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What you can build

Most projects on the Shepherd API come down to moving data in or out of a clinic’s records, then acting on it in another system. Here are the patterns we see most often.

The most common use. Pull appointments, invoices, payments, patients, and clients out of Shepherd on a schedule to build custom dashboards, financial reports, or a data feed your own tools read. See Invoices, Payments, and Appointments.

Keep a clinic’s schedule in step with an external booking tool, a reminder service, or your own product. Appointments are one of the most-integrated resources, on both the clinic side and the partner side. See Appointments.

Export client (pet-owner) and contact data into a marketing or CRM tool to run outreach outside the platform: sync your client list into a campaign tool, then send reminders or follow-ups from there. See Clients.

Read and write inventory levels, or wire prescription workflows into a pharmacy or fulfillment partner. See Inventory, Products, and Prescriptions.

Operators running several clinics as a group can roll data up across locations: check whether an account is multi-site, then read shared records once rather than per clinic. See Groups and multi-site.