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People, Roles & Sharing

People, Contacts, and Owners

Understand contacts, owners, boarders, invited users, and shared access.

In this guide

Aurestra separates practical contact information from app access. That makes it possible to keep useful barn contacts without forcing every person to create an account.

What this helps with

  • Understanding contacts, owners, boarders, equine professionals, and invited users
  • Keeping people and organizations organized
  • Choosing the right billing contact where available
  • Sharing access carefully
  • Knowing why visibility can differ by person

Contacts vs Aurestra users

Contacts are barn-side records for people or organizations connected to your stable, horses, services, or billing workflows. A contact does not always need an Aurestra account.

A contact can represent:

  • An owner or boarder
  • A vet, farrier, hauler, bodyworker, or supplier
  • A coach or another equine professional
  • A staff member or emergency contact
  • A company or organization

Contacts can include names, email addresses, phone numbers, and other useful details.

Use clear, current email and phone details when possible. This reduces duplicates and helps invitations or future links to Aurestra users work more cleanly where supported.

Linked Aurestra users

Some contacts can later be linked to Aurestra users. This may happen through matching email or phone details, accepted invitations, or supported relationship workflows.

Linked users may be able to receive invitations, notifications, shared access, professional or client relationships, ownership requests, or agreement links depending on the workflow.

Owners, boarders, and billing contacts

An owner is usually connected to horse ownership or horse context. This helps the barn organize records, sharing, communication, and billing context where available.

A horse can have one owner or multiple ownership records. Where supported, split ownership can include each owner's percentage so the horse record reflects how the barn understands the relationship.

Ownership can be connected to an existing contact, your own contact record, or a new contact created for the person. Use clear names, email addresses, and phone numbers so access, verification, and billing review are easier later.

A boarder may be connected through a horse's stable relationship, board assignment, or related barn workflow.

A billing contact is the person or organization used for invoice and balance context. Depending on the barn's workflow, the billing contact may be an owner, a boarder, a parent, a company, or another responsible party.

These are operational relationships inside Aurestra. Assigning an owner is useful even when the person responsible for payment is different later. Ownership helps keep the horse connected to the right person, can support owner access where used, and gives the barn a clearer starting point when confirming billing details.

Aurestra ownership records help the barn keep work organized and do not replace legal ownership records, accounting systems, or formal contracts.

Verified and unverified owners

Where available, owner verification confirms a response or relationship through the supported Aurestra workflow.

Review and update horse ownership in Aurestra

Verification requests can be sent by supported contact channels, such as email or text message, when the contact has deliverable details. The owner can then confirm the relationship through the Aurestra workflow.

A verified owner has completed that confirmation. An unverified owner is still recorded for organization, sharing, or billing context, but has not completed the verification step.

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

Stable and emergency contacts

Stable contacts are people or organizations tied to the barn. They can be useful even if they are not owners or app users.

Use stable contacts for barn-wide reference: staff, vets, farriers, haulers, coaches, suppliers, emergency contacts, or frequently contacted people.

Where applicable, stable setup prompts may ask for missing stable or emergency contacts. Treat these as practical setup reminders, not as compliance warnings.

Invitations and shared access

Invitations help bring another person into Aurestra with the right connection.

Depending on the workflow, an invitation may relate to a stable, horse, ownership record, professional/client relationship, agreement, or contact relationship.

What the invited person can see depends on:

  • The relationship they accepted
  • Their role at the stable or with the horse
  • Permissions configured by the person or barn sharing access
  • Whether the record, booking, invoice, or agreement is relevant to them

Contacts, invitations, boarder relationships, and ownership records are included with Aurestra Free. What someone can see or manage still depends on the relationship and permissions attached to the invitation or record.

Equine professional and client relationships

Equine business profiles can manage clients and active connections with stables. These relationships provide the supported client, location, and horse context for professional appointments without making the professional a stable manager.

Coaching profiles use the same business foundation and add lesson-focused relationships and scheduling tools.

For setup and scheduling, see Set Up an Equine Business and Service Appointments and Lessons.

Agreement access

Agreement access is narrower than ordinary horse or contact access. The named parties and authorized management for the issuing stable can access a document through the supported workflow.

Being recorded as an owner, boarder, stable contact, or person with access to the horse does not automatically make every agreement visible. See Agreements and Boarder Onboarding.

Keep contact lists clean

Use clear names and current email or phone details. Avoid creating duplicates when a person already exists as a contact.

If a contact becomes an Aurestra user later, matching email or phone details can help connect the records more cleanly.

Related guides

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