Clinic Settings

🛑 This section within Settings is only editable by Flow admin users.

Within the general info, the clinic's information will be displayed. This will be visible to clients within their Pet Portal. The Clinic Display Name will be what shows both in Flow and to clients within messages and their Pet Portal.

💡The clinic phone number displayed will be visible in the Pet Portal and also be the number used for outbound calls to clients made through Flow

Setting clinic hours will notify clients in their pet portal of open clinic hours, and will send in-office and out-office responses to inbound client messages.

💡If there is an upcoming holiday or office closure, utilize the Holiday (Alternate) Hours

Under the Clinic Hours section, you have the ability to customize your out-of-office messaging for the pet portal and for text messages. These messages are sent out automatically based on the clinic hours.

🛑 To stop the responses, simply delete the message within the text block

💡For the Pet Portal headline, you can toggle on the options to include the clinic hours and to enable the emergency contacts to be viewable.

💡If the Out-Of-Office Response is altered in any way, the open day and time wildcards will not function properly. If the text is altered, an option to return to the default message will appear

Flow admins can add new users to Flow by clicking on + Add User.

To add a user, they must have a first and last name, a unique email address, and a role assigned.

💡The email address is for login and email notifications only and will need to be unique from other team members added to Flow

💡A phone number is not required and is for notification purposes (or team visibility) only. It will not be viewable by pet parents

🛑It is NOT recommended to add the clinic number here

Admin vs Member

💡Admins have the ability to make changes to all settings within Flow

💡Members cannot edit ANY Clinic or Flow settings. Members are able to edit message templates and forms