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 profile header metric shows the total number of meet and greets 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 public or internal notes as needed.
- Click Schedule.
Outcome fields are available when the selected status supports a completed result.
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.
Keep Useful Context
Use:
- Public notes for information suitable for the meeting participants.
- Internal notes for staff-only preparation or review.
- Team Notes in the right context column for broader discussion about the adopter.