How to manage your Stallion Manual Contracts

Where the Contract is shown

Once created, Stallion Contracts are listed in two locations:

(1) Breeding › Stallion Contracts tab

(2) Mare Profile › Breeding › Contracts tab

From either location you can view, edit, send, or delete a contract.

View & Filter contracts

(1) Breeding › Stallion Contracts

Go to Breeding › Stallion Contracts.

Use the filter icons to narrow by Season, Stallion, Mare, Contract Receiver, Booking Status, Service Fee, Sent/Received Date, etc.

Export CSV

Click Export CSV in the top-right corner to download the filtered list.

View Contract Details

1. Open and review any existing contract.

2. Go to Breeding › Stallion Contracts or Mare Profile › Breeding › Contracts.

3. Locate the contract you want to see.

4. In the Actions menu (three-dot icon), click View Contract.

Add a Draft Contract

Draft and revise contracts before sending.

Add a Draft Contract

1. Go to Breeding › Stallion Contracts

2. Click on <+New Contract> button to open Booking Contract form

3. Fill in necessary information in the form then hit <Save> to add a Draft contract

Edit an Existing Contract

1. Click the Actions menu for that contract.

2. Click the Edit icon from the Actions menu to update contract details.

3. Update your data on Booking Contract form

4. Save your changes

Delete a Contract 

Remove an unwanted draft or sent contract.

1. From the contract list, open the Actions menu next to the desired record.

2. Select Delete Contract.

3. Confirm when prompted.
 4. The contract is permanently removed and cannot be restored.

Send an email reminder

1. Resend a signature request to the mare owner.

2. Find the contract in Breeding › Stallion Contracts or the Stallion> Contract.

3. Click the Actions menu for that contract.

4. Choose Email Reminder.

5. Review the email message (you may edit the subject or body if your portal allows).

6. Click Send to immediately resend the contract.

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