Horse care should feel simpler from here.
Tell us the basics once. We’ll use them to set up your horses, reminders, providers, known costs, and optional hay tracking. Leave unknowns for the onboarding call.
What happens after setup
We review your information, confirm any missing details, and verify your monthly plan before service begins. Provider services and hay purchases remain separate.
01 · About you
Start with the shared details.
We’ll use this information for your account, routine communication, and scheduling. Enter it once here.Set the best way to reach you before we collect the rest.
Add someone we may contact if the primary contact cannot be reached.
Add another only if horses are kept at more than one location.
02 · Your horses
Build the roster, then reuse shared details.
Enter every horse once. For a larger barn, add the names first, complete one typical setup, then apply it to the other horses that match.Stable profile
03 · Care & providers
Tell us who you use and what repeats.
Add only the providers and recurring services that apply. Contact details and dates may be left blank if you do not know them.Add the regular providers you use and any current prices you know. Estimates and blanks are fine.
Select what applies. Common timing is included as a starting point; change it only if your routine differs.
04 · Hay usage & inventory
Set up only what you want tracked.
We use hay amounts and inventory to estimate usage and reorder timing. Purchase prices and calculations are handled during setup.05 · Preferences
Confirm scheduling and permissions.
Set the timing, approvals, and reminders HerdBound should follow.Adjust reminder timing Optional
Paid services will always be confirmed with you before they are scheduled.
06 · Review
You’re nearly finished.
Check the few setup essentials below. Everything else can be clarified during the onboarding call.Submit directly from this page—no downloading, attaching, or emailing is required.
Complete the required items listed above before submitting.
By submitting, you authorize HerdBound to use these answers only to set up and coordinate your account. Do not include payment information, gate codes, or other sensitive access credentials.
HERDBOUND CLIENT ONBOARDING 01 — CLIENT & CONTACT CLIENT & CONTACT Account: Not provided Primary contact: Not provided Phone: Not provided Email: Not provided 02 — PREFERENCES & REVIEW PREFERENCES & CONFIRMATION Preferred contact: Text Service-text permission: No Appointment preference: None provided Minimum notice: 3 days Reminder timing: farrier 7 days; routine care 30 days; hay 10 days May contact listed providers: No Paid services: Confirm with client before scheduling Special instructions: None provided Completed by: Not provided Date: Not provided Service acknowledgment: Not yet accepted 03 — EMERGENCY / SECONDARY CONTACT EMERGENCY / SECONDARY CONTACT Name: Not provided Relationship: Not provided Phone: Not provided Email: Not provided 04 — LOCATIONS LOCATIONS 1. Unnamed location — No address 05 — HORSES HORSES 1. Unnamed horse | Sex unknown | Breed unknown | Location not named DOB/age: Unknown | Farrier: Not provided 06 — VENDORS & RATES PROVIDERS & RATES None provided 07 — CARE PLAN RECURRING CARE None selected 08 — HAY & FEEDING HAY & FEEDING Track hay usage and inventory: Not answered Hay supplier(s) from Care & Providers: Not provided