How to add and manage Stallion Bookings

How to add and manage Stallion Bookings

Watch this short video to learn how to add and manage stallion bookings for your Stud Farm. Or scroll down to read our help guide.



ADD A STALLION BOOKING

1.      Using the green Add Anywhere button, click on “Stallion Booking”. The Add Stallion Booking screen will appear.



2.      Confirm the Booking Date (default is current date), the Season and Country.

3.      Select whether the booking you are adding is to a Standing Stallion (on farm) or to an Outside Stallion (off farm)


If the booking is to a Standing Stallion, select the appropriate Stallion from your portal. 



If the booking is to an Outside Stallion, enter the Stallion Name (text field).


4.      Select the Mare from your portal or Add a New Mare if required.


5.      [Optionally] Input Cover Date, Appointment and Time (if known), along with any Notes.

6.      If the booking is to an Outside Stallion, click Save.


The following items (7 and 8) only applies to bookings to Standing Stallions.

7.      If the booking is to a Standing Stallion, input additional data as required before Saving.
  1. Set Status (will default to Unconfirmed)
  2. Set Advertised Service Fee (will default) and Discounted Service Fee (if applicable)
Note: We recommend entering a Discounted Service Fee rather than overwriting the Advertised Service Fee. Both amounts can therefore display on the Stallion Service Contract, if desired, and for the discount to be accounted for as a separate finance transaction.
  1. Specify an Agent from your list of Suppliers and Agent Commission, if applicable.
  2. Specify to whom the Service Fee (less any discount) will be charged.


Note: Where a mare has been sold after being covered but before the Service Fee is invoiced, you can select whether the new/current Mare Owner(s) will be charged, or the original Owner(s)
  1. Review Mare Owners, their ownership share, their Owner Category and which owners are to be charged the Stallion Service Fee. Add/Edit ownership as required.
  2. Review the Managing Owner, identified by the gold star. This is the owner who will be sent the Stallion Service Contract.
  3. Review the booking then click Save. 
8.      You will be asked if you wish to create a Contract for this booking. 


  1. If you choose Yes, follow Creating Contract process in section 6. 
  2. If you choose No, the dialog closes and you are returned to the Breeding Dashboard with the booking displayed in the Booking list. 


EDIT STALLION BOOKINGS

You may wish to update a booking status, cover date, appointment and/or time.

1.      View Stallion Bookings in one of two screens:
  1. Breeding > Dashboard: Each booking will be displayed in a list

  1. Stallion Profile > Breeding: Each booking will be displayed in a list

2.      In either of these views, click on the Edit icon ( ) to edit the Stallion Booking.



Note: Where a mare has been sold after being covered but before the Service Fee is invoiced, you can modify the Mare ownership then edit the ‘Charge Service Fee To’ section to specify whether to charge the new/current Mare Owner(s), or the original Owner(s) as at the Booking Date.

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