Features
Everything you need for your equine wellness business.
EquiZenergy brings your records, session documentation, releases, scheduling, invoicing and more into one organized place — so the business side takes less time at the barn.
Your business, simplified. Barn ready!
Explore the tools behind EquiZenergy.
Click any feature for a plain-language explanation of how it works.
Click any feature for the details →
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Session Reports
Document reactions, use body-area dropdowns or touch the body map, add SOAP notes, and send a polished completed session report.
1 Mild · 2 Moderate · 3 StrongSOAP notesCompleted reportBody map
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Veterinary Documents
Keep prescriptions, veterinary authorizations or releases, recommendations, and other supporting records with the horse — especially helpful when documentation needs differ by location and service.
Requirements varyPDF / ImagePhoto from phone
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Scheduling
Manage appointments and let clients request a time through your own public request link.
Copy request linkClient requestsCalendar
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Package tracking
Packages, Invoicing & Reports
Sell prepaid session packages, track sessions used and remaining, create invoices, and review monthly and yearly reports.
6 purchased · 2 used · 4 remainingClient sees remaining balanceMonthly & yearly reports
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Your Branding
Personalize the client-facing experience with your logo, business details, service area, bio and services.
Your logoBusiness pageClient-facing
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Releases & Disclosures
Use the EquiZenergy release, your own release, both, or manage releases outside EquiZenergy — with additional disclosures when needed.
Electronic signaturesState-specific flexibilityYour choice
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Prepaid session packages
Sell the package. EquiZenergy keeps count.
Once a prepaid package is paid, eligible saved sessions can be applied to it. EquiZenergy automatically tracks how many sessions were purchased, used, and remain.
6Purchased
2Used
4Remaining
✓You can always see the balance.
Package status stays visible in the Owner File and after a covered session.
✓The client can see what is left, too.
When a prepaid session report is emailed, the report message includes the number of package sessions remaining.
✓No double-counting revenue.
Applying a prepaid session reduces the package count without creating another invoice, payment, or revenue entry.
Example shown: 6-session package with 2 sessions used and 4 remaining. The screenshots at right are from the actual EquiZenergy provider app.
Owner File: purchased, used and remaining sessions stay together with the client and horse record.
After the session: EquiZenergy confirms the package was used and shows what remains.
Paperless from start to finish
Send. Sign. Session. Report. Done.
Releases can be sent before the appointment or completed at the appointment. Clients sign electronically, signed release packages can be emailed, and finished session reports can be emailed too.
No more carrying paper forms from barn to barn.
1Send ReleaseBefore the appointment
2e-SignOr complete at the appointment
3SessionBody map + notes
4Create ReportProfessional PDF/report
5EmailShare copies digitally
On the go
Your business at your fingertips.
Use EquiZenergy on your computer, tablet, or phone — at the barn, at home, or on the road.
- ✓Create session notes and reports
- ✓Manage owners and horses
- ✓Complete forms and releases
- ✓Manage your schedule
- ✓Create invoices and packages
- ✓Limited offline session work planned
