HerdBoundHorse Care CoordinationAbout HerdBound
Saved on this device
Step 1 of 7Welcome
HerdBound client onboarding

Horse care should feel simpler from here.

This short form gives us enough information to set up your horses, supported reminders, providers, known costs, and optional hay-only usage and inventory tracking. Fill in what you know and leave anything uncertain for the onboarding call.

10–15 minfor most small accounts
Saved as you goon this device
No homeworkunknown answers are fine
Hover, focus, or tap the help icon beside any question for an explanation.

Your 90-day pilot

The pilot begins after setup is confirmed. There is no charge during the pilot and no automatic paid enrollment afterward. We’ll review what was useful and discuss next steps together near the end.

Review the serviceYou can stop and return on the same device.
Prefer pen and paper?Choose how many horse-profile pages you need.

01 · About you

Start with the shared details.

We’ll use this information for your account, routine communication, and scheduling. Enter it once here.
Primary contact
Barn or horse location

Add another only if horses are kept at more than one location.

Location 1
Optional
Emergency or secondary contact

Add someone we may contact if the primary contact cannot be reached.

02 · Your horses

Add each horse once.

Basic identity and ownership details belong here. Care dates and optional hay details are handled in the next sections.
01
Horse 1

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.
Your providers

Add the regular providers you use and any current prices you know. Estimates and blanks are fine.

No providers added yetAdd only the providers you currently use. We can fill gaps during the call.
Recurring care to track

Select what applies. Common timing is included as a starting point; change it only if your routine differs.

Current pilot scopeThe pilot covers the five options shown below. We can discuss future additions during your onboarding call.

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.
Hay only during this pilotGrain, concentrates, supplements, medications, salt and minerals, and other feed are not included in the current service. We may add them later; please do not enter them here.
Would you like hay usage and inventory tracked?

05 · Preferences

Set the boundaries once.

Tell us how you prefer to hear from us and what should always be confirmed before scheduling.
Communication
Service-related text messages
Adjust reminder timing Optional
Coordination permission

Paid services will always be confirmed with you before they are scheduled.

You stay involved. HerdBound will coordinate with you before confirming any paid appointment or order.

06 · Review

You’re nearly finished.

Check the few setup essentials below. Everything else can be clarified during the onboarding call.
6 items to checkOnly the essentials are listed—optional blanks are fine.
Setup snapshot
AccountNot providedPrimary contact missing
Horses01 location
Providers00 recurring items
Hay-only trackingNot answeredCan be added later
What happens nextYour information will be entered into the care dashboard, then confirmed with you during a short onboarding call. You do not need to make this form perfect.
Send your completed intake

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.

Backup options
HERDBOUND CLIENT ONBOARDING

CLIENT & CONTACT
Account: Not provided
Primary contact: Not provided
Phone: Not provided
Email: Not provided
Preferred contact: Text
Service-text permission: No

LOCATIONS
1. Unnamed location — No address

HORSES
1. Unnamed horse | Sex unknown | Breed unknown | Location not named
   DOB/age: Unknown | Farrier: Not provided
   Daily hay: Timothy, Flakes / Day; current ?, summer ?, winter ?

PROVIDERS
None provided

RECURRING CARE

HAY USAGE & INVENTORY
Track hay usage and inventory: Not answered

PREFERENCES & AUTHORIZATION
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
Pilot acknowledgment: Not yet accepted
HerdBoundHorse Care Coordination · Client onboarding
90-day pilot

Let’s make horse care simpler.

This packet collects the basics needed to set up your horses, supported reminders, providers, known costs, and optional hay-only usage and inventory tracking. Fill in what you know. Write “unknown” or leave a field blank when you are unsure—we will confirm it during your onboarding call.

Keep it easyShared information is entered once. Use one Horse Profile page per horse. Extra details can wait for the call.

About the pilot

The 90-day pilot begins after setup is confirmed. There is no charge during the pilot and no automatic paid enrollment afterward. Near the end, we will review what was useful and discuss next steps together.

Before returning:
01
ABOUT YOU

Contact & locations

Your name or account name *
Primary contact *
Phone
Email

Communication

Preferred contact:
Service-related texts:

Barn or horse location

Location / barn name
Address *
Helpful access or arrival notes (do not include sensitive access codes)
Additional location, if needed
Location / barn name
Address
Helpful notes

Emergency or secondary contact optional

Name
Relationship
Phone
Email
02
HORSE PROFILE · 1 OF 1

One page per horse

Horse name *
Barn / location
Date of birth
Approximate age if DOB unknown
Sex (specify if other)
Breed
Usual farrier service (specify if other)
Different owner or decision-maker?
Owner / decision-maker (if different)
Owner phone
Care coordination details—for example, who approves costs or schedules care
General handling, health, or identification notes

Daily hay plan complete only if you want hay tracked

Hay only: do not list grain, concentrates, supplements, medications, salt or minerals, or other feed. Enter flakes or pounds per day; you do not need to know the weight of a flake.

Hay typeFlakes or lb/dayCurrentSummerWinter
Hay notes or exceptions

Starting care dates write unknown if needed

The pilot currently covers the focused service areas shown below.

ServiceProviderLast completedNext scheduledNormal interval
Farrier
Dental
Vaccinations
Dewormer
Preventive care
03
SHARED SETUP

Providers & known prices

Regular providers add only those you use

TypeBusiness / providerContactPhone / emailComes to barn / haul-in / delivery

Known current prices optional

Enter only prices you know. Examples: trim per horse, full set per horse, farm call per visit, dental per horse, hay per bale, or delivery per order. Separate trip and delivery fees when possible. A price does not add a new service or reminder.

ProviderService or hay typePriceCharged perLast confirmed
$
$
$
$
$
$
$
$

Hay prices only: do not list grain, concentrates, supplements, medications, salt, minerals, or other feed.

04
OPTIONAL HAY SETUP

Hay usage & inventory

Would you like hay usage and inventory tracked?

Hay only: grain, concentrates, supplements, medications, salt and minerals, and other feed are not included. If yes, complete what you know; calculations are handled during setup.

Usable storage capacity (bales)
Preferred supplier
Minimum reserve (days or bales)
Preferred days of hay on hand
Delivery or storage notes

Current inventory

LocationHay typeBales on handCount dateAvg bale lb (optional)
05
PREFERENCES

Communication & permission

Appointment timing preference
Minimum scheduling notice (days)

Reminder timing defaults: farrier 7, care 30, hay 10 days

Farrier days
Routine care days
Hay days
Provider contactThis does not authorize a paid service. HerdBound will confirm paid appointments and orders with you before scheduling.
Other important scheduling, communication, or coordination instructions

90-day pilot acknowledgment

I understand that HerdBound organizes information, sends or prepares reminders, and personally coordinates with approved providers. It does not replace veterinary, farrier, dental, nutritional, or emergency advice. I remain responsible for care decisions and for contacting the appropriate professional in an emergency. The pilot is free and does not automatically become a paid service.

Completed by *
Date *
That’s it.Return the packet using the instructions you were given. We will use the onboarding call to fill any gaps—not to make you redo the form.