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    Managing Adopter Status

    Understand adopter eligibility, review applications, and change record status

    In this guide

    Key sections from this documentation page.

    StatusesChange StatusReview Pending Applications

    Statuses

    • Active: Approved and eligible for pet interest and adoption actions.
    • Pending: Application awaiting review.
    • Inactive: Archived or no longer active.
    • Denied: Application declined.
    • Suspended: Temporarily restricted.
    • Blocked: Restricted from adoption.

    Change Status

    For a non-pending record:

    1. Open the adopter.
    2. Click the status in the identity header or the status fact in the left rail.
    3. Select a new status.
    4. Add notes when required.
    5. Click Update Status.

    Restrictive status changes require context. Saved status notes appear with the profile facts and status changes appear in Activity.

    Review Pending Applications

    1. Open the Needs Review view on the Adopters list.
    2. Open the applicant.
    3. Review contact facts, application history and details, documents, activity, and team notes.
    4. Click Approve or Decline in the profile alert.

    Approval changes the adopter to Active. Decline changes the adopter to Denied.

    For the latest public application, the profile action menu can Print application or Download application as a PDF. The export uses the saved submission snapshot, including the questions, answers, selected pets, and recorded terms acceptance, so later profile edits do not rewrite what the applicant originally submitted.

    Status Effects

    Only active adopters can start adoptions. Edit, conversion, email, archive, and unarchive actions change according to status. Inactive records remain available from the Inactive view.

    Blocking a person who also has a linked foster role can apply the corresponding restriction to that linked role. Other role statuses are managed on their own profiles.

    Related

    • Managing Adopter Records
    • Dual Role Contacts
    • Processing Adoptions

    Keep reading

    Move through the documentation in order.

    PreviousPublic Adoption CheckoutNextAdoption Fees During Checkout
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