Horse Business Tools
Here you will find free forms and templates for horse business owner. Each link takes you to the article in which the template download appears; you can read the post or scroll down to the bottom to find the link. Each of these forms is free to use, though if there is footer attribution it must remain in-tact.
Main Equestrian Professional Planner page
Download all the Equestrian Professional Planner templates, including daily, weekly, and monthly pre-dated calendars, and renew any forms you need for free.
2011 Equestrian Professional Planner templates
Download the 2011 Equestrian Professional Planner templates, including daily, weekly, and monthly pre-dated calendars.
Communication Log
Take notes on communications in which you engage. Record the substance of the communication, be it phone call, e-mail, or something else, as well as your plans for follow-up.
Client Quick Reference
Keep basic data handy with this client quick reference. Record names, phone numbers, e-mail addresses, and other information for at-a-glance referencing.
Trade Tracker
Tired of loaning out equipment that never gets returned? Or borrowing things and forgetting who owns them? Keep track of both on the trade tracker.
Horse Show tracker
Keep track of when and where upcoming horse shows will be held, including hotel room reservations, directions, and competitors.
Horse Business Glossary
Confused about a term or concept? Look it up in the horse business glossary, where we define dozens of words related to the horse industry.
Staff Satisfaction Survey form
You can better take care of your horse business staff if you know how they feel about your managerial prowess.
Horse Boarding Equine Evaluation template
Know the horses stabled on your property. This simple form provides you with a handy way to keep track of basic data on all boarded horses.
Gift Certificate templates
Give the gift of ponies! These gift certificate templates will generate more income and give clients incentive to spread the word.
Riding Instructor Schedule templates
Keeping a schedule of riding lessons for instructors will iron out the kinks of your horse business. Enjoy these templates for single- and multiple-riding instructor businesses.
Horse Business Employee Information template
All horse business owners need to keep track of their employees’ personal data. Use this template to track all staff members.
Barn Rules template
Horse business owners have an obligation to keep their clients safe. A set of structured barn rules accomplishes this, and will also protect your farm from liability.
Accident Report Form
If someone is hurt at your equestrian facility, this accident report form will document the incident.
Horse Boarding Equine Evaluation
Before inviting a new boarder into your business, have them fill out this horse boarding equine evaluation form.
Liability Waiver
Every horse business that accommodates mounted riders should have all clients/visitors sign liability waivers. This document protects your business from frivolous lawsuits.
Lesson Horse Wellness Check-up
Use this template to check your school horses every day, week or month for common maladies. It’s a cheap and easy way to protect your investment in lesson horses.
Invoice for Your Horse Business
Increase your chances of getting paid in the horse business by sending out regular invoices. This simple template will remind your clients what and when they need to pay.
Horse Training Progress Report
Your clients expect you to communicate about their horses’ progress. By filling out a progress report, you show that you are dedicated to professionalism.
Riding Lesson Plan
An organized riding instructor is an effective riding instructor. Develop long- and short-term goals with this template and keep your students moving toward those goals.
About the Author: Laura Jane Thompson is the Chief Equestrian Officer of Riding Instructor University and the Feature writer for the horses section at Suite101. She believes that any horse business can succeed provided its owner practices smart strategy.