Getting Started

Logging Into Shepherd and User Roles

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

5 articles

Setting Up Shepherd

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

11 articles

Client and Patient Profiles

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

8 articles

Schedule and Appointments

Find out how to schedule appointments and manage your schedule.

5 articles


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

4 articles


What you need to know about writing prescriptions.

2 articles

Estimates, Invoices, Statements, Payments & Pet Insurance

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

17 articles


Learn more about vaccine, rabies and sterilization certificates.

3 articles


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

3 articles


Learn about using the Whiteboard to schedule treatments for patients

1 article

Tasks and Internal Communication

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!

9 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.

5 articles


Setting up, using, and monitoring Inventory.

8 articles


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

4 articles

Time Clock

Learn about a simplified employe time tracking solution.

1 article

Group and Multi-Clinic Access

10 articles


Learn more about setting up and using integrations

82 articles


Have questions? Great! We have answers.

6 articles

Release Notes

Review some of our recent releases

15 articles