Deep-dive answers about how Equine Practitioner actually works day-to-day. If you still need help, email support@lumineerdigital.com and the team will reply same day.
Equine Practitioner is a practice management app created by Annie McAndrew (BSc (Hons) Veterinary Physiotherapist, FEI Permitted Therapist) together with Lumineer Digital after years of wrestling with human clinic software. It is built specifically for equine physiotherapists, sports massage therapists, rehabilitation specialists, and other bodyworkers who spend their days on the road. The product combines scheduling, travel-time calculations, SOAP clinical records, interactive body charts, one-tap vet report exports, client/horse/yard records, invoicing with travel charges, payment tracking, Xero integration, and multi-currency support. Everything works in the browser on phone, tablet, or desktop, so you can book, treat, document, and invoice straight from the yard rather than waiting until you9re back at a laptop.
Start in Settings. Add your display name/practice name, upload a square PNG logo (200px+), enter your address (used for route planning), business email/phone, registration details, and choose your currency (or let the app auto-detect). Connect Xero if you use it. Then open Invoice Settings to edit the pre-loaded service catalogue (equine physio, sports massage, INDIBA, shockwave, TENS, etc.), set durations and prices, add your default travel/call-out charge, payment terms, bank details, and invoice footer text. Once that foundation is in place, add your first client (name, phone, email, address via postcode lookup) and then add their horse so appointments, treatments, and invoices can link back automatically.
The diary offers both Calendar and List views. When you create an appointment you can toggle between Treatment and Personal time, pick date/time/duration, select the client, and choose whether the visit is at their address or at a yard. Address fields use postcode lookup, so the app can calculate travel time between visits and show suggested leave-by times. Recurring appointments are supported (monthly, fortnightly, etc.), and notes capture special instructions. Because appointments link to clients, horses, and your service catalogue, a visit flows straight through to clinical records and invoicing without retyping the same details.
Client profiles store contact info, country, postcode, outstanding balances, and linked horses. Horse profiles keep DOB, sex, discipline, owner, yard, relevant information, veterinary history, vet consent status, additional contacts (groom/rider), activity logs with WhatsApp/email/SMS shortcuts, images/documents, and full treatment history with PDF export. Yards live in their own section so you can see every horse at a location and plan your day efficiently. The recommended workflow is add the client, then the horse, then assign the yard. That structure keeps multi-horse households tidy and makes it obvious which owners, horses, and invoices belong together.
Each treatment follows the SOAP structure practitioners are trained to use: Subjective notes, Dynamic Assessment, Palpation Findings, an interactive Body Chart with Mild/Moderate/Severe markers, Treatment Given, and Recommendations. You can attach treatment photos or documents, and the record is timestamped when completed. The body chart lets you tap or click on anatomical diagrams of each side of the horse, so you can track recurring issues over time. Because treatments link back to the appointment, horse, and client, the full history builds automatically and is accessible from any of those views.
Every treatment record has an Export PDF button. One tap produces a professional vet report that includes your practice branding, the horse details, full SOAP notes, the body chart, and any photos you attached. The same PDF is accessible from the horses treatment history and the clients file (handy when insurers or vets request documentation). Practitioners use these exports to share progress with vets, provide evidence for insurers, or hand clients a structured record after a block of treatments.
Invoices are created from appointments/treatments using the service catalogue and travel charge you configured. Each one shows status (Draft, Sent, Partial, Paid), due date, and precise line items (for example Equine Physiotherapy 60 mins plus Call-out Charge ). You can preview the PDF, email it directly from the app, or mark it as paid/partially paid. The Payments view aggregates outstanding balances and lets you send reminders to clients who havent paid yet. Bank details, payment terms, and custom footer notes are pulled in automatically so invoices look professional without extra editing. If you connect Xero, invoices, contacts, and payment status sync automatically to your accounts.
Yes. Equine Practitioner auto-detects your currency and supports GBP, USD, EUR, AUD, NZD, and CAD out of the box. Pricing is displayed in your currency (£20/£200 in the UK, $25/$250 in the US, €25/€250 in the Eurozone, $45/$450 in Australia, $48/$480 in New Zealand, $35/$350 in Canada). Invoice templates, payment terms, and bank details follow that choice. Theres a native Xero integration in Settings so you can sync invoices, contacts, and payments directly into Xero, avoiding double entry.
During onboarding the team offers free migration from Cliniko, Jane, spreadsheets, CSV exports, or even paper records. They manually import clients, horses, appointments, and treatment history so you start where you left off. Once youre in the app you can download a complete backup at any time from Settings 2 Backup Your Data, which packages clients, horses, appointments, treatments, and invoice types into a single export. You also control your account lifecycle: replay the getting-started tour, update branding, or delete your account entirely if you ever leave the platform.
The trial lasts 7 days with full access and no credit card. After that you can subscribe to the Practitioner plan: £20 per month or £200 per year (two months free) in the UK, $25/$250 in the US, €25/€250 in the Eurozone, $45/$450 in Australia, $48/$480 in New Zealand, and $35/$350 in Canada. One plan includes everything: scheduling, clinical records, body charts, vet reports, invoicing, payments, migrations, backups, and integrations. If you dont subscribe, your account pauses and data is retained for a short window in case you change your mind.
Equine Practitioner runs entirely in the browser, so there is nothing to install. The interface is responsive and deliberately designed for phones and tablets as well as desktops. Practitioners routinely add appointments, log treatments with the body chart, upload photos, and send invoices directly from their phone between visits. The Help centre confirms the full experience is available on mobile, tablet, and desktop, and you can replay the getting-started tour from Settings if you need a guided refresher.
The in-app Help & Support section contains a detailed knowledge base (Getting Started, Managing Your Practice, Appointments & Treatments, Invoicing & Payments, Dashboard overview, FAQs) plus quick answers to common questions like importing data or adding your logo. If the articles dont solve it you can contact support directly from the app, and they typically reply same day. You can also replay the getting-started tour at any time for a guided walkthrough.