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

To access your Group Multi-Location 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.

Your Group Multi-Location Platform can be accessed by navigating to: https://group.shepherd.vet/

Your Group Multi-Location Platform has 6 key menu navigation options:

There are 2 optional areas that will be visible depending on your group configurations:

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 Inventory area you'll be offered a high-level overview to key inventory evaluation metrics, and purchase order history across all locations. The inventory dashboard is only visible if at least one clinic is managing inventory.

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.

Learn more about Group Reminders in our Group Guide.

Within the bulk edit area you'll be able to mass update data sets based on your group account's configurations.

Learn more about Group Bulk Edit in our Group guide.