Existing: Paper-based system

Form prep

• Clients fill out forms.
  • Some are completely filled out - 99% done online, but some of these are via iPads loaned out from the counter during check-in, if clients haven't checked in ahead of time.
  • 1% manually in person (should have been completed by 5pm the day before, right?)
• Completed forms are delivered to office@candmstables.com.
• (Back Desk) Forms are printed as they come in.

Payment & Initial Ride Group Organization

• Clients check in at front desk.
  • Front desk checks for paperwork.
    • If no paperwork, they're loaned an iPad.
  • [Paperwork is complete from a client perspective, no matter how it was done.]
  • Payment is collected.
    • In some situations payment information is stored on an air gapped machine for security purposes.
    • There is no pre-pay option available at this time.
  • Information is added to the paperwork:
    • Payment info (how they paid and the amount.)
    • Rider ability is copied from the form to the top right corner (for easy access for the corral staff.)
    • Ride length is copied from the form to the top right corner (for easy access for the corral staff.)
    • [These fields in the top right are hidden from clients on the web form.]
  • Paperwork is physically organized into ride groups on a single clipboard, and handed off to the corral.
    • The Horse Daily Work List form is prepped with:
      • Date
      • Time
      • Guide's name
      • Number of riders
      • Type of ride (beach, trail, etc)
      • Total dollar amount of the full ride group

Corral - Horse Assignment

• Fills out the horses as they're assigned, using Horse Daily Work List.
  • Each client form is brought up during check-in, the name of their assigned horse is added to the top right corner, along with rider ability, ride length, and payment amount.
  • Individual client forms are kept with the Horse Daily Work List.
• [Riders depart]
• Corral finishes with rider group packet on the clipboard, brings it back to the front desk.

Front Desk - Additional Info, Closing

• During the ride, check in times are recorded in Horse Daily Work List.
  • Different rides have different check ins; some need more than others.
  • Once the ride group has returned, the combined ride group packet is scanned in and added to the Front Desk machine (current network name DESKTOP-A8AM3RN) in the following location:
    • C&M DOCUMENTS
      • 2. Permanent
        • INCOME-RECEIPTS
          • [##Month]-EMSCo Daily Reports-[####Year] e.g. 12-EMSCo Daily Reports-2021
            • [##MonthNumber]-[MonthName] [##Day] e.g. 7-July 21
              • Daily Rider Forms
• Done with this group, on to the next!