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Getting StartedOverview

Getting Started with EquineOps

Welcome to EquineOps! This guide will help you get up and running quickly with your new equestrian management system.

What is EquineOps?

EquineOps is a comprehensive platform designed to help you manage every aspect of your equestrian business, from horse care and feeding programs to client management and expenses.

Quick Setup Checklist

Follow these steps to get your barn set up on EquineOps:

Complete your account setup

Finish the onboarding steps to configure your barn name, location, and basic settings. Create your account →

Import your horses

The fastest way to get your horses into EquineOps is to upload the registration papers and Coggins tests you already have. AI reads each document and creates horse profiles, client records, and staff entries automatically — most barns are fully set up in under 10 minutes. You can also add horses individually from the Horses page. Import your data →

Invite your team

Add trainers, barn managers, and other staff members from the Staff page. Each team member gets their own login and can be assigned specific roles and permissions.

Add your clients

Add horse owners from the Clients page and assign horses to them. You can also import clients from QuickBooks if you’ve connected your account.

Add EquineOps to your phone

Add EquineOps to your phone’s home screen for quick access from the barn — no app store download needed. Set up mobile access →

Explore programs

Set up training, health, feed, and farrier programs to keep your barn running smoothly. Programs help you track schedules, treatments, and daily routines for each horse.

Prerequisites

Before you begin, make sure you have:

  • A valid email address
  • Information about your barn or facility
  • A list of team members you’d like to invite (optional)

Need Help?

If you get stuck at any point, don’t hesitate to contact our support team. We’re here to help!

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