Adopters List
Open Adopters from the main navigation. The workbench includes:
- Views for All and Needs review, each with its count, and status filters for other states.
- A footer showing how many adopters match the current view.
- 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, other 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.
Every Active or Pending adopter has a Start adoption action; its count shows how many pets of interest it preselects. Choosing a Pending applicant for an adoption promotes them to Active automatically. Eligible records also have Edit. When the adopter has a submitted application, Print in the toolbar and Download PDF in the action menu export it. The action menu can also include 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 truncated Team Notes previews. Open Notes for the full discussion, or click a preview to read and reply.
Add an Adopter
- Open Adopters.
- Click Add Adopter.
- Complete the organization’s current adopter form.
- 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
- Open an Active or Pending adopter.
- Add one or more pets in Pets of interest.
- Click Start adoption to include all pets of interest, or Adopt on one pet of interest.
- Choose QR checkout, Complete in person, or Email an application.
See Processing Adoptions for the full workflow.
Permissions
Adopter management requires the Adoption & Foster Counselor, Privileged, or Admin role. Pet Editors and Viewers can view adopters without changing them or starting adoptions. Users without access see a permission notice.