Your Group Platform will be an invaluable resource and space for getting your Group and Clinics running smoothly with Shepherd. The Group Platform contains a lot of behind-the-scenes information and settings about your Group's Clinics, Users, Products, Settings, Reporting and Reminders.

To access your Group Platform, you'll first need to ensure you have a user account that has Group level access. Your Onboarding Account Manager will provide the initial user account access.

The Group Platform can be accessed by navigating to: https://group.shepherd.vet/

The Group Platform has 6 key menu navigation options:

This article will introduce you to each of these key areas.

Within the Clinics area you'll be able to create and manage individual clinic's and their associated basic information. You can also 'impersonate' access each clinic.

Learn more about Clinic List management in our Group guide.

Within the Users area you'll be able to create and manage all user accounts and roles, for both clinic and group levels.

Learn more about User and Roles management in our Group guide.

Within the Products area you'll be able to create and manage all shared products, product categories, bundles, and dispensing fees.

Learn more about Products management in our Group guide.

Within the Settings area you'll be given access to manage all Group level settings, and other shared features such as the Pet Portal, Shepherd Pay, Referral Sources, and Client Discounts. This is also where a logo can be uploaded for your Group.

Learn more about Settings management in our Group Guide.

Within the Forms area you'll be able to create, edit, and manage all shared Forms.

Learn more about Shared Forms in our Group Guide.

Within the Reporting area you'll be able to access and generate all Group level reporting, as well as reporting for individual clinics.

Learn more about Group Reporting in our Group guide.

Within the Reminders area you'll be able to create and manage all shared patient Reminders.

*Group Reminder Guide coming soon!