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, and Inactive.
• 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, contact context, linked-role chips, and these metrics:

• Adopter Since
• Pets Adopted
• Meet & Greets
• Total Donated

An active adopter with pending pets has a Start Adoption action. Eligible records also have Edit. The action menu can include print or download application, role conversion, email, archive, unarchive, and delete actions according to the record's status and available templates.

Profile Layout

The profile toolbar has Profile and Documents sections, Search this adopter, and Print.

The left rail contains contact and application facts, tags, and jump links. The center profile contains:

• Pets in Their Care for pending, adopted, and returned pet relationships.
• Meet & Greets for scheduled and past meetings.
• Application History, when applications are on file.
• Application Details from your adopter form.
• Email History.
• AI Matches, when your organization uses matching and the user has access.

The right context column contains Activity and Team Notes. Open Documents from the toolbar or left-rail link to manage files on the full document tab.

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 adopter.
2. Add one or more pets in Pets in Their Care.
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