Foster-Adopter Connection

Dual Roles Explained

Some people in your system may be both fosters and adopters. This happens when:

• A foster decides to adopt one of their foster pets
• An adopter wants to start fostering
• Someone applies for both roles

How Dual Roles Work

When someone has both roles:

• They have two linked profiles (foster and adopter)
• Contact information is shared between profiles
• Each profile tracks role-specific information
• A yellow banner shows they have both roles

Navigating Between Profiles

From Foster Profile

1. Look for the yellow dual-role banner at the top
2. Click View Adopter Profile
3. You'll switch to their adopter information

From Adopter Profile

1. Look for the yellow dual-role banner
2. Click View Foster Profile
3. You'll switch to their foster information

Shared Information

These details sync between both profiles:

• Name
• Email
• Phone number
• Address

Changes to these fields in one profile update the other automatically.

Separate Information

Each profile maintains its own:

• Status (active, pending, etc.)
• Role-specific preferences
• History and statistics
• Notes and documents

Status Considerations

Independent Statuses

Most status changes only affect one role:

• Setting a foster "On Hold" doesn't affect their adopter status
• Archiving an adopter doesn't archive their foster profile

Linked Status: Do Not Foster/Adopt

The "Do Not Foster" flag is special:

• Setting someone to "Do Not Foster" automatically sets "Do Not Adopt"
• This ensures flagged individuals can't interact with animals in any capacity
• Removing the flag requires updating both profiles

Common Scenarios

Foster Adopts Their Pet

1. Use "Convert to Adopter" feature
2. Choose to keep both roles
3. Process the adoption normally
4. Foster assignment auto-completes when adoption is finalized

Adopter Wants to Foster

1. Create a foster profile from their adopter profile
2. Both profiles are automatically linked
3. They can now receive foster assignments

Managing Both Roles

• Review each profile separately
• Update statuses independently (except Do Not flags)
• Track activities in the appropriate profile

Best Practices

• Check for existing profiles before creating new ones
• Keep contact information updated in either profile
• Use notes to track cross-role information
• Be aware of status implications across roles

Benefits of Dual Roles

• Complete history of interaction with your organization
• Streamlined data management
• Better understanding of the person's involvement
• Easier transitions between roles