Shepherd Software

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New to Shepherd? Start here. These articles will walk you through the core tasks in the order you'll actually need them — from logging in for the first time to completing your first visit and running a report.

Getting Started

Setting up and using different user roles to limit access to functions or features.

Account & Clinic Settings

Get acquainted with the ins and outs of admin settings, user account creation and more.

Setting Up Shepherd

Manage your client and patient information, including previous medical records.

Client and Patient Profiles

Find out how to schedule appointments and manage your schedule. 

Scheduling and Appointments

Take a look at what makes our SOAP work with you—and not against you.

SOAPs

What you need to know about writing prescriptions.

Prescriptions

Learn more about estimates, invoices, payments/refunds and insurance claims.

Estimates, Invoices, Payments, and Statements

Learn more about vaccine, rabies and sterilization certificates.

Certificates

AI Features

Forms are used for client consent forms and internal forms such as dental charts.

Forms

Learn about using the Whiteboard to schedule treatments for patients

Whiteboard

Here's how to use tasks to run a bit more efficiently.

Tasks and Internal Communication

Learn all about communicating with your clients. SMS, Email and Reminders, oh my! 

Client Communications

An easy way for your clients to manage appointment requests, Rx refill requests, online payments, and more!

Pet Owner Portal

Learn about managing your clinic's available products, services and bundles.

Products and Services

Setting up, using, and monitoring Inventory.

Inventory

Measure clinic health with Shepherd's reports. Here's how.

Reporting

Learn about a simplified employe time tracking solution.

Time Clock

Learn about shared group accounts features.

Group Multi-Location Access

Learn more about setting up and using integrations and data connections 

Integrations & Data Connections

FAQs

Release Notes

Learn more about general concepts and user engagement with Shepherd

General Library

Documents for our Shepherd Connect Closed Beta

Shepherd Connect (Closed Beta)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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