Use this article to review and change your clinic-wide preferences in Digitail: security and multi-location settings, languages, units, records, inventory and billing, invoices and statements, appointments and online booking, and what Pet Parents see in the Pet Parent App.

To open your preferences, go to Administration → Clinic Profile → Preferences. Some preferences have default options you can use as they are, while others need you to set them up.

The General section holds the security, login, Time Clock, and multi-location preferences that apply to your whole clinic.

Auto-logout signs staff members out of Digitail after a set number of minutes without activity. This is useful when several staff members share one computer. Learn more in how to set an automatic logout.

The IP Whitelist preference restricts staff access to Digitail from outside your practice. Learn more in Manage Login and Security Settings in Digitail.

This preference turns off clinic-wide two-factor authentication (2FA) for your users. We don't recommend turning off 2FA. Learn more in Manage Login and Security Settings in Digitail.

Turn on this preference to give your clinic access to the Time Clock feature. Learn more in Time Clock.

The next two preferences apply to multi-location clinic groups.

When this preference is on, a new client or patient added to any clinic in your group is also added to your clinic.

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

Add languages here if many of your clients speak a language other than your clinic's default, for example, Spanish in some US states.

The languages you add let you customize Client Notifications in your clients' own languages. Learn how in Customize Client Notifications & Reminders.

The Units & Formats section sets the weight and temperature units your clinic uses, and shows your clinic's time zone.

Choose Kilograms or Pounds.

Choose Celsius or Fahrenheit.

Your clinic's time zone is set automatically from the country your clinic is in, and you can't edit it.

The Records section controls when records close automatically, what they show, and which SOAP version your clinic uses.

Set the number of hours after which records close automatically. We recommend 24 or 48 hours, depending on your clinic's workflow.

Shows all sub-products of a Service in records by default. This is useful if you usually share all the sub-items of a Service on records and invoices.

When this preference is on, prices are shown by default when you share a record externally. You can still turn off prices for an individual record when you share it.

Removes the toggle that switches a record between SOAP v1 and v2. When this preference is on, SOAP 2.0 is the only version available. Learn about SOAP 2.0 records.

The Inventory & Billing section sets your product and service taxes, dispensing fees, discount rules, checkout defaults, and stock alerts.

Enter your available product taxes, separated by commas with no spaces.

Turn this on to adjust the product tax rate at checkout or billing. This is useful when you sell across regions with different tax rates.

Turn this on to add a dispensing fee to products. When it's off, you can't apply dispensing fees.

When this is on, the client's total outstanding balance appears as the default payment amount at checkout.

Enter your available service taxes, separated by commas with no spaces.

Turn this on to adjust the service tax rate at checkout. This is useful when you sell across regions with different tax rates.

Turn this on to make a discount reason mandatory at checkout.

Enter the email address that should receive stock alerts.

The Invoices & Statements section controls what appears on your invoices and when balance statements go out to clients.

Adds the cashier's name to the invoice header.

Hides the tax column on invoices. This is useful if your clinic doesn't pay tax.

Hides the unit price column on invoices. This is useful if you only want to show the client a final price.

Shows the responsible staff member under each line item. This is useful when several staff members work with the same patient.

Hides your company and bank details on invoices.

Hides upcoming reminder due dates on invoices. By default, invoices show the reminders due in the next 6 months for all of the client's pets.

Hides upcoming appointments on invoices. By default, invoices show the appointments in the next 6 months for all of the client's pets.

Adds a QR code to every invoice so clients can scan it and pay online. This only works if you have a payment processor integration, such as Digitail Secure Payments (DSP).

Choose the day of the month when Digitail automatically sends balance statements to every client with an outstanding balance. Leave it empty if you don't want statements sent automatically.

The Appointments section controls your online booking and your internal calendar: what clients need to book, how far ahead they can book, how late Pet Parents can change appointments online, and how online requests are approved.

Makes the address field mandatory when a new client signs up and books with you through the Pet Parent App or online booking, and when you create a client in Digitail.

Sets how much time in advance, in minutes, clients can book an appointment.

Sets how many hours before an appointment Pet Parents can still reschedule or cancel it online, in the Pet Parent App. Inside that window, the Pet Parent needs to contact your clinic to make a change.

Approves every online appointment request from Pet Parents automatically, so you don't have to approve each one and Pet Parents get a faster response. If you turn this on, keep your schedule and exceptions up to date to avoid unwanted bookings.

Appointments you create internally get the Confirmed status by default instead of Pending. This is useful if you book a lot of appointments by phone that the client has already confirmed.

Removes the Any staff option that Pet Parents see by default when booking online, on the public calendar and in the mobile app.

Shows only staff first names to Pet Parents on the online booking page and in the Pet Parent App. Last names stay hidden for privacy, and internal views still show full names.

Rounds the first available booking slot up to the next time increment you choose. 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.

Stops all appointment notifications, including reminders, for euthanasia appointments. To turn it on, select the Disable Euthanasia Appointment Notifications checkbox.

The Pet Parents Portal/App section controls what Pet Parents see automatically in the Pet Parent App.

Makes your invoices visible in the Pet Parent App automatically.

Makes all attachments from a record visible in the Pet Parent App automatically.

You can't fully turn off cancellations in the Pet Parent App, but you can limit how late Pet Parents cancel. In the Appointments section, set Online changes allowed until (hours before appointment) to the cutoff you want, for example, 24 or 48 hours. Inside that window, Pet Parents need to contact your clinic to cancel or reschedule.

Only users with the Manage Clinic Preferences permission can open and change clinic preferences. To give a role this permission, see Add, Edit, or Delete User Roles & Permissions.

When you change the weight or temperature unit, Digitail converts all your historical data to the new unit automatically.