Adopters

Adopters List

Open Adopters from the main navigation. The workbench includes:

• Summary cards for all adopters, records needing review, inactive records, and the current results.
• Views for All Adopters, Needs Review, Active, Inactive, Denied, and Blocked.
• Search by name, email, or phone.
• Status and tag filters.
• Sorting by name, recently updated, newest added, or status.

Rows show the adopter's identity and can also show status, interested pets, adopted pets, linked roles, tags, updated date, and custom fields enabled for the list.

Adopter Profile

Open a row to view the adopter console. The header shows the person's name, status, adopter-since date, email, and phone number. Personal information is edited from Edit; there are no profile summary cards or profile navigation sidebar.

An Active or Pending adopter with pets of interest has a Start Adoption action. Choosing a Pending applicant for an adoption promotes them to Active automatically. Eligible records also have Edit. The action menu can include print or download application, role conversion, email, and delete actions according to the record's status and available templates.

Profile Layout

The profile opens on Pets. The toolbar contains Pets, Application History, Meet & Greets, AI Matches when matching is available, and Documents, along with Search this adopter.

The profile content contains:

• Adopted pets, Pets of interest, and Past pets on the Pets tab.
• Application submissions and saved application details on Application History.
• Scheduled and past meetings on Meet & Greets.
• Matching results on AI Matches, when your organization uses matching and the user has access.
• Adopter files on Documents.

The right context column contains Activity and Team Notes.

Add an Adopter

1. Open Adopters.
2. Click Add Adopter.
3. Complete the organization’s current adopter form.
4. Click Add Adopter to save.

The add and edit pages use your configured adopter form, so required fields and sections may differ between organizations.

Process an Adoption

1. Open an Active or Pending adopter.
2. Add one or more pets in Pets of interest.
3. Click Start Adoption for all pending pets, or Adopt on one pending pet.
4. Choose Use PawPlacer Checkout or Complete In Person.

See Processing Adoptions for the full workflow.

Permissions

Adopter management requires the Adoption Counselor role. Users without access see a permission notice.

Next Steps

• Add pets to an adopter
• Schedule meet and greets
• Manage adopter status
• Work with notes and documents