Advice and answers from the Shepherd Software Team
Welcome to Shepherd
New here? Nice to meet you. Here's what you need to get rolling with Shepherd.
Setting Up Shepherd
Get acquainted with the ins and outs of admin settings, user account creation and more.
Client and Patient Profiles
Manage your client and patient information.
Schedule and Appointments
Find out how to schedule appointments and manage your schedule.
Estimates
Create an estimate—and add it to a Tx plan when you're ready
SOAPs
Take a look at what makes our SOAP work with you—and not against you.
Prescriptions
What you need to know about writing prescriptions.
Payments, Invoices, Refunds, and Pet Insurance
The deets on Shepherd's intuitive invoicing system.
Whiteboard
Learn about using the Whiteboard to schedule treatments for patients
Tasks
Here's how to use tasks to run a bit more efficiently
Client Communications
Learn all about communicating with your clients. SMS, Email and Reminders, oh my!
Pet Owner Portal
An easy way for your clients to manage appointment requests, Rx refill requests, online payments, and more!
Products and Services
Learn about managing your clinic's available products, services and bundles.
Inventory
Setting up, using, and monitoring Inventory
Reporting
Measure clinic health with Shepherd's reports. Here's how.
Integrations
Learn more about setting up and using integrations
FAQs
Have questions? Great! We have answers.
Release Notes
Review some of our recent releases