Equine Client Management
Streamlined Client Management & Simplified Onboarding
Organise Your Clients
With Equigate, staying on top of your client relationships has never been easier. Your clients download the app, set up their own profile, and even add their animals, so your onboarding is handled automatically.
Think of it as your very own built-in CRM (basically a glorified client database): safe, secure, and fully GDPR-compliant. No more scattered notes or risky paper trails, everything lives in one organised hub.
Each client has a dedicated profile where you’ll find animals, messages, reports, invoices, and documents all in one place, always at your fingertips. It’s streamlined, professional, and designed to keep your business running smoothly.
Quick myth-buster….
Your clients don’t need the app. Add them as Guests with an email and Equigate sends all bookings, reminders, reports, and invoices by email, automatically.
If a client later downloads the app, we merge their guest record—no duplicates, no extra work.
You can even send us your client list and we’ll import everything for you so you’re booking within minutes. The app is their choice; the time savings are yours from day one.
Do my clients need the app?
No, however for the best experience, for both you and your clients, we recommend they have Equigate too. That way, they can manage their own profile, animals, addresses and documents directly, they onboard themselves and they just start appearing as clients in your app.
But don’t worry if they can’t. You can still create them as a guest and keep track of everything exactly as if they were an app user. And if they decide to download the app later, all their information can be seamlessly merged into their new account.
It’s so simple for your clients to get the app:
Step 1 - Download Equigate
Step 2 - Create a FREE account
Step 3 - Scan your QR code or click your link
Quick myth-buster….
Your clients don’t need the app. Add them as Guests with an email and Equigate sends all bookings, reminders, reports, and invoices by email, automatically.
If a client later downloads the app, we merge their guest record—no duplicates, no extra work.
You can even send us your client list and we’ll import everything for you so you’re booking within minutes. The app is their choice; the time savings are yours from day one.”
Animal Profiles
Each of your clients animal gets its own dedicated profile, neatly organised under the Patients tile on your client’s page. Both you and your clients can add or update details at any time, making onboarding effortless.
Important documents are stored safely and accessibly, so the right information is always at your fingertips. Clients can even upload and share crucial files with you directly, helping you deliver the best possible care, without the admin hassle.
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