If you're a Pet Assure practice, this integration will allow you to quickly add a Pet Assure member's discount information so that it syncs seamlessly with invoicing in Shepherd. The process has three main steps:
Activating the Pet Assure Integration
From the integrations section of Shepherd (Admin > Integrations):
Click on the Pet Assure card
Turn the toggle to the "on" position
Adding the Discount to Products
With the integration activated, you'll be able to add the Pet Assure discount to products and services. To do this:
Open your practices products section
(Admin > Products)Click on the product or service
Check the 'Pet Assure Discountable' box (pink)
(Note: this will automatically check the "Automatically Discountable" box)
Repeat for all applicable products/services
Tip: You can filter by product category (or categories) to make things a bit more consistent. To do that, click the filter icon by 'Category Name' and select the category.
Adding the Client's Pet Assure member ID
With the appropriate products and services marked for the Pet Assure discount, it's time to add in the clients' Pet Assure membership info. And the best part? There's no manual validation or phone calls!
When the Pet Assure member comes into your practice, you can add the discount by:
Opening their client profile
Clicking the 'Edit' button in their information section
Add their Pet Assure member ID in the Member ID field
Click 'Save'
Note: The Pet Assure membership (25%) discount nullifies existing client discounts
