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.

Auto-close records (in hours)

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 their workflow.

Auto-logout if inactive (minutes)

You can enable an automatic logout for all staff members after a certain period of inactivity. This is especially helpful if multiple staff members are sharing one computer.
Find out more about this setting here.

Show record bundle items

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 from a Service.

You might have a significant number of clients that 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 date and time format, timezone and measurement units.

Date

You can choose between different date formats, such as MM-DD-YYYY vs DD-MM-YYYY or MM.DD.YYY vs MM/DD/YYYY.

Time

You can choose between AM/PM (such as 1:38 PM) or 24 hours formats (such as 13:38).

Weight

You can choose between Kilograms or Pounds.

📌 If you are changing this preference later down the line, all your historical data will be converted to the new format.

Temperature

You can choose between Celsius or Fahrenheit.

📌 If you are changing this preference later down the line, all your historical data will be converted to the new format.

Timezone

Please make sure you select the appropriate timezone for your clinic, to ensure that appointment and reminder hours are displayed and seen correctly.

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

Product Taxes

A list of your available Product taxes, separated by comma and no space.

Service Taxes

A list of your available Service taxes, separated by comma and no space.

Enable dispensing fee

Define if you want this field on your products. If unchecked, you won't be able to add a dispensing fee on any product.

Require discount reason

It makes the discount reason mandatory on Checkout.

Change product tax when selling

This option enables you to change the tax rate on Checkout. It is useful if you need to change the tax on checkout, due to selling across different regions which require different taxes.

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 or the booking system.

First appointment availability before (in minutes)

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

Reschedule availability before (in minutes)

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

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.

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

Share record summaries
Basic record information will be automatically visible in the App, once the Record is marked as closed.

Share treatments
The service & product names, as well as treatments notes from the Record will be automatically visible in 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.