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Equigate
Equigate
Features
Client Management
Records
Calendar
Invoices
Messaging
Who it's for
Equine Therapist
Saddle Fitter
Farrier
Canine Therapist
Pricing
Subscription Plans
Students
Client/Animal Owner
Log in
Help
Get Started
Folder: Features
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Client Management
Records
Calendar
Invoices
Messaging
Folder: Who it's for
Back
Equine Therapist
Saddle Fitter
Farrier
Canine Therapist
Folder: Pricing
Back
Subscription Plans
Students
Client/Animal Owner
Log in
Help
Get Started
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  • All |
  • Getting Started |
  • Adding Clients |
  • Invoice like a pro |
  • Reports Made Simple |
  • Mastering Appointments |
  • All The Extras |
  • Equigate Pro "How to" - Merge a guest client to an app user
    • All The Extras,

    Equigate Pro "How to" - Merge a guest client to an app user

  • Equigate Pro "How to" - Add another animal to an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Add another animal to an appointment

  • Equigate Pro "How to" - View previous records during an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - View previous records during an appointment

  • Equigate Pro "How to" - Start an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Start an appointment

  • Equigate Pro "How to" - Amend or cancel an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Amend or cancel an appointment

  • Equigate Pro "How to" - Viewing your calendar and making events/reminders
    • Mastering Appointments,

    Equigate Pro "How to" - Viewing your calendar and making events/reminders

  • Equigate Pro "How to" - Make an appointment for a human patient
    • Mastering Appointments,

    Equigate Pro "How to" - Make an appointment for a human patient

  • Equigate Pro "How to" - Make an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Make an appointment

  • Equigate Pro "How to" - Set a reminder for yourself at the end of an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Set a reminder for yourself at the end of an appointment

  • Equigate Pro "How to" - Set a reminder for your client at the end of an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Set a reminder for your client at the end of an appointment

  • Equigate Pro "How to" - Finish an appointment
    • Mastering Appointments,

    Equigate Pro "How to" - Finish an appointment

  • Equigate Pro "How to" - Create and send an ad hoc client report
    • Reports Made Simple,

    Equigate Pro "How to" - Create and send an ad hoc client report

  • Equigate Pro "How to" - Import previous notes as a starting point
    • Reports Made Simple,

    Equigate Pro "How to" - Import previous notes as a starting point

  • Equigate Pro "How to" - Create an ad hoc appointment note
    • Reports Made Simple,

    Equigate Pro "How to" - Create an ad hoc appointment note

  • Equigate Pro "How to" - View your reports
    • Reports Made Simple,

    Equigate Pro "How to" - View your reports

  • Equigate Pro "How to" - Complete a client report during an appointment
    • Reports Made Simple,

    Equigate Pro "How to" - Complete a client report during an appointment

  • Equigate Pro "How to" - Make a client report during an apptointment
    • Reports Made Simple,

    Equigate Pro "How to" - Make a client report during an apptointment

  • Equigate Pro "How to" - Mark up a diagram during reports
    • Reports Made Simple,

    Equigate Pro "How to" - Mark up a diagram during reports

  • Equigate Pro "How to" - Complete an appointment note during an appointment
    • Reports Made Simple,

    Equigate Pro "How to" - Complete an appointment note during an appointment

  • Equigate Pro "How to" - Add a document to your reports
    • Reports Made Simple,

    Equigate Pro "How to" - Add a document to your reports

  • Equigate Pro "How to" - Add a photo to your reports
    • Reports Made Simple,

    Equigate Pro "How to" - Add a photo to your reports

  • Equigate Pro "How to" - Add a video to your reports
    • Reports Made Simple,

    Equigate Pro "How to" - Add a video to your reports

  • Equigate Pro "How to" - Add a voice note to your reports
    • Reports Made Simple,

    Equigate Pro "How to" - Add a voice note to your reports

  • Equigate Pro "How to" - Dictate your notes on your reports
    • Reports Made Simple,

    Equigate Pro "How to" - Dictate your notes on your reports

  • Equigate Pro "How to" - Invite a client to connect with you and your connection code
    • Adding Clients,

    Equigate Pro "How to" - Invite a client to connect with you and your connection code

  • Equigate Pro "How to" - Create a guest client
    • Adding Clients,

    Equigate Pro "How to" - Create a guest client

  • Equigate Pro "How to" - Add documents to a clients profile
    • Adding Clients,

    Equigate Pro "How to" - Add documents to a clients profile

  • Equigate Pro "How to" - Message Equigate support
    • Getting Started,

    Equigate Pro "How to" - Message Equigate support

  • Equigate Pro "How to" - Finish setting up your profile
    • Getting Started,

    Equigate Pro "How to" - Finish setting up your profile

  • Equigate Pro "How to" - How to select multiple professions
    • Getting Started,

    Equigate Pro "How to" - How to select multiple professions

  • Equigate Pro "How to" - Customise your report layouts
    • Getting Started,

    Equigate Pro "How to" - Customise your report layouts

  • Equigate Pro "How to" - Customise your app settings
    • Getting Started,

    Equigate Pro "How to" - Customise your app settings

  • Equigate Pro "How to" - Add business documents
    • Getting Started,

    Equigate Pro "How to" - Add business documents

  • Equigate Pro "How to" - Customise your invoices
    • Getting Started,

    Equigate Pro "How to" - Customise your invoices

  • Equigate Pro "How to" - Add items to your resources library
    • Getting Started,

    Equigate Pro "How to" - Add items to your resources library

  • Equigate Pro "How to" - Set up to receive card payments
    • Getting Started,

    Equigate Pro "How to" - Set up to receive card payments

  • Equigate Pro "How to" - Edit/delete a guest clients details
    • Adding Clients,

    Equigate Pro "How to" - Edit/delete a guest clients details

  • Equigate Pro "How to" - Add an animal/patient to a client
    • Adding Clients,

    Equigate Pro "How to" - Add an animal/patient to a client

  • Equigate Pro "How to" - Message an app user client
    • Adding Clients,

    Equigate Pro "How to" - Message an app user client

  • Equigate Pro "How to" - View your invoices
    • Invoice like a pro,

    Equigate Pro "How to" - View your invoices

  • Equigate Pro "How to" - Create and send an ad hoc invoice
    • Invoice like a pro,

    Equigate Pro "How to" - Create and send an ad hoc invoice

  • Equigate Pro "How to" - Mark an invoice as paid
    • Invoice like a pro,

    Equigate Pro "How to" - Mark an invoice as paid

  • Equigate Pro "How to" - Edit an invoice
    • Invoice like a pro,

    Equigate Pro "How to" - Edit an invoice

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