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ShelterBuddy Help Guides
Video Guides
- ★ Adopting an Animal
- 1. SPARE (Search, Person, Animal, Receipt, Edit) - Lesson 1
- 2. SPARE (Search, Person, Animal, Receipt, Edit) - Lesson 2
- 3. SPARE (Search, Person, Animal, Receipt, Edit) - Lesson 3
- 4. Introduction to adding a Dispatch Job (Video)
- Add a Medication (Video)
FAQ
- Admin - Restricting User Access to Update an Animal to Euthanised
- Asilomar Accords - Defined
- Blocking User Access to Dispatch - Tips!
- Breed Mapping for PetFinder and Adoptapet.com
- Can I rearrange the Animal Menu?
- Can I transfer animals from my organisations to another organisation that also uses Shelter Buddy?
System Updates
- Release notes - Shelter Buddy - Version 4.52 - 1-Oct-2024
- Release notes - Shelter Buddy - Version 4.51 - 17-Sep-2024
- Release notes - Shelter Buddy - Version 4.50 - 3-Sep-2024
- Release notes - Shelter Buddy - Version 4.49 - 20-Aug-2024
- Release notes - Shelter Buddy - Version 4.48 - 6-Aug-2024
- Release notes - Shelter Buddy - Version 4.47 - 23-Jul-2024
Announcements
- Product Update: Animal Hold Feature Enhancement
- Upgrade March 2021
- January 2021 Upgrade
- September 2020 Upgrade
- July 2020 Upgrade
- June 2020 Upgrade
Basic Guides
- Adding Useful Links
- Introduction to Kennel Cards
- Getting Started with Shelter Buddy
- Basic Set Up Guides
- Basic Reporting
- Photo / Document Storage Manager
Administration
- Add, Edit, Delete Kennel Numbers
- Add, Edit, Delete Microchip Brands
- Add, Edit, Delete Microchip Implanter Names
- Add, Edit, Delete Note Category
- Add, Edit, Delete Shelter Locations
- Add/Create a New User
Person
- Admin - Add, Delete Relationships Procedure
- Admin - Add, Edit, Delete Agency Record (including adding existing records)
- Admin - Add, Edit, Delete Do Not Adopt Reasons Procedure
- Admin - Add, Edit, Delete Person Record Type
- Admin - Delete Person Flagged for Deletion
- Admin - Delete Receipts linked to a Person
Animal - General
- Add Animal Care Request
- Add Multiple Animals for Identification and Services
- Add YouTube Video
- Adding weights to animal pages
- Admin - Add, Edit, Delete Animal Food Procedure
- Admin - Add, Edit, Delete Behavior/Behavior Assessment Overall Rating Procedure
Animal - Veterinary
- Add an Indemnity/Waiver to an Animal's record.
- Add Consultation
- Add Medication (no Administer option)
- Add Medication - Complete Guide for Animal Tasks
- Add Medication with Reducing Dose Rate
- Add Medication with specific times
Adoption
- Acquisition / pre-registration - adding a new acquisition list and setting up an Event
- Adding Adoption Counsellors
- Admin - Add, Edit, Delete, Adoption Application Status Procedure
- Admin - Add, Edit, Delete, Adoption Denied Reason Procedure
- Admin - Edit Adoption History
- Admin - Undo an Adoption
Licensing / Registration
- Admin - License/Registration Set Up
- Create Citations for Licenses Not Renewed
- Create External License Issuer/External Registration Issuer
- Delete License Flagged for Deletion
- External License Issuer/External Registration Issuer - Set Up Groups
- Future License/Registration
Online Licensing
- Online Licensing - Add an Administrator
- Online Licensing - Adding Pets Previously Licensed to your Profile
- Online Licensing - Create a profile
- Online Licensing - Custom Menu Items
- Online Licensing - Expiry Notice Setup Procedure
- Online Licensing - How to re-license a Cancelled license application for a pet
Receipting / Financial
- Account Attributes
- Admin - Manage Default Accounts (GL Codes)
- Admin - Transfer a Person to a Receipt
- Bounced Cheque/Check
- Completing Receipts
- Emailing PDF Receipts
Dispatch
- Add Dispatch Request From Existing Job Details
- Add Existing Dispatch Animal
- Add New Dispatch Animal(s)
- Add New Dispatch Job
- Add Prosecution to a Person
- Adding a Prohibition Order
Fostering
Fundraising
- Add Membership Details
- Assigning a Campaign to a Receipt
- Bequest - Administration
- Bequest - Animals
- Bequest Set-up - Person
- Corporate Partner
Lost and Found
- Confirmed Match Procedure - Information File Only (Lost / Found)
- Enter a Found Animal
- Enter a Lost Animal
- Found Search Procedure: Searching for a Matching Lost Record
- How do I "Close" old Lost or Found Files?
- Lost In Care Animal Located and Returned Procedure
Wildlife
- Add Existing Wildlife Animal
- Add Multiple New Wildlife Animals
- Add New Wildlife Animal
- Create Wildlife Carer
- Release to Wildlife Carer Procedure
- Release Wildlife Animal
Add-On Modules
- Adoptapet.com Uploading Errors
- Digital Signatures - Administration
- Digital Signatures - Signing from a Desktop Monitor
- Digital Signatures - Signing From A Tablet
- Google Maps API Grant
- How do I check if our Home Again sync with Shelter Buddy is working?
Animal Training / Dog Obedience
VolunteerBuddy
- Adding a volunteer to VolunteerBuddy - Video
- Logging in to VolunteerBuddy - Video
- Rostering a volunteer in VolunteerBuddy - Video
- Signing on / Off for a shift in VolunteerBuddy - Video
- Tips for helping non-tech savvy volunteers use VolunteerBuddy
- Volunteer Can't Login
Reporting
Other
Adopets
User Guides
Privacy and Terms
Adopter FAQ
Getting started
Finding your new best friend
Applying to adopt
Once approved
Public Site
Public Site Functions via Shelter Buddy
Searching
New User Interface
Phase 1 Release
- New User Interface Beta Release FAQ
- Preview Videos - Login, Person Search, Animal Search
- Logging In - Beta Users
- Logging Out
- Changing Region/Physical Location in the New UI
- Moving between the New and Classic UI
Phase 2 Release
- Person Profile - Accessing the Person Profile
- Person Profile - Person Details Card
- Person Profile - Summary Card
- Person Detail - Person Data Panel
- Person Profile - Characteristics
- Person Profile - Timeline Tab
Shelter Features
Managing Pet Roster
Managing Applications
Managing Reports
Managing Registered Contacts
Managing Shelter Settings
- Understanding user roles and permissions
- Customizing your Organization Profile Information
- Switching between Locations
- Automating communications with your adopters
- Creating a new location
- Updating location information
Additional Feature
Restrict Users By Location
Limit User Access by Physical Location (Regionalised Setup)
Shelter FAQs
Account Configuration
- Payment Management | Editing Adoption Fees
- Pet Management & Integration | Editing Pet Profile
- Pet Management & Integration | Adoption Management System (AMS)
- User Management | Adding New Team Members
- Reports Management | Payout Reconciliation
- Adoption Management | Adoption Questionnaire
Application
- Review / Access Application
- Payment Concerns
- General Cancellation
- General Approval
- Adoption Outside of Adopets Concerns
- Adoption Contract Concerns
Shelter Buddy Software
Adopets Product Updates
Release notes
- January 2021
- April 2021
- 2021 April 8th - Smart Response Improvements
- 2021 April 29th - Staff Productivity and Donations Reports Now Available! 📣
- 2021 April 15th - New Scheduling Actions Available 📣
- 2021 May 6th - Support for Spanish is now available 📣