Clinic settings
Configure your clinic profile, units, communications, and integrations.
On this page
Clinic profile
Go to Settings → Clinic profile to set your clinic's name, address, phone number, website, and logo. This information appears on invoices, discharge summaries, and the owner portal.
| Field | Where it appears |
|---|---|
| Clinic name | Invoices, owner portal header, SMS messages |
| Address | Invoices, booking page |
| Phone number | Invoices, owner portal, booking page |
| Logo | Invoices, owner portal, booking page |
| Website | Owner portal footer |
Unit preferences
Chartling stores all weights in kilograms and distances in kilometers internally. The display unit is a per-clinic preference — changing it here affects how weights and distances are shown across Chartling for all staff and in the owner portal.
| Setting | Options | Affects |
|---|---|---|
| Weight unit | lb (default), kg | Patient weight display, dosing UI, invoices |
| Distance unit | mi (default), km | Service radius display (mobile grooming) |
The stored value (kg/km) is always preserved. Changing the display unit only changes how the value is shown — a 32 kg patient stays 32 kg in the database; the display switches between "70.5 lb" and "32 kg" based on your setting.
SMS communications
Chartling sends SMS reminders, check-in/check-out pings, and cancellation notices to clients via a shared carrier integration. No per-clinic phone number or Twilio account is required — contact support@chartling.io to activate SMS for your clinic.
Once active, configure which message types to send under Settings → Communications → SMS. Inbound SMS replies are not currently supported.
Integrations
| Integration | What it does | Setup |
|---|---|---|
| Google Calendar | One-way sync of the clinic appointment schedule to staff Google Calendars | Settings → Data & integrations → PIMS & integrations → Connect |
| PIMS push (ezyVet, Provet Cloud, Vetspire) | Pushes finalized visit data to your existing PIMS (Intelligence and Practice tiers) | Settings → Data & integrations → PIMS & integrations → enter API credentials |
Other major PIMS systems (Cornerstone, AVImark, ImproMed, IDEXX VetConnect PLUS, and others) aren't self-serve yet — the integrations page shows a Request support option for these, which notifies our team to follow up.
Entering your PIMS credentials verifies the connection, but Chartling holds new PIMS push integrations in a sandbox mode while we confirm the data mapping is correct for your specific PIMS configuration. Contact support@chartling.io once you've connected and we'll verify the mapping and turn on live push — there's no self-serve toggle for this step.
Service modules
If your clinic offers boarding, daycare, grooming, or training, each module has its own settings page. Go to Settings → [Module name] to configure capacity, rates, and agreements.
Multi-location
Practice-tier clinics with more than one physical location can link them into a network from Settings → Network. Networked locations stay org-isolated for clinical and billing data — this is about giving staff and management visibility across sister locations (shared team directory, cross-location scheduling context), not merging patient records between clinics.
Importing from your old system
On the Practice tier, Settings → Import gives you an AI-assisted migration tool: upload a spreadsheet, PDF export, or document from your previous system, and Chartling parses it into draft patient, client, and inventory records. Nothing is written to your live data until you review the parsed results and commit them — it's a guided review-and-confirm flow, not an instant one-click swap. Larger migrations (a full PIMS export) are best done with support's help; contact support@chartling.io to get started on a full migration.
FAQ
Yes. The stored value is always in kg; changing the display unit just changes the label. No data is converted or lost. Dosing calculations always use kg regardless of display unit.
Contact support@chartling.io to have SMS activated for your clinic. Once enabled, configure which message types to send under Settings → Communications → SMS. No external account or credentials are required.
Most settings are Admin-only. Non-admin staff can view (but not edit) some settings. Sensitive areas — billing, integrations, team management — are Admin-only with no read access for other packs.