Welcome to Shepherd

New here? Nice to meet you. Here's what you need to get rolling with Shepherd.

3 articles

Setting Up Shepherd

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

20 articles

Client and Patient Profiles

Manage your client and patient information.

13 articles

Schedule and Appointments

Find out how to schedule appointments and manage your schedule.

4 articles


Create an estimate—and add it to a Tx plan when you're ready

4 articles


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

12 articles


What you need to know about writing prescriptions.

3 articles

Payments, Invoices, Refunds, and Pet Insurance

The deets on Shepherd's intuitive invoicing system.

16 articles


Learn about using the Whiteboard to schedule treatments for patients

1 article


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

2 articles

Client Communications

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

7 articles

Pet Owner Portal

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

10 articles

Products and Services

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

11 articles


Setting up, using, and monitoring Inventory

9 articles


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

4 articles


Learn more about setting up and using integrations

30 articles


Have questions? Great! We have answers.

5 articles

Release Notes

Review some of our recent releases

13 articles