FAQ

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Can I use Aurestra for free?

Yes. Aurestra is free to start. Free use may include limits on records, media, storage, or advanced workflows.

Your current plan details, pricing, and subscription options are shown in the app before you subscribe.

What does Pro unlock?

Aurestra Pro supports expanded barn operations. Depending on your role and current plan, Pro can include workflows such as recurring care tasks, reminder alerts, advanced permissions and team workflows, advanced ownership and sharing workflows, agreement templates, invoice preparation, invoice sending, adjustments, payment records, deposits, credits, client balances, and business dashboard context.

Some workflows also require the right stable or horse access, not just a Pro subscription.

What are client or account balances?

Client balances, sometimes shown as account balances in the app, bring together invoice and credit context for a client where available. They may show outstanding sent invoices, draft invoice amounts, overdue amounts, available credits, pending deposit collection, held deposits, related horses, and currency totals.

Use them as a stable-side review tool before sending invoices, following up, or applying credits. See Client Balances, Credits, and Deposits.

How do deposits and credits work?

Deposits and credits help track amounts that may affect what a client owes. For example, a last-month deposit may be pending collection, held, and later available as a credit depending on the workflow.

Credits can be applied to invoices where supported. Refunds and forfeitures are Aurestra recordkeeping actions and do not necessarily mean money moved through Aurestra. See Client Balances, Credits, and Deposits.

Should I complete my billing profile before sending invoices?

Yes, if your barn uses invoice workflows. Billing profile details help invoice PDFs and emails show the correct barn or business details where supported, including issuer name, contact details, address, tax settings, business numbers, footer notes, and logo.

Tax settings help prepare invoice records. They do not replace professional tax or accounting advice. See Invoices, Payments, and Billing Prep.

What is the difference between a draft invoice and an overdue invoice?

A draft invoice is stable-side preparation and may still need review, finalizing, or sending. An overdue invoice is a sent invoice with a due date that has passed and a remaining balance.

Draft reminders are prompts for the barn to review work. They are not the same as a client being overdue.

What is the difference between a booking, lesson, task, and appointment?

A booking reserves or records schedule time, often for an arena or facility. A lesson may be a booking connected to coach, rider/client, horse, or lesson context where available.

Care appointments and care tasks usually belong in the horse health and care workflow unless a facility also needs to be reserved. See Book Arenas and Facilities and Care Records and Tasks.

What is the difference between a health log and scheduled care?

A health log or care record is for completed or past care. Scheduled care, an appointment, or a care task is for future or follow-up care.

This helps Aurestra separate what happened from what still needs attention. See Care Records and Tasks.

Where can I see current pricing?

Current pricing appears in the app before you subscribe. Do not rely on old screenshots or old help articles for exact subscription prices.

Can I import spreadsheets?

In many cases, yes. If you have horse lists, owner lists, boarder records, or other barn spreadsheets, contact Aurestra at info@aurestra.com.

Imports can vary based on the spreadsheet structure and the amount of cleanup needed.

Can historical data be migrated?

Sometimes. Historical care logs, calendars, invoices, and other records are more custom than a simple contact or horse list.

Send us a note with a sample of what you have. We can help decide whether assisted setup or a custom migration is the best path.

Who can see my data?

Visibility depends on the connections, roles, permissions, shared horses, shared stables, invitations, bookings, invoices, and agreements configured in Aurestra.

For example, a stable manager, owner, boarder, coach, or invited contact may see different information based on their relationship to the record. Some schedule details may be visible to the stable, while other details may be limited to participants or managers.

Use sharing and invitations carefully, and review access if a person's barn relationship changes.

How do sharing and permissions work at a high level?

Aurestra uses relationships to decide access. A person may be connected through a stable, horse, ownership record, coach/client relationship, invitation, booking, invoice, or agreement.

Permissions can affect what a person can view or manage. Advanced access-control invitations and permission workflows may require Aurestra Pro; basic contacts, boarders, and ownership records can still be used for barn-side organization where you have access.

Does Aurestra replace accounting, legal, veterinary, or tax advice?

No. Aurestra helps with barn-side operations such as records, scheduling, care context, invoice preparation, operational billing context, and payment record keeping.

It does not replace accounting software, bookkeepers, accountants, tax professionals, veterinarians, emergency care, legal contracts, or formal proof of ownership.

What does Verified or Unverified owner mean?

Verified means the ownership relationship has been confirmed through a supported Aurestra workflow. Unverified means the owner is recorded for organization, sharing, or billing context but has not completed that confirmation.

Unverified ownership does not necessarily block basic barn-side setup or invoicing. Verification is not legal proof of ownership.

How do I get help?

Contact Aurestra at info@aurestra.com or use the contact form on the Aurestra website.

When asking for help, include the email address on your Aurestra account and a short description of what you were trying to do.

How do I delete my account?

Aurestra provides account deletion from the app where available and has a website page with deletion guidance.

Visit aurestra.com/delete-account for current instructions. If you need help, contact us from the email address associated with your account.


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