Start From an Adopter
Start an adoption from the Adoptions workbench or an eligible adopter profile:
- Open Adopters and select or create the person.
- Review the Pets tab or select eligible pets in the adoption picker.
- Click Start adoption to include all pets of interest, or Adopt on one pet row.
- Choose a completion method.
The Start adoption action on the Adoptions workbench opens an adopter picker with search and inline creation. Select the adopter, then review the pets to include. Pending adopters are promoted to Active when the adoption starts.
Completion Methods
QR checkout
PawPlacer creates a secure session and QR code. The adopter can scan it, receive the contract link by email when available, or continue on the staff device. Checkout includes:
- Contract terms and checkbox acceptance.
- An optional donation.
- The organization's available payment methods.
Hosted payments complete after provider confirmation. Other methods use the appropriate external or manual confirmation flow.
Complete in person
Staff enter the adoption date, payment method, editable adoption fee, optional donation, and a check number when applicable. Use this path when terms and payment have already been handled outside checkout.
Email an application
Choose Email an application to send the adopter the application link for the selected pets. This requests an application; it does not finalize an adoption or collect payment.
What Completion Creates
PawPlacer:
- Creates an adoption receipt record.
- Changes the selected pets to Adopted.
- Completes any active foster placement for those pets.
- Moves the pets from the adopter's pets of interest to adopted pets.
- Stores payment and contract acceptance information captured by the selected flow.
Adoption Receipt
The receipt console includes:
- Metrics for finalized date, verified paid, placed pets, and follow-ups.
- Placed Pets, Payment Ledger, Follow-up Plan, and Receipt Notes.
- A full Documents tab.
- Adopter, transaction, payment-method, contract acceptance, and pet facts in the left rail.
- Activity and truncated Team Notes previews in the right context column. Open Notes to read, write, and reply.
- Print Report and Download Summary in the toolbar.
Adoptions Workbench
Open Adoptions to search adopter, email, pet, or microchip. Filter by species, payment method, or date range, and sort by recently updated, newest, adopter name, highest fee, or highest donation.