How to Organise Client Records as an Equine or Canine Therapist (Without Spreadsheets)

Struggling to find notes, reports, or client details when you need them? Here’s a calmer way for equine and canine therapists to organise client records without spreadsheets or memory overload.

Most equine and canine therapists are writing things down.

Notes are taken.
Reports are written.
Exercise plans exist.

The stress creeps in later – when you’re trying to find a specific detail before, or even during, an appointment.

Which file.
Which document.
Which system.

That’s when admin starts to feel heavier than it should. Not because you’re disorganised – but because information is spread across too many places.

Your brain isn’t meant to hold everything

The mental load doesn’t come from doing the work.
It comes from keeping track of where the work lives.

You’re not forgetting what you did last session.
You’re trying to remember where you wrote it down.

When client and animal information lives across documents, photos, messages, and different platforms, your brain ends up acting as the locator system. And that’s exhausting.

Your brain isn’t meant to be the filing cabinet.
It’s meant to do the thinking.

“Just write it down” isn’t the solution

Most therapists already are.

The problem is that information often lives in different places:

  • Session notes

  • Reports

  • Exercise plans

  • Photos on your phone

  • Documents saved somewhere else

Everything exists… just not together.

That’s what creates hesitation, second-guessing, and admin that creeps into your evening after the workday is done.

 

What actually makes record-keeping feel calmer

Calm doesn’t come from being more disciplined.

It comes from knowing exactly where to go.

When you always know whether to open the client or the animal, you don’t need to keep a mental map of your admin.

You check the record.
You trust what’s there.
You move on.

 

How Equicantis organises client and animal information

The animal page holds:

  • All animal details

  • Diagnosis

  • Session reports

  • Exercise plans

  • Forms

  • Additional documents

  • Images

  • Vet and other paraprofessional details

Everything related to that animal lives together, so you can see the full clinical picture without piecing it together from multiple places.

The client page holds:

  • Client contact details

  • A list of all animals (with direct links)

  • All invoices

Client admin and animal care are clearly separated, without duplication or hunting.

 

What this changes day to day

  • Fewer “I’ll check that later” moments

  • Less second-guessing during appointments

  • Less admin spilling into your evening

  • More confidence that everything is where you expect it to be

You’re not mentally tracking where things live.
You just go to the client. Or the animal.
And everything is there.

Being organised doesn’t mean colour-coded perfection.

It means knowing exactly where to look – every single time.

If you want your client and animal records to feel calmer, clearer, and easier to trust, Equicantis was built around that exact problem.

www.equicantis.com