Find Meet and Greets
Open an adopter and find Meet & Greets in the center profile. Each row summarizes the meeting date, title, location, selected pet or pets, time, and status.
The Meet & Greets tab in the profile toolbar shows how many meetings are on file.
Schedule a Meeting
- Click Schedule in the Meet & Greets panel.
- Enter a title and optional description.
- Choose the date, time, and duration.
- Select In Person, Virtual, or Phone Call.
- Add a location or meeting link when applicable.
- Select the pet or pets involved.
- Set the meeting status.
- Add internal notes as needed.
- Click Schedule.
An Outcome field appears when the status is Completed.
Meeting Status
Use the status to distinguish planned, completed, cancelled, or no-show meetings. Team members with adopter-edit access can edit or delete a meeting from its profile row. Deletion requires confirmation.
An adopter can have only one meeting at a given date and time. A cancelled meeting frees its time, so you can book the adopter again at that time; while the new meeting holds that time, the cancelled one can't be reopened at it.
Keep Useful Context
Use:
- Internal Notes for staff-only preparation or review.
- Outcome to record how a completed meeting went.
- The Notes tab for broader team discussion about the adopter.