7. Timeline, Recurring Events, and Calendar (Mobile)

Use this workflow to track care history, set recurring schedules, and keep upcoming work visible in Calendar & Feed.

7.1 Add to Timeline with a recurring schedule

1. Go to My Stable and open your horse profile.
2. Open the Timeline tab.
3. Select Add to Timeline (the + button on mobile).
4. Choose the Event type and set the Date.
5. Turn on Create recurring schedule?.
6. Enter a Reminder interval and choose a Unit.
7. Select Add event.

7.2 Confirm the timeline entry

1. Stay on the Timeline tab after saving.
2. Expand the year group if needed.
3. Confirm the event appears in the list.
4. Confirm the event shows recurring schedule details.

7.3 Add recurring scheduled events directly

Use this when you want to create a scheduled item without first adding a timeline entry.

1. Open the horse profile Scheduled tab.
2. Select Add scheduled event.
3. Set Event type, Title, and Due date.
4. Turn on Repeat this schedule.
5. Set the recurrence Interval and Unit.
6. Select Save.

7.4 Manage scheduled status and completion

1. Open the horse profile Scheduled tab.
2. Use Edit to adjust due dates and set Mark as booked.
3. Use Complete when the care item is done.
4. Confirm the completed item appears in Timeline.
5. For recurring items, confirm the next scheduled item is created automatically.

7.5 Use Calendar & Feed

1. Open Calendar from the client portal nav.
2. Use Feed for list view and Calendar for date-grid view.
3. Use Filter by horse to isolate one horse.
4. Scheduled items display as due or booked in the feed.
5. Use For Apple and Outlook Classic or Google and Outlook (New) to sync.
6. Use Reset link if you need to rotate your sync URL.