---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'HorsesSettings'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Horse settings
summary: >-
  Configure organisation‑wide defaults for new horses, manage groups and
  vaccination rules.
helpKey: HorsesSettings
generated: true
tiles:
  care-defaults:
    title: Horse care defaults
    summary: >-
      **Horse care defaults** shows the intervals used for automatic planning of
      care tasks and the default vaccination rule for new horses.
  groups:
    title: Groups
    summary: >-
      Groups let you organise horses and filter the horse list, calendar, care
      and feed planning by group.
  vaccination-rules:
    title: Vaccination rules
    summary: >-
      Shows all vaccination rules for your stable; you can add, edit or delete
      rules here.
modals:
  save-group:
    title: Add/Edit horse group
    summary: >-
      Use this form to create a new horse group or rename an existing one. The
      **Name** you enter will appear in the groups list.
  save-vaccination-rule:
    title: Vaccination rule
    summary: >-
      Create or edit a vaccination rule – set the interval and non‑competition
      days, then press Save to apply.
---

# Horse settings

Use this page when you set up care defaults for new horses, organise them into groups, or define vaccination policies for your stable.

## Good to know
- The **Default vaccination rules** dropdown in **Horse care defaults** only shows the vaccination rules you define on this page, so you can select a newly added rule as the default.
- After saving new care defaults you’ll be asked whether to apply them to all horses; choose **Yes** to update all, **No** to keep current settings.
- The three‑dot **Edit** / **Remove** menu appears for groups and for vaccination rules that belong to your organisation; other rules are view‑only.

<!-- help-docs: tile care-defaults -->

## Horse care defaults {#care-defaults}

This tile displays the default care intervals that are applied to new horses and the default vaccination rule.

### Reading the Horse care defaults
If a definition shows **Not configured**, no default is set for that item.
- **Default vaccination rules**: the rule used by default when vaccinating a horse.
- **Default farrier weeks**: number of weeks between automatically scheduled farrier visits; empty = no automatic farrier planning.
- **Default dentist weeks**: number of weeks between automatically scheduled dentist visits; empty = no automatic dentist planning.
- **Default deworm weeks**: number of weeks between automatically scheduled deworming; empty = no automatic deworm planning.
- **Default rhino weeks**: number of weeks between automatically scheduled rhino treatments; empty = no automatic rhino planning.

### Change the default care settings
1. Click **Edit** (pencil icon) on the tile header.
2. In the **Default vaccination rules** dropdown, choose a rule or **None**.
3. Enter a number in each **Default … weeks** field, or clear it to stop automatic scheduling.
4. Click **Save**. If any value changed, a confirmation appears; click **Yes** to apply to all horses, or **No** to keep existing horses unchanged.
5. Click **Cancel** to close without saving.

### Good to know
- The **Edit** button is only visible if you have permission to edit organisation settings.
- New horses automatically get these defaults; existing horses only change after you confirm the bulk update.
- Leaving a weeks field empty disables automatic scheduling for that care activity.

<!-- help-docs: tile groups -->

## Groups {#groups}

The Groups tile lists all horse groups you have created and lets you add, edit or delete groups.

### Reading the Groups
- **Name**: the name you gave the group, used for filtering horses.
- **Three-dot icon**: opens a menu with **Edit** and **Remove** actions.

### Add a new horse group
1. Click the **Add** button at the top right of the tile.
2. In the dialog, enter a **Name** for the group and click **Save**.
3. The new group appears in the list.

### Edit a horse group
1. Click the three-dot **icon** next to the group you want to change.
2. Choose **Edit** from the menu.
3. Change the **Name** and click **Save**.

### Delete a horse group
1. Click the three-dot **icon** next to the group.
2. Choose **Remove**.
3. Confirm by clicking **Delete** in the confirmation dialog.

### Good to know
- When no groups exist you see the message There are currently no groups.
- Groups can be used to filter the horse list, the horse calendar, care planning and feed planning.
- Deleting a group cannot be undone; the horses remain but lose their group assignment.

<!-- help-docs: modal save-group -->

### Add/Edit horse group {#save-group}

This form lets you add a new horse group or change the name of an existing one.
#### Name
- Enter the desired group name. It is required and will be shown in the groups list and used when assigning horses.
#### After saving
- The group appears (or is updated) in the list of horse groups on the Groups page.

<!-- help-docs: tile vaccination-rules -->

## Vaccination rules {#vaccination-rules}

This tile lists the vaccination rules defined for your stable.

### Reading the Vaccination rules
- **Name**: the rule's identifier, shown in bold.
- The paragraph below the name tells the timing: the horse must be vaccinated within the given months and extra days, and then cannot compete for the indicated number of days.

### Add a vaccination rule
1. Click **Add** (button with a plus icon) at the top of the tile.
2. The **Add vaccination rule** form opens; fill in the required fields and press **Save**.
3. After saving, the new rule appears in the list.

### Edit a vaccination rule
1. Click the three‑dot **Menu** on the right side of the rule you want to change.
2. Choose **Edit**; the same form opens pre‑filled. Adjust the fields and click **Save**.

### Delete a vaccination rule
1. Click the three‑dot **Menu** next to the rule.
2. Choose **Remove** (shown in red).
3. Confirm with **Delete** or cancel with **Cancel**.

### Good to know
- Edit and remove options are only shown for rules that belong to your organisation.
- If there are no rules, the tile shows "There are currently no vaccination rules."
- A loading indicator is displayed while the rules are being loaded.

<!-- help-docs: modal save-vaccination-rule -->

### Vaccination rule {#save-vaccination-rule}

Use this dialog to add a new vaccination rule or modify an existing one.

#### Period between vaccination
- **Months** – number of months that should pass between each vaccination.
- **Days** (optional) – extra days you may add to the interval.

#### Number of days not competing after vaccination
- Number of days the horse may not participate in competitions after the vaccine.

#### After saving
- The rule appears in the vaccination‑rules list and can be assigned to horses.