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Horse Management

Horse profiles are the core of EquiDuty. Everything from routines and feeding plans to reports is connected to individual horses. This guide shows you how to create and edit horse profiles, organize horses into groups, and import data in bulk.

Creating a Horse Profile

Go to Horses in the sidebar and click New horse in the top right.

Required Fields

These fields must be filled in to save the profile:

  • Name – The horse’s name as it appears in the system
  • Birth year – Used to calculate age in reports
  • Breed – Choose from the list or enter manually

Optional Fields

These fields are optional but give the system more information to work with:

  • Sex – Mare, Gelding, Stallion
  • Color/markings – Free text
  • Registration number – Official studbook number (e.g. KWPN 2019-12345)
  • Chip number – Microchip identification number
  • Weight – Useful for the feeding module (requires Pro plan)
  • Stall/box – Box number or name in the stable
  • Notes – Free text for anything else (e.g. “Needs extra attention during hoof care”)

Click Save when done. The horse now appears in the horse list and can be linked to routines and feeding plans.

Uploading a Profile Photo

A profile photo makes it easier to identify the horse in list views and on mobile devices.

  1. Open the horse profile and click the circular image area (or Upload photo)
  2. Choose an image from your device
  3. Crop the image if needed using the built-in crop tool
  4. Click Save

Recommended image formats and sizes:

  • Format: JPG or PNG
  • Max size: 5 MB
  • Recommended aspect ratio: square (1:1) for best display in the profile circle
  • Minimum resolution: 400 × 400 pixels

Images are automatically compressed and stored securely in the cloud.

Horse Groups

Groups let you organize horses and perform bulk actions (e.g. create a routine for all horses in a group).

Creating a Group

  1. Go to Horses → Groups (the tab at the top)
  2. Click New group
  3. Enter a group name (e.g. “Competition Horses”, “Pasture Horses”, “Rehabilitation”)
  4. Optionally select a color for the group – makes visual identification easier in the schedule
  5. Click Save

Adding Horses to a Group

There are two ways:

From the group editor:

  • Open the group and click Add horses
  • Select horses from the list and click Add

From the horse profile:

  • Open the horse profile and scroll to the Groups section
  • Click Add to group and select which group

A horse can belong to multiple groups simultaneously (e.g. both “Competition Horses” and “Morning Routine Group”).

Why Use Groups?

  • Bulk actions – Create a routine for all horses in a group at once
  • Filtering – Filter schedule views and reports by group
  • Permissions – Assign a stable member responsibility for a specific group (Pro plan)

Ownership

You can link one or more owners to each horse.

  1. Open the horse profile and go to the Ownership tab
  2. Click Add owner
  3. Search for a person in your stable (the person must be a stable member)
  4. Enter ownership percentage if relevant
  5. Click Save

Note: Ownership information is visible to Administrators and Stable Owners. Regular Riders/Grooms only see the horse’s name and photo, not ownership details.

CSV Import

Have many horses to enter? Use CSV import to save time.

Downloading the Template

  1. Go to Horses → Import
  2. Click Download CSV template

Open the template in Excel, Google Sheets, or a similar program. Column headers are always in English but values can be in any language.

CSV Format

The template includes these columns:

ColumnRequiredDescription
nameYesHorse’s name
birth_yearYesBirth year (YYYY)
breedYesBreed
sexNomare / gelding / stallion
colorNoColor/markings
registration_numberNoRegistration number
chip_numberNoMicrochip number
weight_kgNoWeight in kg
stable_boxNoBox number or name
notesNoNotes

Importing

  1. Fill in the template and save as CSV (UTF-8 encoding recommended)
  2. Go back to Horses → Import
  3. Click Choose file and select your CSV file
  4. The system shows a preview with any validation errors
  5. Fix errors (e.g. invalid birth year) and re-upload, or skip rows with errors
  6. Click Import to confirm

After the import a summary is shown: number of horses created and any rows that were skipped.

Handling Import Errors

Common import errors and solutions:

  • “Invalid birth year” – Check that the format is YYYY (e.g. 2018)
  • “Name missing” – Every row must have a name in the name column
  • “Duplicate name” – A horse with the same name already exists. Rename it or remove the duplicate

Editing and Removing Horses

Editing

Click a horse in the list to open the profile. Click Edit (pencil icon) to enter edit mode. Make your changes and click Save.

Archiving

If a horse leaves the stable but you don’t want to delete the history, you can archive the horse:

  1. Open the horse profile
  2. Click the three dots (…) in the top right
  3. Select Archive horse

Archived horses don’t appear in active lists but their history (routines, feeding, reports) is preserved. You can reactivate an archived horse at any time.

Permanent Deletion

Warning: Permanent deletion cannot be undone and removes all associated history.

  1. Open the horse profile
  2. Click the three dots → Delete horse
  3. Type the horse’s name to confirm
  4. Click Delete permanently

We recommend using archiving instead of permanent deletion in most cases.