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PetDesk (Closed Beta)

Simplify your clinic with PetDesk’s user-friendly client engagement tools to boost clinic admin efficiency and client relationships.

Updated over a week ago

PetDesk is currently in closed beta, but we’re preparing for a public launch soon.

This integration connects Shepherd with PetDesk’s suite of tools to help reduce front desk workload, improve client communication, and streamline scheduling - all with less manual effort.

The integration includes access to three PetDesk products:

  • PetDesk Communications: a hub for automated client engagement, including a top-rated pet parent app.

  • PetDesk Phones: a veterinary-specific VoIP system that displays caller ID with client and patient info for faster, more personalized calls.

  • PetDesk Direct Booking: allows clients to book appointments 24/7 from your website or the PetDesk app, with appointments syncing automatically to Shepherd to prevent double booking.

Learn More!

Integration Overview

The integration provides seamless synchronization of client and patient data from Shepherd into PetDesk, powering a more efficient and automated experience. Data is accessible through both the PetDesk web platform and mobile app.

Key Features and Benefits

Automated Data Sync

Client and patient information from Shepherd is automatically synced into PetDesk, ensuring your records stay current without manual updates.

Enhanced Client Communication

Manage messages, reminders, and confirmations directly within PetDesk for streamlined workflows.


​Online Appointment Scheduling

  • Direct Booking: clients can book appointments online through your website or the PetDesk app.

  • Custom Booking Rules: set rules to control scheduling availability.

  • Real-Time Syncing: all appointments sync automatically to Shepherd.

  • Reminder Automation: send reminders to help reduce no-shows.

  • Confirmation Call Lists: generate call lists for confirming upcoming appointments.

  • Scheduled Appointments: View and manage upcoming appointments in real time.

Smart Messaging Capabilities

Use synchronized patient and client data to send targeted, timely messages to your clients.

Compliance & Reminder Reporting

Track patient compliance using service reminders and generate reports to improve follow-through on recommended care.
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Client Insights & Analytics

Monitor key performance indicators to better understand client behavior and clinic trends.

How to Enable the PetDesk Integration

PetDesk is currently in closed beta, but we’re preparing for a public launch soon. Please reach out through Support if you'd like to be added to the beta.

To enable the integration in Shepherd:

  1. Go to Admin -> Integrations -> Data Connections -> PetDesk

  2. Toggle the Enable Integration switch.

  3. Navigate to Admin -> Clinic Settings and record your Clinic ID.

  4. Contact PetDesk Support to provide your Clinic ID and complete account configuration.

  5. Log into your PetDesk account using the credentials provided for each location.

If you have multiple locations, be sure to specify which location you’re integrating. Each location has a unique Clinic ID and will connect to a separate PetDesk instance.

PetDesk Phones-Only Customers

If you're a PetDesk Phones (formerly Kontak) customer and do not use PetDesk Communications or Direct Booking, please follow these separate instructions instead.

Need Help?

For questions or assistance with setup, reach out to PetDesk Support:

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