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Settings

The Clinic Settings page controls clinic-level defaults for consultations, appointments, billing tax behavior, and product tax rules.

What users can do here​

  • set default weight and temperature units
  • define appointment slot durations
  • choose billing tax mode
  • manage clinic SMS and WhatsApp communication channels
  • manage tax groups
  • manage taxes
  • assign product tax rules
  • import or export clinic tax maps

Main settings sections​

The page is organized into expandable sections:

  • Clinical Units
  • Appointment Slots
  • Communication Channels
  • Billing Preferences
  • Tax Groups
  • Taxes
  • Product Tax Rules

Clinical and appointment defaults​

Clinic teams can set:

  • default weight unit: kg or lbs
  • default temperature unit: C or F
  • slot duration for consultation, vaccination, surgery, grooming, follow-up, and emergency appointments

These defaults affect day-to-day scheduling and consultation entry.

Communication channels​

Clinic settings can include channel setup for:

  • SMS Notifications
  • WhatsApp Notifications

Use these settings when your clinic sends reminders, document links, or follow-up messages through SMS or WhatsApp.

Each channel can show whether it is enabled or off. Clinic administrators can update the provider details and use Send Test to confirm that the channel is working before relying on it for client communication.

Email is used as a separate communication channel when email is available for the client. If a client is not receiving messages, first confirm that the correct email address or phone number is saved on the client record.

Billing preferences​

The page supports two tax modes:

  • Tax Exclusive
  • Tax Inclusive

Use the mode that matches how your clinic stores product and service prices.

Tax setup tools​

If tax features are enabled, the page can also manage:

  • tax groups
  • tax records
  • product-level tax overrides
  • bulk category or product-type rules
  • tax-map CSV export and import

Product tax rules​

Use product rules when a product needs a tax treatment that differs from the normal clinic default.

The page supports:

  • product search by name, SKU, or barcode
  • sale or purchase tax context
  • bulk rules by category or product type
  • review of active product overrides

Best practice​

Only change tax settings when the clinic has confirmed billing rules, because these settings affect product pricing, POS, quotations, and invoices.

For communication channels, send a test message after changing SMS or WhatsApp settings and review the Communication page if delivery fails.