We're excited to empower you to work more efficiently, so you can spend less time on data entry and more time on your lifesaving programs!
Use the table of contents on the right-hand side of this article to jump to a specific section as needed.
Getting Acquainted
Below, you will find a short demo to help you get acquainted with the Shelterluv. Additionally, you can click the following links to find more detailed information about your menu bar, searching in Shelterluv, and how to sort or filter your main dashboard:
- Menu Bar Overview
- How to Search and Filter in Shelterluv
- How to Filter and Sort Your Animal Dashboard
Checkout a short demo!
Shelterluv is cloud-based and completely mobile-responsive, which means you can access it on any device that has an internet connection, including computers, tablets, and smartphones.
In addition to providing the best shelter software available, we also provide you with amazing, fast support. You can learn more about our support team in this article: Shelterluv's Support Team Hours and Communication Policy.
Lastly, we would love to have you join our exclusive Facebook group, available to Shelterluv users only. This is a great community you can utilize to collaborate with other Shelterluv customers. Just click here, enter your Shelterluv username, and we will approve your request!
Configuration & User Permissions
One of the most important sections of your Shelterluv account is Configuration. The Configuration section determines how your account is set up, from what fields are available on your intake and outcome forms, to setting up quick-fill templates for your procedures/surgeries or vaccines, it is all done within Configuration.
Configuration is broken up into three parts: General Shelter, Medical, and Transactions. You can find links below to each section, which will walk you through how to configure your account:
Each user account can be assigned specific user permissions, which determine what that user can and cannot access or do within your organization's Shelterluv account. You can find a complete overview of what each user permission does in this article: User Permissions Overview.
Person Records
Shelterluv has developed an easy-to-use person profile to manage associated animal records, purchases, important documents, foster profiles, and applications.
You can find a complete overview of a person record by in this article: Person Record Overview
If you need to create a new person record, we always recommend searching your Shelterluv account first, to ensure duplicates aren't created. You learn how to create new person record in this article: How to Create a Person Record.
Additionally, you can learn about all of Shelterluv's foster features through the following links:
Animal Records
Animal records are intuitive and easy to navigate. With just a few clicks, you can do anything from adding complex medical items like a detailed surgery form, to quickly updating an animal's status.
You can find an overview of how to edit an animal record in this article: How to Edit an Animal Record.
You can find even more articles and videos for everything related to animal records, including the basics, behavior-related items, and medical items, by clicking this link.
Intakes, Outcomes & Transactions
Shelterluv is human-centric! This means all intake events (adding new animals) and outcome events (such as an adoption transaction) start from a person or partner record, by selecting the appropriate intake or outcome type.
While the steps to process each intake and outcome are similar, they are all unique in their own way. Because of this, it is important to read the article or watch the video for each intake and outcome. You can find each section here:
Most of your intakes and outcomes can have a transaction associated with it if you wish. These transactions will be processed through Shelterpay and come packed with many different donation and Best For Pets features that you can learn more about below:
If you want to practice processing intakes and outcomes, you can find a few helpful tips in this article: How to Create Test Records to Practice Intakes and Outcomes
Tasks
You can use Tasks to complete scheduled medical and behavioral items, in addition to reviewing status review dates. You can navigate to Tasks from your menu bar.
Check out the video below for a quick overview of Tasks, or read more in this article: Task Manager Overview.
If you would like to learn more about scheduling medical items, you can find articles and videos for each medical module by clicking here.
Applications
Use Shelterluv's powerful applications for all your adoption, foster, or owner surrender application needs. You can also create custom applications, such as a volunteer application or requests for services.
You can find an overview of our Application Manager here: Application Manager Overview, or a walkthrough of building your applications here: How to Build Your Applications.
Reporting
Shelterluv comes with dozens of powerful reports to give you insights to all your data. There are two main types of reports in Shelterluv: Quick reports and Custom reports.
Quick reports are Shelterluv's standard, prebuilt reports that you can easily run without any report building. Once run, quick reports can be filtered, but they cannot be edited or customized.
Custom reports give you complete control and full customization over the data you need to report on. With intelligent rules and dozens of reportable columns, you're able to get the data you need quickly.
You can find details on all of our custom and quick reports here:
Field and Community Services
Shelterluv's map-based Field & Community Services module is an easy-to-use, essential tool for any animal welfare organization that provides animal control, community services for pet owner support, and intake prevention.
Now you’re able to track and report both efforts and results seamlessly within your shelter software. No more standalone spreadsheets or paper notebooks needed.
Learn more about what Field Services has to offer by clicking here!