Adopters

The Adopters feature in PawPlacer helps you manage people interested in adopting your pets. This comprehensive system allows you to track adoption applications, manage adoption processes, and maintain relationships with adopters.

What Are Adopters?

Adopters are individuals or families who have applied to adopt pets from your shelter. 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
• Active Adopters: Individuals who have adopted pets from your shelter
• External Applicants: People who have submitted adoption applications through your public website

Adopters Dashboard

The Adopters dashboard provides a comprehensive view of all adopter records in your shelter'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:

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

• All: Shows all adopters
• In Progress: Adopters currently in the adoption process
• Completed: Adopters who have successfully adopted pets
• External: Adoption applications submitted through your public site
• Archived: Inactive adopter records

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:

• Basic personal information
• Contact details
• Housing information
• Employment details (if applicable)
• Co-applicant information (if applicable)

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:

• Complete personal information
• Contact details
• Housing information
• Employment information
• Notes
• Pets they're interested in or have adopted

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

Next Steps

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

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