Find an Adopter
Open Adopters directly, or click Start adoption on the Adoptions workbench to search for an adopter or create one in the picker.
The adopter workbench supports:
- All and Needs review views, with status filters for other states.
- Search by name, email, or phone.
- Status and tag facets.
- Sorting by name, recent update, newest added, or status.
Create an Adopter
- Click Add Adopter.
- Complete the organization's current adopter form.
- Click Add Adopter to save.
The configured template determines required contact, household, agreement, upload, and custom fields.
When the same person already has a foster or volunteer record, create the adopter through the applicable Convert to Adopter action so the role records stay linked.
Review Eligibility
Active adopters can start an adoption. A Pending adopter is promoted to Active when the adoption starts; review their application before proceeding. Pending public applicants show an approval alert on their profile. Review application history and details, Documents, Activity, and Team Notes, then click Approve or Decline.
Add Pets of Interest
- Open Pets.
- Click Add pet.
- Select one or more eligible pets.
- Add optional interest notes.
- Click Add Pets to Adopter.
Bonded companions are included in the selection workflow.
Start the Adoption
- Click Start adoption in the header to include all pets of interest.
- Click Adopt on one pet-of-interest row for a single-pet session.
Choose QR checkout or Complete in person to finalize the placement, or Email an application to request an application first.