FAQ

Chartling is a veterinary clinic management system (PIMS) built for modern practices. It handles clinical records (SOAP notes, medications, labs), invoicing, team management, client communications, and service modules like boarding and grooming. An AI scribe layer handles ambient documentation.

Chartling has four plans:

• Free ($0/mo): try the core PIMS with a single vet. Includes a metered AI allowance (100 actions/month) for AI-dictated SOAP notes and the Copilot chat assistant, but no add-on modules.
• Operations ($49/mo flat, unlimited staff): full PIMS with simple invoicing, scheduling, clients, and the owner portal, plus a separate ops-only AI assistant (scheduling, billing, and report help). No clinical AI. Best for clinics that want a modern PIMS without the clinical AI layer.
• Intelligence ($99/vet/mo): AI clinical layer (ambient scribe, clinical decision support, discharge drafting) alongside your existing PIMS. One-click copy of each signed note into your PIMS; automatic write-back isn't available yet. Runs the Clinic Copilot chat assistant unlimited.
• Practice ($199/vet/mo): full standalone PIMS with all AI features, invoicing, reminders, owner portal, and all four service modules (Boarding, Grooming, Daycare, Training) included.

Copilot isn't locked to a single tier: Free and Intelligence both run the same full, clinical-aware chat assistant, Free draws it from the 100-action monthly allowance shared with the rest of that plan's AI, and Intelligence runs it unlimited. Operations doesn't qualify for that clinical version; it gets a separate, restricted assistant instead that can schedule, remind, and report but won't answer clinical questions. Practice includes the unrestricted version, unlimited.

Non-vet staff are free on every paid tier. Operations' base price includes your first service module; each additional one is $29/mo, capped at $129/mo for all four, sold à la carte on Operations only. Intelligence gets every module unlocked for the length of its trial but doesn't sell them à la carte after that (upgrade to Practice to keep one). All four are bundled into Practice at no extra charge. See Plans & pricing.

Go to Settings → Team & permissions and click Invite by email. Enter the staff member's email, choose a permission pack, and send. See Team & permissions.

Yes. Chartling is a web app that works in mobile browsers on iOS and Android. There is no native app to install. Open your clinic's Chartling URL in Safari or Chrome and use it like any website. The AI scribe works on mobile using the device microphone.

Yes. Chartling data is continuously backed up with point-in-time recovery. Data is also exportable at any time from Settings → Data export.

Email support@chartling.io. For urgent issues during business hours, include "URGENT" in the subject line.

The owner portal is a secure web app your veterinary clinic gives you access to. You can view your pet's visit summaries, medications, vaccines, documents, and invoices, and send messages to the clinic. See Pet owner portal.

Your clinic sends you an invitation email. You can't sign up on your own. Ask your clinic's front desk to send an invite to your email address.

Yes. There is no charge for pet owners to access the Chartling portal. Access is provided by your veterinary clinic at no cost to you.

Each clinic's portal is separate, and you'll need to accept an invitation from each one. Your login (email or Google) works at all of them. Once you've accepted invitations from more than one clinic, a clinic switcher appears in the portal header so you can move between them without needing each clinic's invite link again.