Logging Into Shepherd and User Roles
Setting up and using different user roles to limit access to functions or features.
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, including previous medical records.
Schedule and Appointments
Find out how to schedule appointments and manage your schedule.
Take a look at what makes our SOAP work with you—and not against you.
What you need to know about writing prescriptions.
Estimates, Invoices, Payments & Pet Insurance
Learn more about estimates, invoices, payments/refunds and insurance claims.
Learn more about vaccine, rabies and sterilization certificates.
Forms are used for client consent forms and internal forms such as dental charts.
Learn about using the Whiteboard to schedule treatments for patients
Tasks and Internal Communication
Here's how to use tasks to run a bit more efficiently.
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.
Setting up, using, and monitoring Inventory.
Measure clinic health with Shepherd's reports. Here's how.
Learn more about setting up and using integrations
Have questions? Great! We have answers.
Group and Multi-Clinic Access
Review some of our recent releases