Working with Adopters

Find an Adopter

Open Adopters directly, or click Start Adoption from the Adoptions workbench to go to the adopter workflow.

The adopter workbench supports:

• All Adopters, Needs Review, Active, and Inactive views.
• Search by name, email, or phone.
• Status and tag facets.
• Sorting by name, recent update, newest added, or status.

Create an Adopter

1. Click Add Adopter.
2. Complete the organization's current adopter form.
3. 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

An adopter must be Active before an adoption can start. 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 Pending Pets

1. Open Pets in Their Care.
2. Click Add pet.
3. Select one or more eligible pets.
4. Add optional interest notes.
5. 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 pending pets.
• Click Adopt on one pending pet row for a single-pet session.

Choose Use PawPlacer Checkout or Complete In Person to continue.

Related

• Adding Pets to Adopters
• Processing Adoptions
• Managing Adopter Status