Shepherd Software

Learn all about communicating with your clients. SMS, Email and Reminders, oh my! 

Client Communications

Manage appointment reminders in Shepherd with email/SMS settings, templates, and client preferences.

Scheduled Appointment Notifications

Link SMS and Email notifications to specific appointment types to customize your client's experience

Notifications by Appointment Type

Appointment Notifications

Text and chat with clients directly in Shepherd.

SMS and MMS Messaging in Shepherd

Send a mass text or email message to your clients directly within Shepherd.

Mass Communication - Texting (SMS) & Email

Track and manage your SMS usage with a real-time dashboard that shows message volume, trends, and credit balances - all in one place.

Message Overview Dashboard

Messaging Center

Create and edit product reminders and configure a reminder email template.

Product Reminders

How to create and print postcard reminders in Shepherd

Postcard Reminders using Shepherd

How to create and print postcard reminders using a service outside of Shepherd

Postcard Reminders using an External Service

Reminders

How to read and use the log of SMS or Email notifications that failed to reach your clients.

Failed Notification Events (FNE)

Starting Feb 1, 2024, client emails from Shepherd will come from notifications@shepherd.vet, with replies still going to your practice email

Shepherd Sender Email Address

Admin

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