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Client Portal

Availability: Included in the Organization plan (999 SEK/mo).

The client portal gives your boarders a dedicated view into the stable — without them needing access to your full administration. They can see their horse’s schedule, their invoices, and send messages directly to the stable owner.

Activating the Client Portal

  1. Go to Settings → Modules → Client Portal
  2. Click Activate
  3. Enter your portal’s web address (e.g., equiduty.se/portal/your-stable)
  4. Upload your stable’s logo and choose an accent color

The address is automatically sent to all boarders when you invite them to the stable.

What Clients See in the Portal

The portal is intentionally simple. Clients can see:

  • My Schedule — the horse’s upcoming routines and shifts
  • My Invoices — open and paid invoices with due dates
  • Payment History — all completed payments
  • Stable Announcements — news and information from the stable owner
  • My Bookings — facility bookings (if the module is active)

Clients never see other boarders’ information, staff details, or internal administration.

Visibility Settings

Under Settings → Client Portal → Visibility, control exactly what is shown:

  • Show/hide the horse’s full schedule
  • Show/hide the feeding plan (can be sensitive if it reveals a horse’s value)
  • Show/hide vaccination history
  • Allow/block messages from clients

Online Payments via Stripe

Clients can pay invoices directly in the portal by card:

  1. Go to Settings → Integrations → Stripe
  2. Connect your Stripe account (or create a new one)
  3. Enable Online Payments in Client Portal

When a payment is made, the invoice is automatically marked as paid and Fortnox is updated (if the integration is active).

Screenshot

Messaging

Clients can send messages to the stable owner through the portal. Messages appear in EquiDuty → Messages and you can reply from there. The client sees the reply in their portal.

Messages are not a chat tool — think of them as a simple ticketing system for questions and answers.

Lesson Packages and Subscriptions

If the lessons module is active, clients can purchase packages directly in the portal:

  1. Click Buy Lesson Package
  2. Choose a package (e.g., 10-lesson card)
  3. Pay by card
  4. The package activates immediately and appears under My Bookings

Frequently Asked Questions

Do clients need an EquiDuty account?

Yes, but they don’t pay for anything. Their account is free and is automatically linked to the stable when you invite them. They log into the portal with email and password.

Yes. You can add a logo, accent color, and a welcome message. Full custom CSS styling is not available at this time.

How do I set up online payments?

See the Stripe integration section above. You need a Stripe account (free to create). Stripe charges a transaction fee (~1.4% + €0.25 for European cards).