View Stallion Roster

You can view the roster by Today, Week, Fortnight, or Month using the options at the top of the page.

Bookings are grouped into the following sections for each Stallion:

• Cover Date TBC – mares booked without a Cover Date set.
• Appointment TBC – mares booked with a Cover Date set, but no Appointment.
• Appointment – detailed roster showing date and appointment.

Filters available:

• Status: All, Confirmed, Unconfirmed, Historical.
• Source: Prism, Breedr.
• Booking availability: Stallions can be set as Available or Unavailable for outside booking requests.

Bookings are colour-coded:

• Green – Confirmed
• Amber – Unconfirmed
• Grey – Historical
  

Drag & Drop Booking

Using Drag and Drop to move a booking into preferred days and appointments. This Stallion Roster allows you to schedule and re-schedule covers, specifically:

• Updating Cover Date on the Stallion Booking; and
• Updating Appointment on the Stallion Booking, where a booking is dragged to an Appointment available for the Stallion.

A booking can be moved in the following ways:

• from Cover Date TBC row to a specific timeslot (specific Date and Appointment);
• from Cover Date TBC row to a specific Date but without Appointment (Appointment TBC);
• from Appointment TBC on a specific date to a specific timeslot (specific Date and Appointment);
• from Appointment TBC on a specific date to Appointment TBC on another date;
• from a specific Appointment to another specific Appointment.

*Note that a booking cannot be drag and dropped in the following cases:

• from specific Appointment to Cover Date TBC / Appointment TBC;
• from Appointment TBC to Cover Date TBC;
• from one Stallion Appointment to an Appointment with another Stallion;
• to an Appointment which already holds another booking;
• from the list of 'more' bookings such as below.

Approve or Reject Booking Requests

When a new booking request is submitted, it will appear in the Stallion Roster under the relevant Stallion.

• Open Booking Request

• Click on the booking request in the roster.
• The booking detail panel will open on the right-hand side.
  
  

• Review Booking Information

• Check mare details, owner, and requested date/time.
  
  

• Reject, Waitlist or Accept

• Scroll down to the bottom of the panel.
• Users can Reject, Waitlist or Accept booking requests.

Manage Bookings

For each booking, you can:

• Edit Booking: Click on the booking, then use the Edit (pencil) icon to update booking information.

• Attach File: Upload relevant documents to the booking record.

Contract

1. View contract

Quickly access and review Stallion Contracts.

• Click on a booking to open booking detail
• Click on a contract icon to view contract

2. Add contract

Follow these steps to generate and send an e-signature Stallion Contract.

• Open the Booking

• Click the desired booking to open the booking details.

• Add a Contract

• In the booking info pop-up, click the Contract icon.
• Select Add Contract.

• Choose an E-Signature Template

• The Choose Template window appears.
• Select the required E-sign Template from the dropdown list.

• Confirm Fees

• Review the standard e-signature fee message.
• Tick I agree to this fee if it applies and click OK.

• Prepare the Document

• Drag and drop signature, initials, and auto-fill fields (Date Signed, Full Name, etc.) onto the contract as required.
• Click Send for signature.

• Send Email Invitation

• The email window will open automatically.
• Add the recipient’s email, review the subject and content, then click Send to deliver the contract for e-signature.