide an optional revocation reason.

Can I create my own custom Token Types?

Yes! We provide a few default common types for your convenience, but you can always create your own types, rename, or delete existing types as needed. To do this, go to Manage Tokens in the Manage tab and then click on the Token Types tab.

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🌾 Board Management

How do I set up board charges for my clients?

The first step is to create your Board Products (e.g., "Main Barn Stall," "Pasture Board," "Training Board") with a name, description, monthly rate, and any optional add-on charges. Then assign the Board Product and add-on charges to a client and their horse through their subscription. The board charge and optional add-ons are automatically included on their recurring invoice each billing cycle. Add-ons are assigned on a per client, per horse basis and can easily be added or removed from cycle to cycle or as seasons change without removing the base Board Product subscription.

To set up Board Products, go to Manage → Board Products and then click on the floating green + button in the lower right-hand corner.

Once you have created your Board Products, assign them to your clients and their horses by going to Subscription Management in the Manage tab.

Click here for a video guide on setting up Board Products.
Click here for a full video tutorial on setting up Subscriptions.

Can I add monthly extras to a client's board bill such as extra grain charge?

Yes. Each Board Product can support Board Add-Ons — recurring extras like supplemental grain, access to additional amenities, blanketing service, or anything else. Each add-on has its own name and monthly rate, and is listed on the invoice so clients can see exactly what they're paying for. Add-ons can be added or removed from a client's board subscription at any time.

Click here for a video guide on setting up Board Products (and add-ons).
Click here for a full video tutorial on setting up Subscriptions (and board add-ons).

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🔄 Subscription Management

How do I create or modify a recurring charge for a client?

All recurring charges are managed through Manage → Subscription Management. Currently, HayNet supports two categories of subscription products with a third category in the works:

  • Board Products — monthly board charges and add-ons, assigned per client and per horse
  • Prepaid Package Products — token-based lesson, training, or custom type service packages that generate a fresh set of tokens each billing cycle
  • Subscription Products (coming soon)

To create a new recurring charge, go to Subscription Management, select the client, and either create a new subscription or edit an existing one to add products. You can adjust, add, or remove products at any time — changes take effect on the next billing cycle.

Coming very soon, we will be adding a third category: Subscription Products. These will cover any other recurring charge that isn't specifically board or a token-based package — think trailer storage fees, premium amenity access fees, rental fees, or any custom monthly charge you need to bill for on a recurring basis.

How do my clients see their active subscriptions and monthly recurring charges?

Clients can view all of their active subscriptions — board, packages, and any other recurring charges — by navigating to the Three Vertical Dots icon in the upper right-hand corner of the screen and then clicking on Account & Billing → Subscriptions. Each subscription shows the full subscription details including billing period, included items, amount, and totals, giving clients clarity on their recurring charges.

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🏅 Arena / Location Resource Management

How does the Arena Resource Management work?

HayNet's resource management system prevents arena overcrowding by letting you set capacity limits on each facility. For each resource (arena, round pen, cross-country course, etc.), you define:

  • Maximum concurrent bookings — how many separate events can use the space at the same time
  • Client limit — the maximum number of riders in the space at once

When a resource location is full, admins can still overbook it, but it will show that it is full so that admins, managers, and trainers can decide if they want to select another location or potentially reschedule their booking. This provides quick insight and visibility on potential crowding issues without fully preventing revenue-generating bookings.

How do I set up a Location Resource?

Navigate to Manage → Resources and click on the pencil icon of an existing resource to edit it, or click on the floating + button in the lower right corner to create a new resource. Give it a name (e.g., "Main Indoor," "Outdoor Dressage Ring"), description, and set the concurrent booking limit and client capacity. Then, when creating or modifying event bookings, assign the appropriate location resource on the booking. HayNet will enforce your capacity limits automatically when clients or staff book into those location resources.

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📃 Records & Files

Can I upload Coggins files, health certificates, and other records for horses?

Yes. Each horse profile supports file uploads — you can attach Coggins, health certificates, vaccination records, x-rays, and any other documents directly to the horse's record. Files are accessible anytime and organized by horse so you can pull them up in seconds at a show or during a vet visit. You can also attach files that pertain to the horse's registries in the registry section for that horse. This is useful if you wish to keep copies of show records, certificates, etc. easily accessible.

Can I upload contracts, liability waivers, and other files for clients?

Yes. Each client's profile has a file section where you can upload contracts, signed liability waivers, emergency contact forms, or any other documents — keeping everything organized and easy to find.

How do I add notes for horses and/or clients?

Horse notes are stored directly on the horse's profile — use them for temperament details, dietary needs, turnout preferences, or anything your staff needs to know. Client notes are internal-only notes visible to your management team — useful for tracking preferences, account issues, or special instructions. Event records also support notes for session-specific details.

How do I add records?

You don't need to. It's done for you.

Records are generated automatically from completed events including custom events. If you need to add a record of an event that got missed on the calendar, just create a custom event entry to record it. This automated Events → Records system builds a searchable history without dual entry and without any extra effort from you — Run your barn from your calendar with the peace of mind knowing that when you need to look something up, the information is right there.

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👥 Clients, Staff & Roles

How do I add my clients and staff to my organization?

Invite clients and staff to become members of your organization by sending them an invitation through HayNet under Manage → Manage Users and then hit the icon in the upper right hand corner of the screen. They receive an invite link, create their account (or log in if they already have one), and accept the invitation. Alternatively, your clients can create an account or login to their existing account and request to join your barn.

Click here for a video guide to adding clients and staff to your organization.

What access permissions do the User Roles give?

HayNet supports multiple roles, each with tailored permissions:

  • Client — all users should have the Client role. This allows users to book events for themselves.
  • Super Admin — this is the barn owner. There should always be at least one Super Admin. Right now there is no access differentiation between Super Admin and Admin.
  • Admin — full access to everything: settings, billing, reports, and management features. Allows booking for any other member of the organization, selecting any resources and managing all equines. The Admin and Super Admin are able to do everything.
  • Manager — day-to-day operations including scheduling, client management, and event management. Currently Manager can do everything Admin can do except access the Manage Billing and Invoices section of the app.
  • Trainer — view and manage their assigned lessons and training sessions. Able to book or modify for any other user or trainer. Cannot access any of the sections in the Manage tab.
  • Groom / Stable Hand — same as Client access but defaults schedules and horse information relevant to daily care.
  • Bookkeeper — access to financial data, reports, and ledger information. Receives automated reports if configured.
  • User (Client/Rider) — book events, view their schedule, pay invoices, and manage their horses that are assigned to them as owner or leaser.

Users can hold multiple roles within an organization, and roles can be combined with job-type designations (Trainer, Farrier, Veterinarian, etc.).

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👪 Family Accounts

I have clients whose children ride and the invoice needs to go to their parent. How can I set that up?

HayNet supports Family Accounts with family member linking. When a parent's account is linked to their child's or another family member's account, parents/family managers can schedule on behalf of other family members and review and pay any family member's invoices. The parent sees all charges for their family in one place. Family relationships support Parent/Family Manager and Child roles. Family accounts can also consist of multiple adult Family Manager roles without children added to the account. This is useful for adult family members who want to be able to manage each other's scheduling etc. Family Account setup can be accessed through the drop down menu represented by the three vertical dots in the upper right corner of the screen and then selecting Account & Billing → Family Account. Family accounts need to be setup by a Family Manager/Parent role.

Alternatively, if the bill payer is someone else outside of the organization, the user can set an alternative billing email which will send the invoice emails to another email address rather than the default email. Invoices can be paid from the invoice emails without needing a HayNet account setup. The alternate email setting can be set by going into the Profile section found in the drop down menu represented by the three vertical dots in the upper right corner of the screen. The client must update this as it's part of their Profile settings.

I have clients that want to schedule for their children without logging into their child's account. Is that possible?

Yes. Once a Family Account is set up, parents can book events and manage schedules on behalf of their linked children directly from their own account. No need to log in and out of separate accounts. Family Account setup can be accessed through the drop down menu represented by the three vertical dots in the upper right corner of the screen and then selecting Account & Billing → Family Account.

I have clients where multiple family members ride and they want to be able to share their lesson tokens. Is that possible?

Not yet, but this feature is coming very soon. Family token sharing will allow tokens to be used across linked family members within a Family Account, so a parent could purchase one package and any family member could use the tokens.

How do my clients set up their Family Account?

A parent sends a family link request to their child's account or another parent/adult/family manager account. Once the other party accepts, the accounts are linked. The parents (family managers) can then view and manage other linked family member's schedule, bookings, tokens, and invoices. Family Account setup can be accessed through the drop down menu represented by the three vertical dots in the upper right corner of the screen and then selecting Account & Billing → Family Account.

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💬 Communication & Notifications

I need to send emails to various groups. How do I set up communications groups or teams in the app?

In HayNet, you can create Groups for your organization. Add clients, staff, or both to a group — for example, "Tuesday Evening Riders," "Show Team," or "All Boarders." Groups make it easy to communicate with the right people without building email lists from scratch every time.

To create and manage groups go to the Manage tab → Manage Users and then click on the Groups/Teams tab near the top of the screen.

How do I configure app push notifications, SMS/text message, and email notifications?

HayNet supports three notification channels: push notifications (in-app alerts on your phone), SMS/text messages, and email. Notifications are sent automatically for key events like booking confirmations, schedule changes, booking reminders, invoice delivery, payment reminders, etc.

To change your notification preferences go to the three dots in the upper right hand corner of the screen and then click on Profile.

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📊 Reports & Accounting

I manage my own books. Am I able to pull reports for accounting?

Yes. HayNet provides ledger and reconciliation reports that give you a clear view of all financial transactions — income, outstanding balances, and payment history. You can export these reports as CSV files to import into your accounting software or use them for your own bookkeeping.

I have someone else manage my books. Am I able to pull reports for accounting?

Absolutely. If a member of your organization is also your bookkeeper, assign them the Bookkeeper role so that they can receive automated reports. If your bookkeeper is not a member of your organization then you can still send them automated reports by manually adding their email as an additional report recipient or you can generate reports on demand to be emailed to them. To access these features go to Manage → Manage Reports.

Does HayNet integrate with QuickBooks? Can I export my financials, transactions, and invoice line items to QuickBooks?

HayNet supports CSV export of your financial data, transactions, and invoice line items. You can import these CSV files into QuickBooks (Desktop or Online) to keep your accounting records in sync. This gives you full flexibility to reconcile your barn's finances within QuickBooks.

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🐎 Horse Data & Registries

Am I able to store my horse's competition registry numbers (USEF, FEI, NRHA, NCHA, etc.) or breed registry and pedigree data?

Yes. Each horse profile supports multiple registry entries. You can store:

  • Competition registries — USEF, FEI, NRHA, NCHA, and others with registration IDs, effective/expiry dates, and links to registry pages
  • Breed registry — registration numbers and breeder information
  • Pedigree — Sire, Dam, and extended lineage (Sire's Sire, Sire's Dam, Dam's Sire, Dam's Dam)
  • Breeder details — name, address, farm, and country of birth

You can also attach supporting documents (registration papers, certificates) directly to each registry entry.

To add registry data go to your horse's profile and then go to the Registries section toward the bottom of the horse profile screen.

Am I able to store my horse's microchip and passport information for easy retrieval?

Yes. Each horse profile has fields for microchip number and passport number, as well as USEF Horse ID. These are stored on the horse's profile and can be pulled up instantly — perfect for traveling, filling out paperwork, show entries, vet appointments, or any situation where you need that information quickly.

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