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