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Guided setup

Shepherd for your AI receptionist, connected for you.

Let callers book, move and cancel Shepherd appointments and be recognised with their pets by caller ID.

● Independent veterinary clinics on Shepherd ● API key ● Practice management
Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Shepherd admin, connects it and tests it on your account before callers rely on it. Anything Shepherd Veterinary Software needs first, such as a plan level or partner approval, is listed under Good to know.

Booking turns on with the AI receptionist. We connect Shepherd now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

  1. A caller asks for an appointment. The receptionist checks open times in Shepherd, offers two or three, reads the one they pick back to them and books it only after they say yes.
  2. A caller needs to move or cancel. The receptionist finds the booking that matches the number they are calling from and changes it in Shepherd once they confirm.
  3. A returning customer calls. The receptionist recognises the number in Shepherd and greets them by first name, without reading out anything private.

What you can do with it

  • A client books a dental cleaning for their cat after hours.
  • A returning client moves an appointment without waiting on hold.
  • Front desk staff spend less time on routine scheduling calls.

Use cases

Industries

What the AI receptionist will do on calls

  • Will offer open times for the doctors and visit types you allow.
  • Will confirm the pet, reason and time before booking.
  • Will move or cancel only appointments for the client on the number calling.
  • Will route anything urgent to staff.

A sample call

Caller I need to move Luna's appointment on Monday.
AI I can do Tuesday at 9:00 or Wednesday at 4:20.
Caller Wednesday.
AI Moving Luna to Wednesday at 4:20. Is that right?
Caller Yes.
AI Done.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

  1. Choose Connect. A short guided-setup form opens, and our team takes it from there.
  2. An owner or admin creates an integration key in Shepherd (Admin, Integrations) and pastes it into the secure key form on the Connectors page in the app. Never by email.
  3. Tell us the doctors, visit types and lengths the AI may book.
  4. We test with you, then turn on booking and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

  • Guided setup: our team connects it with you and tests it on your account before callers rely on it.
  • Shepherd charges your practice for API access (listed at $35 per site per month). The key is created in Shepherd under Admin, Integrations.
  • Shepherd reviews integrations from outside partners. We handle that with Shepherd when you ask.
  • The AI books only visit types you allow; anything clinical goes to staff.

Questions

How does Shepherd setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Shepherd admin. Setup is free on every package, as part of our free assisted setup.

Does Shepherd cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Shepherd with TimberSwitch?

Independent veterinary clinics on Shepherd. Industries: Veterinary.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Where do I find the key?

In Shepherd under Admin, Integrations. Paste it only into the secure key form on the Connectors page.

Does Shepherd charge for this?

Shepherd lists API access at $35 per site per month, billed by Shepherd.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Shepherd Veterinary Software is a trademark of its owner; TimberSwitch is not affiliated. Facts about Shepherd Veterinary Software's product last checked October 3, 2026.