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Clinic 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 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
  • 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.

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.