Before You Start
An Active adopter can complete an adoption. A Pending applicant becomes Active automatically when staff choose them for an adoption. Denied and Blocked records cannot adopt.
Start from:
- Start Adoption in the header to include every pending pet.
- Adopt on a pending pet row to include only that pet.
- Start adoption on a pet profile to choose an eligible adopter for that pet.
Choose an Adoption Method
Use PawPlacer Checkout
This path creates a secure checkout session.
- PawPlacer shows a QR code.
- The adopter scans it, staff emails the contract link when an email is available, or staff chooses Continue From This Device.
- The adopter reviews and signs the adoption terms.
- The adopter chooses an optional donation.
- The adopter selects one of the organization’s available payment methods.
- The adoption completes after the hosted payment succeeds or the external payment is confirmed.
Keep the QR screen open while the adopter completes the checkout; it monitors the session and opens the adoption record when finished.
Complete In Person
Use this path when staff already handled the agreement and payment outside checkout. The dialog includes:
- Required adoption date.
- Payment method.
- Editable adoption fee.
- Optional donation.
- Check number when Check is selected.
- Calculated total.
Click Complete Adoption to create the record immediately.
What Completion Does
PawPlacer:
- Creates the adoption record and links the selected pets.
- Changes each pet to the adopted outcome status.
- Moves the adopter-pet relationship from pending to adopted.
- Completes an active foster assignment for an adopted pet.
- Preserves fee, donation, payment, and signed-contract details captured by the chosen path.
- Queues enabled confirmation emails.
The completed record opens as an Adoption Receipt with placed pets, payment ledger, follow-ups, receipt notes, documents, activity, and team notes.
Pending Applicants
Pending public applicants show an alert on the adopter profile. Review their contact and application details, then click Approve or Decline. Approval makes the adopter Active; decline marks the application Denied. Selecting a Pending applicant while starting an adoption also promotes them to Active.