If you're a Pet Assure practice, this integration will allow you to quickly add and validate a Pet Assure membership. It will also instantly apply the Pet Assure member discount to all applicable services on the client's invoice - no manual validation or calculations needed!
What is Pet Assure?
Pet Assure is a referral network that’s proven to refer high-quality clients to veterinarians across the country. Build strong relationships with clients who care about their pets and prioritize their pets’ healthcare. Download our flyer to learn more!
Ready to Join? List your practice today, it's free!
Sign up at www.petassure.com/shepherd
When you join Pet Assure, you will also receive a special monthly promotion for Shepherd.
Activating the Pet Assure Integration
From the integrations section of Shepherd (Admin > Integrations):
Click on the Pet Assure card
Enable the integration
Adding the Discount to Services
With the integration activated, you'll be able to add the Pet Assure discount to products and services. To do this:
Open your 'products and services' section
(Admin > Products)Click on the service that is eligible for a discount
Check the 'Pet Assure Discount Eligible (25%)' box
Repeat for all applicable services
Note: You can filter by product category for easier tracking and applying the discount on services needed. We also offer a bulk edit option that you can have enabled. If needed, reach out to our support team through the chat!
Adding the Client's Pet Assure Member ID
Opening the 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 removes other existing client discounts that may have been previously applied.