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Equine records · EQ-13

Livery Client Information Sheet

A free printable livery client form — owner and emergency contacts, horse identity, vet, farrier and insurance, with consent for emergency treatment.

First page of the Livery Client Information Sheet — Take the information a yard needs at the point a horse arrives, rather than trying to find it during an emergency at eleven at night.
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2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Take the information a yard needs at the point a horse arrives, rather than trying to find it during an emergency at eleven at night.

Who it is for

Livery yards, riding schools and anyone taking horses onto their premises.

How to use it

  1. Fill it in with the owner on the day the horse arrives.
  2. Get the emergency treatment consent question answered explicitly.
  3. Record the owner's third-party liability insurer.
  4. Update it annually — phone numbers and insurers change.

What is on the sheet

2 pages, in this order:

Page 1

Printed under the title: Everything the yard needs about one horse and one owner, taken at the start rather than asked for at the worst moment.

Information, not an agreement. A livery agreement is a contract and this sheet is not one. It records the practical information a yard needs. What each party is liable for, notice periods and insurance requirements belong in a written agreement — take advice on that separately.

Owner

Write-on lines: Name · Phone · Second contact and phone · Address · Email

Horse

Write-on lines: Name · Passport number · Microchip · Age and height · Livery type · Started · Stable · Turnout arrangement

Professionals and cover

Table, 6 rows: Who · Name · Phone · Policy or account · Notes

Page 2

Consent and instructions

  • Yard may call the vet in an emergency if the owner cannot be reached
  • Owner has third-party liability insurance in place
  • Feed is supplied by the yard / by the owner — delete as applicable
  • Rugs, medication and turnout instructions are on the feed chart
  • Owner has read the yard rules and the fire procedure
  • Emergency contact is someone who can attend, not only answer a phone

Ruled lines: Anything else agreed at the start

Signature strip: Owner · Yard · Date

Ruled lines: Changes since, with dates

Questions

Is this a livery agreement?

No, and it should not be used as one. A livery agreement is a contract dealing with fees, notice, liability and insurance, and it is worth having drafted properly. This sheet records the practical information alongside it.

Related sheets

Customer Record Card

Keep one card per customer so the history of what was done, what it cost and when the next visit is due lives in one place.

IM-12 1 page

Also in the resources library

The same subject, with a version you can fill in on screen.

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