How Shepherd connects your group
Visibility
- Group-level reporting provides a single view of revenue, patient volume, and each location's performance, without manual aggregation.
- Switch between locations from a single login without logging out.
- Compare performance across sites the same way you'd look at one clinic.
Standardization
- Appointment types, SOAP templates, forms, automated reminders, and pricing can be standardized at the group level.
- Inventory control gives you a centralized view across every site.
- Bulk edits apply across the group.
- Each location operates within those standards without a manager having to enforce them manually.
Security
Shepherd is SOC 2 compliant.
Rollout
Onboarding for multi-location groups uses a phased model: One clinic at a time, with standardization built into the process from the start.
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Book your demoSuccess by the numbers
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Built by people who understand what it takes to run a group
More than 90% of Shepherd's team came from veterinary clinics. We understand what it takes to hold multiple practices together, and why standardization only works when the teams at each location are willing to use the software.
Lauren Jones, VMD, is Shepherd's Director of Veterinary Medicine. She reviews every product decision against the clinical reality of how groups operate: What standardization looks like when real clinic teams go through it, where phased rollouts succeed or stall, and what frontline adoption requires.
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Frequently asked questions
Can Shepherd manage multiple locations from one account?
Yes. Shepherd supports multi-location practices with a single admin portal, group-level reporting, centralized settings, and single-login access across all sites. Each location maintains its own patient flow and calendar while reporting rolls up to the group.
What gets standardized across locations, and what stays configurable per clinic?
Appointment types, SOAP templates, forms, automated reminders, and pricing can be standardized group-wide. Individual clinic calendars, patient flow, and daily scheduling remain configurable at the location level. The 'governance map'—what's standardized vs. what's flexible—is one of the first things we walk through during a demo.
How does onboarding work for a multi-location group?
Shepherd uses a phased rollout model, starting with one location as the pilot. That implementation becomes the template for each subsequent site. A dedicated onboarding team manages each go-live. Timelines are discussed during the demo.
How does pricing work for multiple locations?
Pricing is scoped to the group during the demo conversation. Shepherd's goal is to consolidate tool costs, not add to them: The client portal, texting, and payment processing are included rather than billed per location.
Is Shepherd designed for independently-owned groups?
Yes. Shepherd is a strong fit for independently owned multi-location groups. For larger corporate or PE-backed organizations, those conversations happen through a dedicated enterprise discovery process.