Practical answers about how Equine Practitioner helps equine and canine practitioners manage clients, animals, appointments, treatment notes, reports, invoices, payments and booking requests in one professional system. Still need help? Email [email protected] and the team will reply same day.
Equine Practitioner is a browser-based practice management system built for individual equine and canine practitioners. It was created by Annie McAndrew (BSc (Hons) Veterinary Physiotherapist, FEI Permitted Therapist) together with Lumineer Digital, after years of bending human-clinic software to fit equine work. It links the whole workflow in one place — client → animal → appointment → treatment notes → report → invoice → payment and follow-up — and works on phone, tablet or desktop so you can run everything from the yard, the clinic, or wherever you work.
It is built for individual practitioners running their own practice and keeping their own records, including equine physiotherapists, osteopaths, chiropractors, sports massage therapists, rehabilitation practitioners, hydrotherapists and canine bodyworkers. Whether you travel between yards and homes or work from a fixed clinic, if you are a single practitioner managing your own clients and records, it is built for you.
It does not stop you using WhatsApp with clients, but it gives you a proper system of record. Instead of relying on messages, memory and half-finished notes, you keep the important information in one place: clients, animals, appointments, treatment records, reports, invoices and payment status, all linked together.
Generic clinic systems are usually built for human clinics. Equine Practitioner is built around equine and canine practitioners and the way they actually work: owners, horses, dogs, yards, body charts, treatment photos, hydrotherapy details, reports and invoices — all connected together.
Start in Settings: add your practice name, upload a square logo, enter your address (used for travel planning), business contact details and currency (or let it auto-detect). Connect Xero if you use it. Then open Invoice Settings to tune the service catalogue, durations, prices, default travel or call-out charge, payment terms and bank details. Finally add your first client, then their animal, so appointments, treatments and invoices link back automatically.
No. Equine Practitioner is a global practice-management platform for equine practitioners. We are headquartered in the UK, but the UK is just one of the markets we serve. The app is designed for practitioners working internationally, with country-aware settings that help you run your practice in the way that fits your local market — including your country, currency, business address, practice details, tax or registration information, invoice settings, payment terms and report branding. That means it can support practitioners across different regions, currencies and business setups, rather than being limited to one country.
Equine Practitioner supports a wide range of currencies, so you can bill in the one that fits your market: British Pound, Australian Dollar, New Zealand Dollar, US Dollar, Euro, Canadian Dollar, South African Rand, Brazilian Real, Danish Krone, Icelandic Króna, Norwegian Krone and Swedish Krona. Choose your currency in Settings so invoices and financial records reflect your own market.
Yes. You can add your practice name, business name, address, email, phone number, tax details and registration information where relevant. These details can then appear on invoices, reports and other professional documents.
Yes. You can store client, yard or barn, and business addresses in the app. These are used for client records, location management and travel planning where available.
Yes. Your practice settings can be updated at any time from Settings.
Settings is where you configure the core details of your practice: display name, practice name, business information, address, email and phone number, country, currency, tax or registration details, practice logo, data backup, subscription, and your Xero/accounting connection. These settings help make your reports, invoices and client-facing documents feel professional and specific to your own practice.
Invoice Settings controls the financial side of your practice. You can manage service types, default prices, treatment durations, call-out or travel charges, payment terms, invoice notes and bank account details. Use the default services as a starting point, then edit or add your own to match the way you work — for example physiotherapy, osteopathy, chiropractic, massage, hydrotherapy, laser therapy, rehabilitation assessments or other treatments you offer.
Client profiles store contact info, country, postcode (with lookup), outstanding balances and linked animals. Horse and dog profiles keep DOB, sex, breed, discipline, owner and yard. Yards (also called barns or stables) have their own section so you can see every animal at a location and plan visits efficiently. The recommended order is client → animal → yard, which keeps multi-animal households tidy and makes it obvious which owners, animals and invoices belong together.
Yes. Each animal record holds veterinary history, vet consent status, relevant medical information and additional contacts such as a groom or rider. You can attach images and documents, and every profile has an activity log with WhatsApp, email and SMS shortcuts so you can reach owners quickly.
Yes. One client can own multiple horses and dogs, and each animal keeps its own treatment history, body charts and reports. Appointments cover the right animal (or animals) at a visit, and invoices group correctly back to the owner.
The diary offers Calendar and List views. A new appointment lets you pick date, time and duration, choose the client and animal, and set whether you are visiting their address or a yard. Addresses use postcode lookup, so the app can calculate travel time between visits and show suggested leave-by times. Recurring appointments are supported, and because appointments link to clients, animals and your service catalogue, each visit flows straight through to treatment notes and invoicing.
Yes. Equine Practitioner includes client-facing booking, so clients can request appointments through your booking link instead of sending endless “when are you free?” messages. Requests come to you for approval rather than auto-booking, so you always stay in control of your diary.
Yes. Booking request settings let you set your working hours, minimum notice, buffers between visits, cancellation notice and which services are bookable. You can also choose whether the booking link is open to existing clients only or to new and existing clients, and every request needs your manual approval before it is confirmed.
Treatment records follow the SOAP structure practitioners are trained to use: subjective notes, dynamic assessment, palpation findings, the body chart, treatment given, recommendations and aftercare, and a suggested next appointment. You can record hydrotherapy details where relevant and attach treatment photos. Each record is timestamped and links back to the animal, client and appointment, so history builds automatically.
The body chart lets you tap or click anatomical diagrams of the horse or dog and mark findings as Mild, Moderate or Severe. It turns hands-on findings into a visual record that is easy to compare across sessions and clear for clients and vets to understand. Every annotation is saved to the treatment record.
Yes. Every treatment record exports to a professional PDF with one tap — your branding, the animal details, full SOAP notes, the body chart and any photos. Your treatment notes become a professional report without rewriting everything afterwards, ready to share with clients, hand to a referring vet, or provide as evidence for insurers.
Yes. Hydrotherapy is not treated as a generic note. The app includes dedicated hydrotherapy fields, so underwater treadmill and swimming pool sessions can be recorded in the detail rehab work actually needs.
You can record the modality (underwater treadmill or swimming pool), water level, speed, incline, harness size, repetitions, set time, rest periods and rest duration, buoyancy aids, jets, gait in water, and free-text hydrotherapy notes — so each session is documented precisely and progress is easy to track.
Invoices use the service catalogue, durations, prices and travel or call-out charge you configured. Each one shows status (Draft, Sent, Partial, Paid), due date and line items, and pulls in your bank details, payment terms and footer notes automatically. You can preview the PDF and email it to the client directly from the app.
Yes. Because appointments and treatments are linked to the client, animal and your services, you can turn a completed visit into an invoice without retyping anything — the visit details and charges carry straight through.
Mark invoices as paid or partially paid, and the Payments view aggregates outstanding balances across clients so you can see who still owes you and send reminders. Outstanding balances also show on the client’s profile.
Yes. There is a native Xero integration in Settings that syncs invoices, contacts and payment status into your accounts, so you avoid double entry.
Yes. During onboarding the team offers free migration from Cliniko, Jane, EquiGate, Equi Pro Connect, Equicantis, Cavanti, spreadsheets, CSV exports or even paper records. Export your data from whatever you are using and the team will import your clients, animals, appointments and treatment history so you start where you left off.
Yes. You can download a complete backup at any time from Settings → Backup Your Data, which packages clients, horses, dogs, appointments, treatments and invoices into a single export. Your data stays yours.
Equine Practitioner runs in the browser, so there is nothing to install. The interface is built for phones and tablets as well as desktops, and practitioners routinely add appointments, log treatments with the body chart, upload photos and send invoices straight from their phone between visits.
The in-app Help & Support section has a detailed knowledge base covering getting started, managing your practice, appointments and treatments, and invoicing and payments. If an article does not answer your question, email [email protected] and the team will reply same day. You can also replay the getting-started tour from Settings anytime.
The trial gives you full access for 14 days with no credit card required. You get the complete product: scheduling, booking requests, clinical records, body charts, hydrotherapy, reports, invoicing, payments, migration, backups and integrations.
After the trial you continue on the Practitioner plan — one plan that includes everything. Pricing starts at £20/month (or £200/year, two months free) in the UK, with local pricing available in other currencies. See the pricing section on our homepage for current local pricing.