User Guide: Shelter Staff

Have questions about using Adōpets? Try watching a video on the feature you want to try. Click the links below to get started.

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🎥 All Pets:

✅ Check out your organization's All Pets menu!

• All Pets actions menu

• Filters

• Adoption Paths

• Returns

• Archived Pets

• Visibility

• Assign a foster

• Unassign a foster

• Add a pet

• Delete a pet

• Pet Characteristics Introduction

• Add Pet Characteristics from Base Software (option 1)

• Add Pet Characteristics from Adopets (option 2)

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🎥 Adoption Management:

✅ Access your team's Adoptions menu!

• Adoptions Menu Introduction

• Hide archived pets from Adoptions menu

• Pet Details Introduction

• Review inquiry

• Send meeting or phone call request

• Add a note

• Schedule a phone call or meeting

• View potential adopter's other inquiries

• Approve adoption

• Send contract by text

• Send checkout by text

• Complete contract from shelter-managed device

  (for Super Users, Owners, and Admins)

• Complete checkout from shelter-managed device

  (for Super Users, Owners, and Admins)

• Archive inquiry

• Cancel adoption

• Edit checkout

• Confirm adoption

• Process Tags

• Approve adoption (Shelterbuddy client)

• Confirm adoption (Shelterbuddy client)

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🎥 Visitor Management:

✅ View your team's Visitors menu.

⚠️ Can't see it? Email [e-mail] to set up visitor management. ⚠️

• Visitors Log and Waitlist

• Enable kiosk

  (for Super Users, Owners, and Admins)

• Check In

• Add visitor

• TV Display

• Waitlist Tracker

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🎥 Contacts:

✅ See your team's Contacts menu.

• Assign new inquiry

• Add a contact

• Add contact to Do Not Adopt list

• Add contact to Favorites list

• Filters

• Sync Contact with Shelterbuddy

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🎥 Settings and Reports:

✅ Access your Settings, Reports, and Dashboard.

⚠️ Only Super Users and Owners can access Settings. Only Super Users, Owners, and Admins can access the Reports and Dashboard. ⚠️

• Edit smart responses

• Add a user

• Edit location information

• Reports

• Dashboard

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🆘 Troubleshooting:

• Clear search bar and filters and check column selection

• Search for Archived Pets

• Delete pets from Adoptions menu

• Delete a pet

• Staff member not on visitor management assigned staff dropdown

• Photo won't upload

• Pending inquiry for animals in the In Process column

• Someone wants to reapply for a pet but we've already archived their inquiry

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⁉️ Frequently Asked Questions:

👀 View our full FAQ list here. 👀