Help
Log in Create account
Reference

Settings at a glance

Where each setting lives, for you, your clinic and your group, and who sees it.

Updated

At a glance

Who can use this: Everyone
Works in: Web app

Settings live in three places: your own, your clinic's and, in a group, the group's. You only see the tabs that apply to your role and your clinic.

Your own settings

Select your name at the foot of the sidebar, then Profile & settings.

Tab What you set there
Personal info Your picture and name, your Preferred language (the language your documents are written in), Time zone and Country. The language of the app itself is the switch at the top right. Further down: Two-factor authentication.
Change email The email address you sign in with.
Change password Your password.
Notifications Where you are notified: in the app, by email, or as push notifications on this device.
Availability Experts only: the hours when vets can book a video call with you.
My library Your own reference documents, private to you. The assistant reads them first.
Snippets Your own text blocks, inserted in the document editor with a slash.
Browser extension Install the Chrome extension, or set it up again.
Digital Clinic for iPhone Pair your iPhone, and see the phones already paired.

The same menu at the foot of the sidebar holds Set your PIN: a 4-digit PIN to switch quickly between accounts on a device the team shares.

Your clinic's settings

For admins of the clinic: select Company in the sidebar.

Tab What you set there
Members Invite members, set their roles, remove them.
Billing Set up billing, payment method.
Usage What the clinic has used this month, and past statements.
Invoices Your invoices, as PDF.
Knowledge Base Reference documents for the whole clinic.
Snippets Text blocks for everyone in the clinic.
Settings Company name, clinic name, address, VAT number, invoice email and billing language.

The PDF letterhead isn't here: it lives in Studio. See Your PDF letterhead.

Your group's settings

For group and cluster admins: select Group in the sidebar. Depending on your role you see Dashboard, Clinics, Clusters, Knowledge Base and Settings.

Read next

Roles and what they can doThe roles in your clinic and on a patient's team, and who may do what. LanguagesThe languages of the app, of your dictation and of your documents, and where ... Your PDF letterheadUpload your clinic's blank letterhead once. Every new PDF your clinic creates...