Books directly
Tilly for Shepherd: calls answered, appointments booked in Shepherd
Tilly answers your clinic's calls and texts and books appointments straight into Shepherd, with the right client, pet, vet and appointment type. Call summaries and tasks land in Shepherd too, so your team keeps working where it already does.
What Tilly does in Shepherd
- Recognises callers by their phone number.
- Books, reschedules and cancels appointments directly in Shepherd.
- Marks appointments as confirmed when clients reply to a reminder.
- Adds new clients and their pets to Shepherd.
- Adds a short call summary to the client and pet record, as a SOAP or communication note.
- Matches refill requests to the pet's current prescriptions.
- Creates tasks in Shepherd's own task list as well as in Tilly.
- Saves clients' contact preferences in Shepherd.
- Uses the reminders due in Shepherd for vaccine and wellness recalls.
- Can see outstanding balances so it can text a payment link.
- Picks up changes in Shepherd as they happen.
How Tilly handles the rest
- Shows payments taken by link in Tilly and creates a task for your team to record them in Shepherd.
Before every booking, Tilly checks the slot live in Shepherd, so it never double-books.
How to connect
About 15 minutes.
- In Shepherd's settings, turn on the Tilly integration and accept Shepherd's API fee.
- Copy the site API key Shepherd gives you and paste it into Tilly.
- Choose your Shepherd site. Tilly imports your vets, appointment types, clients, pets and schedule, then asks you to confirm how your appointment types map to Tilly's services.
Fees
Shepherd charges clinics $35 per site per month for API access, billed by Shepherd. On Tilly Pro, Plus and Group, we credit that amount back on your Tilly invoice for every location connected to Shepherd. On Starter, the fee isn't credited.
Moving from another AI receptionist? We'll move you in a day
If the AI receptionist your clinic uses with Shepherd is ending, or you're simply ready for a change, we'll do the heavy lifting. Send us your website, the FAQ and call-script exports from your current assistant (CSV, PDF or Word), and our short template with your transfer numbers and opening hours. We import your settings and knowledge within one business day, as drafts for you to confirm. Your calls keep going to your current assistant while your team runs Tilly's test calls. When every test passes, you point your existing call forwarding at Tilly, and your number stays the same. Once Shepherd is connected, we aim to have you live within one business day.
- Same number — point your existing forwarding at Tilly, nothing for clients to learn.
- Your settings carried over — transfer rules, hours, services and answers, ready for you to confirm.
- Tested first — your calls stay with your current assistant until Tilly passes its test calls.
- No card until you go live — and no setup fee.
Questions
Does Tilly work with every Shepherd clinic?
Tilly works with US clinics on Shepherd that turn on the Tilly integration in their Shepherd settings.
Which plan should a Shepherd clinic choose?
Any plan works. On Pro, Plus and Group, Tilly credits back Shepherd's monthly API fee, which narrows the price gap to Starter by that amount.
Will Tilly's bookings look different in Shepherd?
They're normal appointments. Each has a call note so your team can see Tilly booked it.
Does Tilly change how we use Shepherd?
No. Your team works in Shepherd as before.
Is our Shepherd data safe?
Your API key is stored in a secure vault in the US region and never shown again. Tilly keeps only the data it needs to answer calls, under your retention settings.
We already use an AI receptionist with Shepherd. How hard is it to switch?
Not hard. Send us your website, your current assistant's FAQ and call-script exports (CSV, PDF or Word) and our template with your transfer numbers and hours. We import them within one business day as drafts for you to confirm. Your calls stay with your current assistant until Tilly passes its test calls; then you point your call forwarding at Tilly and keep your number.