Owner Details
Full contact information, billing details, and the responsible party for decisions and payments during the boarding period.
A well-designed application standardizes intake, reduces disputes about care or payments, and documents proof of vaccinations and insurance. Using an electronic workflow shortens turnaround and preserves an auditable record of consent, signature attribution, and timestamping under ESIGN and state electronic transaction laws.
The application is completed by horse owners, facility staff, and third parties such as agents or veterinarians when required.
Oversees intake, verifies documentation, enforces facility rules, and maintains the signed application alongside boarding contracts and medical files for the required retention period.
Provides accurate horse and contact details, discloses health history and insurance, signs the application to accept rules and liability terms, and updates records when circumstances change.
| Field | Configuration |
|---|---|
| Owner Name | Required text field, auto-capitalize entries |
| Date Fields | MM/DD/YYYY with calendar picker enabled |
| File Upload | Allow PDF/JPEG up to 10 MB per file |
| Signature | eSignature field with audit trail and signer email |
Full contact information, billing details, and the responsible party for decisions and payments during the boarding period.
Breed, age, identifying marks, microchip or tattoo, and any behavioral notes that affect housing needs or handling.
Vaccination dates, Coggins/EIA test results, current medications, and veterinarian contact information for urgent care.
Policy details and explicit liability allocation, including whether the facility requires owner-held mortality or major medical coverage.
Authorized emergency contacts, veterinarian authorization for treatment, and owner authorization limits for care decisions.
Admission conditions, payment terms, termination and transfer procedures, and signature lines for owner acknowledgment.
Clear fields for owner and horse identity plus searchable ID numbers that staff can use to match records and avoid errors during check-in and treatment.
Fields to record vaccine dates, test names and dates, veterinarian contact, and an upload area for signed medical documents or lab results.
Capture insurer, policy numbers, billing contact, and payment authorization to confirm financial responsibility prior to admitting the horse.
Explicit waiver language and acceptance checkboxes that allocate risk and set expectations for care, emergency treatment, and liability.
Provide current vaccinations and test records before move-in; facilities commonly require within 30 days.
Coggins test often required within 12 months for interstate movement or admittance.
Full payment or deposit is commonly required before or on arrival date.
Provide insurer and policy details prior to admission when facility insurance requirements apply.
Standard notice periods are 24–30 days for non-emergency contract termination.
Choose platforms that support secure signatures, file uploads, and integrations with your management systems.
Ensure the chosen platform provides audit trails, access controls, and export formats that meet regulatory and insurance needs.
| Criteria | Boarding Application | Full Boarding Contract |
|---|---|---|
| E-signable | ||
| Notarization needed | sometimes | |
| Liability waiver included | ||
| Renewal requirement | periodic update | often multi-year |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Owner completes form and uploads required documents for review.
Staff confirm vaccinations, Coggins, and insurance before approval.
Facility notifies owner of acceptance and move-in instructions.
Horse arrives and staff record final intake in facility systems.
Optica used a digital application to reduce turnaround time.
Martin Properties centralized intake and compliance checks.
| Criteria | Boarding Application | Boarding Contract |
|---|---|---|
| Primary purpose | intake and records | contractual rights and obligations |
| Typical length | 1–3 pages | 4–10 pages |
| E-signature suitability | ||
| Notarization common | rare | occasional |