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Mobile Adoption Experience

Use responsive staff records and hand checkout to an adopter's phone

In this guide

Key sections from this documentation page.

Staff Pages

The Adopters and Adoptions workbenches, profile consoles, and receipt panels adapt to smaller screens. Controls wrap or scroll as needed while preserving search, filters, actions, receipt sections, and linked records.

Start on a Staff Device

From an active adopter profile:

  1. Click Start adoption or Adopt.
  2. Choose QR checkout.
  3. Show the QR code to the adopter.

When the adopter has an email address, staff can also choose Email contract link. Choose Or continue from this device to keep the checkout on the staff phone or tablet.

Adopter Checkout

The adopter's device walks through:

  • Contract review and checkbox agreement.
  • Suggested or custom donation, with Skip.
  • Available payment methods and the total summary.

Mobile links can open supported wallet or external payment apps. QR codes and addresses remain available for methods that use them.

Cross-Device Completion

Keep the staff QR screen open while the adopter checks out. It monitors the session and opens the adoption receipt after completion.

For a smoother event workflow:

  • Use a stable internet connection.
  • Increase brightness for QR scanning.
  • Confirm external payments before the user completes the manual confirmation.
  • Start a new session if the checkout link has expired.

Complete in person

Staff can instead choose Complete in person on any responsive device and record the date, method, fee, donation, and check number when applicable.

Keep reading

Move through the documentation in order.