Shepherd Help Center

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.

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.

Estimates, Invoices, Payments & Pet Insurance

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

Certificates

Learn more about vaccine, rabies and sterilization certificates.

Forms

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

Whiteboard

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.

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.

Group and Multi-Clinic Access

Release Notes

Review some of our recent releases