Settings

Settings is where you set up and adjust how your practice runs. It's grouped to match the kinds of things you configure. Many items have their own guide; the rest are summarized here.

Practice

• Practice profile — name, logo, address, and time zone.
• Team members & roles — add people and set permissions.
• Import data — bring in contacts and patients from another system.

Communications

• Email & sending — the address your practice sends from.
• Email templates — invoice emails, reminders, and receipts.

Billing

• Invoice branding — choose an invoice template, colors, and a footer memo. (Settings → Invoice branding.)
• Billing rules — automatic fees like travel, card surcharges, and late fees. (Settings → Billing rules.)
• Discount profiles, Tax rates, and Payment methods — covered under Catalog & pricing.

Catalog & pricing

• Service catalog, Service bundles, Categories, and Inventory locations (see Stock & locations).

Clinical

• Visit types — the kinds of visit you offer.
• Species — the animals you treat (Settings → Species).
• Template fields — reusable fill-in fields for clinical notes.
• Patient alerts and contact alerts — reusable flags for patients and contacts.

Account

• Your profile — your name, avatar, and personal settings.
• Availability — your working hours.
• Activity — an audit log of changes across the account.

Note: Some settings require an Admin role. See Roles & permissions.