A rider's client card has everything about the rider in one place: bookings, payments, cards and history.
To open it, select Clients in the admin menu and then the rider's name. You can also open it from the Events page or Horse assign.
What each tab on the client card shows
The client card has six tabs. The number on a tab shows how many items it has.
Tab | What it shows |
Basic info | Contact details, skill level, weight and height, club membership, marketing consent, family accounts, the signed Registration Form (Show), tags, Business remarks and previous horses |
Reservations | Bookings as a list or a month. Unpaid bookings have red stripes. |
Invoices | Invoices under Sent, Cancelled, Paid - waiting for action and Complete, and Create new invoice |
Cards | Stablecards, Passes and gift cards, with credits or value left and the expiry date |
Forms | Forms the rider has filled in. Open one to read the answers. |
History | Bookings, cancellations, invoices, card changes and payments. Open an entry for details, a receipt or a refund. |
Business remarks are your own notes about the rider; riders never see them. Club membership shows whether the rider's SRL membership is valid. Only Finnish stables use it, and it has nothing to do with Hopoti Memberships.
Check a payment and its receipt
Open the History tab.
Choose the dates, and under Show choose Payments.
Select Show on the payment.
The payment window shows the payment method, the price with VAT (including any booking fee) and what was bought. Select Open receipt or Download receipt for the receipt.
Refund payment opens a chat with our team, where you give the details and confirm. See Refund a payment.
Change a rider's booking or credits from the client card
You need Administrator or Instructor permissions to make these changes on a client card:
A booking: on Reservations, select a lesson and use the wrench menu to move or replace the rider or edit their payment plan, or select Remove client from event. See Manage riders on a lesson.
Stablecard credits: on Cards, select the pencil on a Stablecard to change its credits, expiry date or tags. See Give, edit or extend a rider's Stablecard.
Hide the rider: Hide client at the bottom of the client card takes the rider off your client list but keeps their history. See Hide or remove a client.
Open this section if the rider is part of a family account.
If the rider has a family account
If the rider has a family account
The Basic info tab shows the Parent account and Child accounts. Select a name to open that client card. A child's bookings are on the child's card, but invoices for them are on the parent account, because the parent pays. See How family accounts work for your stable.
If something on the client card doesn't look right
A booking or payment is missing from History: History shows the last 3 months by default. Change the dates and set Show to All.
Past bookings are missing from Reservations: tick Show gone events.
A child's invoice isn't on the child's card: open the parent account.
An invoice is under Cancelled: Hopoti cancels an unpaid invoice with bookings after your grace days (3 days after the due date by default) and removes the rider from those lessons. Invoices for offline payments and Memberships aren't cancelled this way. Cancelled invoices can't be restored. See Unpaid invoices and riders removed from lessons.
Still stuck? Message our team in the chat with the rider's name and the date of the booking or payment.