Adopters

What Are Adopters?

Adopters are individuals or families who have applied to adopt pets from your organization. They can be in various stages of the adoption process:

• Prospective Adopters: People who have shown interest in specific pets but haven't completed the adoption
• Approved Adopters: Individuals with active status who can adopt pets
• Pending Applications: People who have submitted applications awaiting review (often from your public website)
• Restricted Adopters: Individuals on hold, suspended, or flagged as do not adopt
• Past Adopters: People who have successfully adopted pets from your organization

Adopters Dashboard

The Adopters dashboard provides a comprehensive view of all adopter records in your organization's database.

Accessing the Adopters Dashboard

1. Log in to your PawPlacer account
2. Click on "Adopters" in the main navigation menu
3. You'll see a list of all adopters in your system

Adopters Table Features

The main Adopters page displays a table with key information:

• Name: The adopter's full name
• Prospective Pets: Pets the adopter is interested in but hasn't yet adopted
• Adopted Pets: Pets the adopter has successfully adopted
• Last Updated: When the adopter's record was last modified

Filtering and Searching

You can filter the adopters list by status:

1. Click the filter dropdown at the top of the table
2. Select one of the following options:

• All: Shows all adopters
• Active: Adopters approved to adopt pets
• Pending: Applications awaiting review
• On Hold: Adopters who can keep current animals but shouldn't receive new assignments
• Do Not Adopt: People flagged and not allowed to adopt
• Suspended: People suspended from adopting
• Inactive: No longer actively able to adopt

To search for a specific adopter:

1. Type their name in the search bar above the table
2. The list will automatically filter to show matching results

Quick Previews

For a quick overview of an adopter without opening their full profile:

1. Click the eye icon (👁️) at the end of an adopter's row
2. A sidebar will appear showing:

• Contact information
• Pets they're interested in
• Pets they've adopted

Managing Adopter Records

Adding a New Adopter

1. From the Adopters dashboard, click the "+ Add an Adopter" button
2. Fill out the adopter information form with:

Contact Information

• Name (required)
• Email address
• Phone number
• Age

Household Information

• Address
• Home type (apartment, house, condo, farm, ranch, mobile home, townhouse, other)
• Home size (tiny, small, medium, large)
• Other pet types (select all that apply)

Employment Information

• Occupation
• Employer
• Employer email
• Employer phone

Co-applicant Information (if applicable)

• Name
• Email
• Phone
• Relationship to primary applicant

3. Click "Add Adopter" to save the record

Viewing Adopter Profiles

To see complete details for an adopter:

1. Click on any adopter's name in the table
2. This opens their detailed profile page showing:

Basic Information

• Name
• Age
• Phone
• Email

Household Information

• Address
• Home type
• Home size
• Other pet types

Employment Information

• Occupation
• Employer
• Employer contact details

Co-applicant Information (if applicable)

• Co-applicant details
• Relationship

Additional Information

• Notes section
• Documents
• Status alerts (for pending, on hold, do not adopt, suspended, or inactive statuses)
• Adopted pets
• Prospective pets

Editing Adopter Information

1. From an adopter's profile page, click the "Edit" button
2. Make changes to any fields as needed
3. Click "Update Adopter" to save your changes

Processing Adoptions

Adoptions are processed directly from adopter profiles:

1. Ensure the adopter has prospective pets assigned
2. Click the "Adopt" button on their profile
3. Choose between QR code or current device processing
4. Complete the adoption workflow

Next Steps

Now that you understand the basics of managing adopters, you can:

• Add pets to an adopter's profile
• Process adoptions from profiles
• Create public adoption links
• Manage dual role contacts (people who are both adopters and fosters)
• Track adoption history