Step-by-step help for the current HerdHarbor workflow—from adding an animal and building a pedigree to recording births, health care, genetics, sales, subscriptions, referrals, and cloud sync.
20 guides available
HerdHarbor uses an animal-first workflow: open an animal when the job is specific to that animal, and use Dashboard/Quick Add for day-to-day work.
Most common tasks
Jump straight to the job you need to finish. Times are estimates.
Add an Animal
Create the animal record that other HerdHarbor tools can reuse.
Finish your operation profile. Enter the farm, rabbitry, homestead, or operation name and the adult account holder information requested during registration.
Add your first animals. Use Animals or Quick Add. Enter factual information you know; do not guess missing pedigree, health, or genetic information.
Use Dashboard for today’s work. Dashboard combines existing tasks and dated follow-ups so you can see what needs attention without maintaining another list.
Use the animal profile for animal-specific work. Open the animal first, then choose the relevant Health, Breeding, Genetics, Pedigree, Shows, or History action when available. Use Budget for production records.
Tip: HerdHarbor follows an “enter once, reuse everywhere” rule. When a fact already exists in a record, downstream tools should reuse it rather than asking you to create a duplicate.
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02
Animals & Animal Profiles
The animal profile is the normal starting point for work tied to one animal.
Open Animals and choose Add Animal. Enter name/tag, species, sex, breed, birth information, and other known identifying details.
Save the animal before adding related records. This gives Health, Breeding, Pedigree, Genetics, Sales, and Analytics a canonical animal to reference.
Open the animal profile. Relevant tabs and actions appear based on species and available data. Not every animal needs every tab.
Change status instead of deleting history. Use Sold, Deceased, Archived, or Ancestor Only when appropriate so historical records and pedigrees remain intact.
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03
How to Create a Pedigree
Build the ancestry around an existing animal and review it before saving or printing.
Open the animal, then choose Pedigree. You can also open the Pedigrees area and select the subject animal.
Add the known parents and ancestors. Match existing HerdHarbor animals first. Create an ancestor-only record only when that ancestor is not already in your records.
Match existing ancestors whenever possible. Reuse an animal already in HerdHarbor instead of creating duplicate ancestry records.
Fill only verified ancestor details. Names, registration numbers, colors, breeds, and other fields should reflect the source you actually have.
Review the pedigree preview. Check sire/dam placement and each generation before saving.
Save, then print or export from the pedigree view. The saved pedigree remains tied to the subject animal and can be reused by genetics and breeding tools where supported.
Best practice: If an ancestor already exists as an active, archived, sold, or ancestor-only animal, match that record rather than typing the same animal again.
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04
How to Record a Breeding
Create the pairing once so later birth and offspring records inherit the correct parents.
Open Births & Litters and choose + Record birth, or choose Record birth on the breeding. Select the breeding that produced the birth whenever one exists so sire and dam stay linked.
Enter the actual birth information. Record the birth date, born alive, stillborn, fostered young, losses, expected weaning date, and other fields that apply.
Save the birth record first. When it is linked to a breeding, HerdHarbor marks that breeding delivered, closes its expected-birth reminders, and can create the weaning reminder from the saved date.
Create individual offspring from the saved birth card. Choose Create offspring or Add offspring, then add the individual animals you want tracked. Parentage carries forward from the linked breeding.
Update the same birth record as the litter develops. Record later weaned or lost-before-weaning counts instead of creating a second birth record.
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06
How to Enter Health & Medical Data
Use routine Health records for events and Health Intelligence for ongoing episodes when available.
Open the animal and choose Health. You can also use Health or Quick Add when recording care across the operation.
Choose the correct record type. For a basic record, choose Weight, Treatment, Medication, Vaccination, Observation, or Veterinary visit. Use Health Intelligence for structured episodes or care records when you need ongoing context.
Enter the date and factual details. Include product/medication, amount, route, notes, provider, or other fields only when known and relevant.
Add follow-up information when needed. Recheck dates, booster dates, quarantine, withdrawal end dates, and Health Intelligence follow-ups can feed the Today queue.
Use a Health Episode for an ongoing problem. When Health Intelligence is available, start an episode and add care over time instead of scattering an ongoing issue across unrelated notes.
Health note: HerdHarbor is a recordkeeping and educational tool, not a substitute for veterinary diagnosis or treatment. Use the Symptom Guide for educational triage information and contact a veterinarian for medical decisions.
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07
How to Record Weight & Use Growth Charts
Weights are health measurements first; analytics reads those records rather than maintaining a second set.
From the animal profile, choose Add weight. Or open Health, choose + Add health record, set Type to Weight, then enter the date, measured weight, and displayed unit.
Save each real measurement once. Do not duplicate a weight in Analytics; charts should derive from the health measurement history.
Open Analytics and choose Growth. Select the animal/species and date range you want to review.
Use trends, not one data point. Growth charts are most useful when measurements are taken consistently enough for your management purpose.
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08
How to Use Genetics & Rabbit Pair Analysis
Open Genetics from the animal profile. Rabbits can use Pair Analysis; other supported species use their species-specific genetics tools. For rabbit Pair Analysis, read visible-color possibilities first, then locus detail, evidence, pedigree context, and data-quality notes.
Open a rabbit profile and choose Genetics, then Pair Analysis. HerdHarbor opens its specialized rabbit genetics tools; supported other species use the appropriate genetics tools. Select one active buck and one active doe and choose View Genetics Prediction.
Read Possible Offspring first. These are visible coat-color outcomes that remain compatible with the parents' recorded phenotype, genotype, carrier, pedigree, and offspring evidence. Color names such as Black Harlequin or Black Magpie describe coat phenotype/pattern, not the rabbit breed or show recognition.
Use the first results as the quick view. HerdHarbor keeps the first ten color outcomes visible and puts a long uncertainty tail under More genetically possible colors. Nothing is discarded; the extra rows are simply collapsed to keep Pair Analysis readable.
Know the difference between a percentage and a range. A single percentage means the relevant recorded Mendelian genotype is resolved. A range such as 0%–14.06% means unresolved alleles allow several valid parental genotypes. The low and high values are the minimum and maximum across those valid scenarios.
Do not add the displayed ranges together. Each outcome's minimum and maximum can come from a different hidden-genotype scenario, so uncertainty ranges are not one probability distribution and are not expected to total 100%.
Use the Uncertainty preserved label as a warning, not an error. HerdHarbor intentionally leaves unknown alleles unknown instead of guessing a carrier state just to produce cleaner-looking percentages.
Quick example: If both parents are recorded as V/v at the Vienna locus, the genotype calculation is 25% V/V, 50% V/v, and 25% v/v (Blue-Eyed White). V/v does not predict how much visible Vienna marking an individual kit will show.
Review Extended loci for the technical detail.Calculated means HerdHarbor has enough information for a Mendelian cross. Unresolved means a parental allele is missing. No Mendelian percentage is intentional for complex, polygenic, variable-expression, or informational traits where a simple percentage would be misleading.
Breed context keeps unrelated specialty loci out of the main view. When both parents are the same mapped breed, HerdHarbor highlights loci normally relevant to that breed plus any locus supported by recorded evidence. For example, two Holland Lops will not have Rex, Satin, Lionhead-mane, or other specialty loci presented as expected traits unless evidence for that locus exists. Hidden loci are not declared biologically impossible and remain available for crossbred cases or when direct recorded genetics/trait evidence supports them.
Review Evidence used before trusting a narrow result. The list shows why HerdHarbor believes an allele is present, such as phenotype, recorded offspring, pedigree, breeder-entered information, or a genetic test. Evidence status is provenance, not a claim that every inferred allele was DNA tested.
Use Pedigree relatedness context as descriptive ancestry information. Shared ancestors are reported from the recorded pedigree. An incomplete pedigree does not prove the pair is unrelated, and HerdHarbor does not invent an inbreeding coefficient from missing ancestry.
Use Recorded pair history and offspring context as historical records. Prior litter size, survival, weights, health, production, and show records describe what is actually stored for that pair or offspring. Missing records are not treated as zero performance or guaranteed health.
Read Data-quality review and Why these results? before saving the prediction. These sections explain missing pedigree/genotype information and why a result is exact, ranged, unresolved, or intentionally left without a percentage.
How to make the prediction more precise: Record accurate phenotype/color, verified genotype or carrier status, correct sire/dam links, informative offspring colors, and known ancestors. Add only evidence you actually know. As compatible hidden genotypes are eliminated, broad ranges should narrow automatically.
Genetics note: Pair Analysis is a breeding-planning model based on the records in HerdHarbor. It is not a DNA test, does not replace breed-standard or veterinary guidance, and does not turn missing evidence into certainty.
09
Dashboard, Today & Tasks
Use the operational queue to answer “What needs attention?”
Start on Dashboard. Review Today before moving into individual modules.
Work from the source record. A Health recheck, show deadline, breeding/weaning task, quarantine date, or other due item comes from its canonical HerdHarbor record.
Create manual Tasks for work that is not already represented elsewhere. Avoid creating a duplicate task when an existing dated record already supplies the reminder.
Complete or update the underlying work. This keeps Dashboard useful rather than turning it into a disconnected checklist.
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10
Analytics, Shows & Production
Analytics summarizes records already stored in HerdHarbor.
Enter operational records in their normal module. Weights belong in Health, sales in Sales, show results in Shows, and production records in Budget.
Open Analytics to review trends. Use the available tabs—Overview, Growth, Breeding, Litters, Production, Eggs, Milk, Shows, Sales, Revenue, Feed, Health, and Market—when relevant data exists.
Filter to the question you are answering. Choose animal, species, date range, or other available filters instead of mixing unrelated records.
Treat Market Analytics as optional. Participation remains consent-based; operational records continue to work without opting into market contribution.
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11
Sales & Customers
Keep the buyer, transaction, payment, and animal status connected.
Create or select the customer. Use the existing buyer record when the customer has purchased from you before.
Create the sale and select the animal/items. Enter the real sale date, price, and payment information.
Record payments against the sale. This preserves the transaction history rather than replacing the original sale total.
Complete the sale before transferring the record. A Completed sale marks the selected animal Sold. If the buyer also uses HerdHarbor, open the completed sale and choose Transfer file; the receiving account imports that file from Sales & Customers. Historical pedigree, health, breeding, and production data remains part of your records.
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12
Marketplace
Browse publicly, then sign in only when you want to interact with a seller or manage Marketplace activity.
Browse without signing in. Anyone can view active listings. Use search plus Species, Breed, Sex, State / region, Pedigree, Listing type, price, and sort filters to narrow the results.
Sign in when you want to interact. A HerdHarbor account is required to save a listing, message a seller, block or report, create listings, or use Marketplace account tools.
Complete Seller Profile before publishing. You can create and save a draft first, but a listing cannot become Available until the seller profile is active. A suspended seller profile cannot publish.
Create the listing from Marketplace seller tools. If the animal already exists in HerdHarbor, use Select From My Herd when available. That connection is required for a public pedigree preview; manually entered listings keep pedigree preview hidden.
Choose the listing state deliberately. Available listings appear in normal Browse. Pending, Sold, Archived, and expired listings do not. Use the listing controls to mark pending, sold, available again, archived, or renewed.
Keep private records private. Messaging stays inside Marketplace. When a seller shares a HerdHarbor pedigree preview, it is read-only and excludes private herd notes, health data, contact details, photos, internal IDs, and sync metadata.
Buyer note: You do not need a Seller Profile to browse or message a seller. Seller Profile is required for publishing your own listing.
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13
Trial, Membership & Referrals
Current account access, billing, fallback, and referral behavior.
Eligible adult accounts receive one calendar month of Member trial access. Trial timing comes from the authenticated backend account record; browser storage cannot create or extend a trial.
No credit card is required to begin the trial. If you subscribe during an active trial, the remaining trusted trial period is preserved before Member billing begins.
Free Adult is an automatic fallback state, not a selectable account or signup plan. Eligible adult accounts move to Free Adult when the initial Member trial ends without a paid subscription or after paid Member access actually ends. If a paid Member subscription is canceled or a payment failure ultimately ends paid access, the account falls back automatically instead of deleting the herd. Existing animals and records remain stored. Free Adult allows up to five active animals for new growth while an existing over-limit herd can still be managed and reduced.
Junior remains a separate selectable signup path. Signup currently lets you select Junior or Member. Business is shown as Coming Soon and cannot be selected. Free Adult is never offered as a plan choice, and adult fallback does not convert the account into Junior.
Manage billing from the account/subscription controls. Checkout and Customer Portal actions use Stripe; provider or payment errors do not erase the current herd record.
Share only your public Referral ID. The Referral ID is separate from authentication/database identifiers, and qualifying referral credits follow the current referral policy shown in the subscription experience.
If Member access ends: HerdHarbor does not delete the animals or records. The backend resolves an eligible adult account to the Free Adult fallback. A temporary payment failure may remain in the provider retry/past-due lifecycle until Member access actually ends.
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14
Cloud Sync & Offline Use
HerdHarbor keeps a protected cloud copy and an offline recovery copy so supported work can continue through normal connection changes.
Watch the sync indicator. The sidebar/top bar reports whether HerdHarbor is checking, syncing, or working from protected account storage.
You can continue supported work offline. The app keeps an offline copy on the device and synchronizes changes when connectivity returns.
Allow sync to finish before switching devices when possible. This reduces the chance of creating competing edits to the same record.
Do not treat the device copy as your only backup. Sign in to the correct HerdHarbor account and confirm cloud sync for records you need across devices.
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15
Youth & Junior Use
HerdHarbor accounts are adult-managed; youth participation requires parent/legal-guardian supervision or approval.
An adult account holder completes registration. New registration requires the adult account holder to self-report age 18+ and complete the required attestations.
Youth use stays supervised. Parents/legal guardians should review records, account access, purchases, communications, and submitted information.
Junior is a separate free plan. Junior allows up to five active animals while previously stored records remain preserved.
Use youth/show educational guides as learning aids. Program rules from 4-H, FFA, breed associations, fairs, or shows remain authoritative for those programs.
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16
Symptom Guide
Use the Symptom Guide to organize observations and understand urgency without turning the app into a diagnosis tool.
Open Symptom Guide from the Management menu. Choose the animal/species and enter only the signs you actually observe.
Use the guidance to organize what you are seeing. The guide can help surface urgency cues, questions to ask, and information worth recording before contacting a veterinarian.
Record the actual event in Health. If the animal needs an ongoing episode, treatment, medication, measurement, quarantine, or follow-up, save that information in the canonical Health workflow rather than leaving it only in the guide.
Do not treat a symptom match as a diagnosis. The guide is educational. Emergency signs, worsening symptoms, diagnosis, medication selection, dosing, and treatment decisions belong with an appropriate veterinarian.
Use Budget for operation-level money records and let Analytics reuse those records where supported.
Open Budget from the Management menu. Use + Expense for costs, + Income for non-sale income, and + Production for production records.
Record the real date, amount, category, and scope. Add vendor/payer, description, species or animal context, and notes only when they apply.
Record animal sales and received sale payments in Sales & Customers. HerdHarbor links received sale payments into Budget automatically, so do not enter the same payment again as separate income.
Use Production for Eggs, Milk, Broilers, Hay, or a custom product. When a production record includes sold value, its linked income is updated from that record instead of creating a duplicate transaction.
Use the period, species, and transaction filters to review the right totals. Budget and Analytics are only as complete as the records you enter.
Settings is the control center for your account, operation profile, membership, data tools, sync, and app preferences.
Open Settings from the Account area. Use Edit profile for operation details and the Appearance controls for presentation changes.
Review Membership before changing billing. Junior and Member are selectable account paths where available. Free Adult may appear as the current automatic fallback state, but it is never a plan you select.
Use Cloud sync for connection and recovery status. Review Status, Last synced, Connection, and Unsynced changes. Choose Sync now to retry after connectivity returns; do not clear local data to repair sync.
Use Download safety backup before risky or destructive work. The Export and import area also provides Export backup, Import backup, and Export records to Excel.
Use Excel spreadsheet import for bulk record entry. Choose Download Excel template, fill the supported sheets, then Upload Excel file and review valid rows, duplicates, and errors before confirming.
Use the dedicated Account deletion and Privacy controls when needed. Clear local data only removes this device's working copy; it is not account deletion and is not a substitute for signing out or switching accounts.
Record production once so Budget and reporting can reuse the same entry.
Open Budget and choose Production or one of the quick-entry options such as Eggs, Milk, Broilers, Hay, or Custom product.
Enter the real date, product, quantity/unit, animal or group context, and any sold/farm-use/waste values that apply.
Save the record. Recorded production sale income is linked into Budget automatically; editing the production record updates that linked income instead of creating a duplicate.
Free Adult is not a selectable plan. It is the automatic fallback for an eligible adult account after Member access ends.
Open Settings to view the current plan, account role, subscription status, and active-animal allowance.
During an eligible Member trial, use the Member features available to the account.
If the initial trial ends without a paid subscription, or a paid Member subscription later ends, HerdHarbor preserves the existing animals and records and resolves the eligible adult account to Free Adult.
Fast answers to the issues that usually cause confusion.
Do I need a Seller Profile to use Marketplace?
No. Anyone can browse. Signed-in members can save listings and message sellers without a Seller Profile. Seller Profile is required only when you want to publish your own listing.
Why don’t I see every tab on every animal?
Animal-profile tabs are contextual. HerdHarbor only shows actions relevant to the animal/species and the data or tools available for that record.
Should I enter the same weight in Health and Analytics?
No. Enter the measurement once in the canonical Health/measurement workflow. Analytics should read that record.
Should I create a new litter without selecting the breeding?
If a breeding record exists, start from or select it so sire and dam information carries forward correctly. Use a standalone birth/litter only when there truly is no applicable breeding record.
Will I lose records if Member access ends?
No. HerdHarbor does not delete herd records because Member access ends. Eligible adult accounts automatically fall back to Free Adult. Free Adult is not a selectable signup plan; Junior remains a separate signup path.
Is the Symptom Guide veterinary advice?
No. It is educational information for recognizing urgency and organizing observations. Veterinary diagnosis and treatment decisions belong with a veterinarian.