Shelterluv makes it easy to process a stray intake from a person or partner record. All stray intakes will start from the person or partner rather than the animal.

To get started, navigate to the person or partner that the animal is associated with.

This article is broken up into two sections for stray intakes from a person and for stray intakes from a partner. The process to complete an intake from a person or a partner is different, so it is important to review each section thoroughly.

Process the Intake from a Person

You can complete a stray intake for outcomed animals in your account, such as a previously adopted animal, or for a new animal record that has not been created yet.

The intake process varies slightly depending on whether that animal exists in your account or not. Click each tab below for step-by-step instructions for both scenarios.

• Follow these steps to complete a stray intake for a new animal record:

  1. From the person record, click the green Add Animal Event button.
  2. From the Add Animal Event form, click the Found as Stray button.
  3. Fill out your configured stray intake form and click the green Create Record button, or click the Create & Intake More button to clone the animal record or start intaking a litter.

  

  At this point, the intake is complete. If you have the checkout and contract turned on for your stray intake form, you will be taken to your shopping cart manager so you can add the needed charge and send the checkout to the person in order to get your contract signed and the fee paid.

  You can see a complete walkthrough of the checkout and stray contract signing in the video at the beginning of the article.

  

  "How do I get the contract signed if I don't charge an intake fee?"
  If you have a contract you'd like the person to sign digitally, and you don't charge a fee, you should create a $0 non-adoption item for your stray intakes. This will display as "Free" to the person completing the checkout, and they'll be able to read and sign your contract as well as give a donation if they wish. They will not be asked for credit card details unless they opt-in to give a donation.

  If you don't have your stray intake fees configured yet, you can learn how to do that by clicking here. If you'd like to see an overview of the Shopping Cart Manager, please click here.

  If you are unsure which Shelterpay checkout method to use, you can find an overview of each of those here - How to Process a Transaction Through Shelterpay

• Follow these steps to complete a stray intake for an existing animal record:

  1. From the person record that the animal is currently associated with, click the green Add Animal Event button.
  2. From the Add Animal Event form, click the Found as Stray button.
  3. Check the box next to each animal you want to process a stray intake with and click the green Continue button.
  4. Fill out your configured stray intake form and click the green Create Record button. If you are intaking more than one animal, you will complete a stray intake form for each record, or click the Create & Intake More button to clone the animal record or start intaking a litter.

  

  At this point, the intake is complete. If you have the checkout and contract turned on for your stray intake form, you will be taken to your shopping cart manager so you can add the needed charge and send the checkout to the person in order to get your contract signed and the fee paid.

  You can see a complete walkthrough of the checkout and stray contract signing in the video at the beginning of the article.

  

  "How do I get the contract signed if I don't charge an intake fee?"
  If you have a contract you'd like the person to digitally sign, you should create a $0 non-adoption item for your stray intakes. This will display as "Free" to the person completing the checkout, and they'll be able to read and sign your contract as well as give a donation if they wish. They will not be asked for credit card details unless they opt-in to give a donation.

  If you don't have your stray intake fees configured yet, you can learn how to do that by clicking here. If you'd like to see an overview of the Shopping Cart Manager, please click here.

  If you are unsure which Shelterpay checkout method to use, you can find an overview of each of those here - How to Process a Transaction Through Shelterpay

Process the Intake from a Partner

To get started, click the Partners tab on your main dashboard. If you need to add a new partner to your partner list first, follow the instructions outlined in this article: How to Add, Edit, and Delete Partners

Once you are on the partner's profile, follow these steps to complete a stray intake:

1. On the partner's profile, click the Strays In tab, then the green New Stray In button.
2. Fill out your configured stray intake form and click the green Create Record button, or click the Create & Intake More button to clone the animal record or start intaking a litter.

Note
You can also start a stray intake directly from the partner list page by clicking the three dots on the right side of the partner's name.