Go to Administration → Clinic Profile → Preferences to review all the available advanced settings and preferences. Some of them have default options that you can use out of the box, while others might require you to set them up.

This section contains some general settings and preferences.

You can enable automatic logout for staff members after a period of inactivity. This feature is particularly useful when multiple staff members share a single computer.

Learn more about this setting here.

This preference is ideal for restricting staff access to your system from outside the practice. To learn more about our security measures, please take a look at our detailed guide here.

This preference is associated with our clinic-wide 2FA for maintaining a proper secure environment. While not recommended, this preference disables this security measure for clinic-wide users. Learn more here.

This preference is associated with our Time Clock feature. Enabling this preference would gives access to this tool. Learn more here.

These next two preferences are associated with Multi-location workflows

When this preference is enabled; when a new client or patient is added to any clinic in the group, the new client or patient is also added to your clinic.

When this preference is enabled, pets use a group level ID instead of the per-clinic patient ID number.

You might have a significant number of clients who have a different native language than your clinic default. (E.g. Spanish in some US States)

The additional languages you define will help you customize the Client Notifications in languages that are native to your clients. Find out more about setting them up here.

In this section, you can set up different preferences related to weight and temperature.

You can select your preferred unit of measurement: Kilograms or Pounds.

📌 Note: If you decide to change this preference later, all your historical data will automatically be converted to the new unit.

You can choose between Celsius and Fahrenheit.

📌 Note: Changing this preference at a later time will also convert all historical data to the selected format.

This field is not editable, as it is automatically set based on the country where your clinic is located.

Set up if you want your Records to auto-close. Recommended setting is to have them auto close on 24 or 48 hours depending on clinic workflows and needs.

Make all sub-products from Services in Records displayed by default. This is helpful if you usually want to share on Records/Invoices all the sub-items associated with a Service.

This preference is associated with sharing records externally. If enabled, prices associated with the record will be shown when sharing records by default. The option to toggle off record prices is still available when sharing records on a case-by-case basis.

With our SOAP Update, this preference removes the record toggle function to move between the v1 and v2 versions of the record. If enabled, the new version of the record will be the only one available. Learn about SOAP 2.0 records here.

In this section you can set up different preferences related to product and service taxes, as well as dispensing fees and discounts.

Enter a list of your available product taxes, separated by commas without spaces.

Enable this option if you need to adjust the product tax rate during checkout or billing. This is especially useful when selling across different regions with varying tax rates.
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Turn on this option to allow adding a dispensing fee to products. If unchecked, dispensing fees cannot be applied.

When enabled, the client’s total outstanding balance will automatically appear as the default payment amount at checkout.

A list of your available service taxes, separated by commas without spaces.

Enable this option to adjust the service tax rate at the time of sale or checkout, useful for transactions across different regions.
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Make entering a discount reason mandatory at checkout by enabling this option.

Specify the email address where stock alerts should be sent.

This section gives you the possibility to adjust different preferences for your invoices and statements.

Show cashier name on the invoice header

Hide tax column on invoice

The tax column will be hidden. This is useful if your clinic is not paying Tax.

Hide unit price column

The unit price column will be hidden. This is helpful if you only want to share a final price with the client.

Show responsible user under each line item on invoice

This setting displays the individual responsible staff members under each line item. This is helpful if multiple staff members are working with the same patient.

Hide clinic fiscal info on invoice

This setting hides the company and bank details.

Hide preventive reminders on invoice

This settings hides the upcoming reminder due dates. By default, the reminders from the next 6 months are displayed, from all the client's pets.

Hide appointment reminders on invoice

This setting hides upcoming appointment reminders from the invoice. By default, the appointments from the next 6 months are displayed, from all the client's pets.

Show QR code on invoice

This option automatically adds a QR code on all Invoices so clients can pay online by scanning them. This only works if you have a payment processor integration, such as DSP.

Day of the month to send statements on

You can select a date when the system will automatically send balance statements to all clients that have an outstanding balance. Leave it empty if you don't want to send a statement automatically.

In this section you can find preferences related to your Online Booking system and your internal calendar.

Require client address

This makes the 'address' field mandatory when new clients sign up and book appointment with you, either via the App, the booking system and when the client is created in Digitail.

First appointment availability before (in minutes)

Set up how much time in advance clients can book their appointments.

Online changes allowed until (hours before appointment)

Controls how close to an appointment clients can make online changes either reschedules or cancelations.

Auto-approve online appointments

This setting auto approves all the online appointment requests submitted by pet parents. If you enable this option, we encourage you to make sure your schedule and exceptions are up-to-date, to avoid unwanted bookings. It can be very handy as you won't be required to manually approve all requests, leading to faster response time to pet parents.

Confirmed status for appointment by default

When creating appointments internally, the status will be Confirmed by default, opposed to Pending. This is useful if you take a lot of appointments via phone, and they are already confirmed by the client.

Hide "Any Staff" Option in Online Booking

This disables the option of "Any staff" from the public calendar or the mobile that parents currently see as a default when booking online appointments.

Hide Staff Last Names in Online Booking

Show only staff first names to pet parents on the online booking page and in the app. Last names are hidden for privacy; internal views still show full names.

Round Up Minutes Interval Booking

Rounds the first available booking slot to the next specified time increment. For example: if it’s 10:17 now, a 10-minute interval rounds the first slot to 10:20; a 30-minute interval rounds it to 10:30; and a 60-minute interval rounds it to 11:00.

Disable euthanasia appointment notifications

You can prevent all appointment notifications, including reminders, for the euthanasia appointments. You need to simply toggle the checkbox "Disable Euthanasia Appointment Notifications".

This section covers all the settings that you can customize for the App.

Share clinic invoices

The invoices will be automatically visible in the App.

Share attachments
All attachments from the Record will be automatically visible in the App.

Note:

Record summaries
Basic record information, including service & product names, as well as treatment notes, will be automatically visible in the App, once the Record is marked as closed.