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 3.56 - 05/February/2022
- Release notes - Shelter Buddy - Version 3.55 - 22/January/2022
- Release notes - Shelter Buddy - Version 3.54 - 08/January/2022
- Release notes - Shelter Buddy - Version 3.53 - 25/Dec/2021
- Release notes - Shelter Buddy - Version 3.52 - 11/Dec/2021
- Release notes - Shelter Buddy - Version 3.51 - 27/Nov/2021
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 Kennel Cards
- Digital Signatures - Administration
- Digital Signatures - Signing from a Desktop Monitor
- Digital Signatures - Signing From A Tablet
- Google Maps API Grant
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