How to Process an Adoption Outcome

Shelterpay was designed to make your checkout process simple and paperless. Shelterpay's donation boost has generated millions of dollars in donations directly to organizations like yours! This article will walk you through the adoption process with Shelterpay and answer all of your key questions.

What user permissions do I need to process an adoption?

  • View, edit & create people records
  • Process adoptions & purchases
  • Create & edit animal records

What do I need to configure before I process an adoption?

 

Learn your way
 

Prefer watching over reading? Check out the video below!


Completing $0 Adoptions


Shelterluv believes every adopter should have the same equal opportunity to donate to your organization, regardless of whether the adoption fee is waived.

This is why all adoptions priced at $0 are processed through Shelterpay only, and the non-Shelterpay payment options are not visible.

Here are just a few reasons why you would want to process your $0 adoptions with Shelterpay:

  • Paperless, digital adoption contract signing (great for remote adoptions!)
  • Receive donations! (Over 70% of adopters donate an average of $24/donation through this feature!)
  • Ensure the adopter sees and signs all the necessary waivers and disclaimers needed to set them up for a successful adoption. This is especially important with harder-to-adopt animals.
  • Easily email all of your adoption documents, such as medical history, digitally signed contract, receipt, disclaimers, and Digital Adoption Packets, to the adopter at the end of the transaction. Save time and paper!

Step 1: Add the Animal and Send the Checkout


All adoptions start from a person record. If the person already exists in your account, you can search for them using the search box in the menu bar or click the People tab on the main dashboard.

Once you are on the adopter's record, follow these steps to add the animal to your shopping cart:

  1. On the person record, click the green outline-add-circle.svg Add Animal Event button and then click the outcome-outline.svg Adoption button.
  2. From here, you will see a list of all your in-custody animals in a status configured to be adoptable. Check the box next to each animal you need to adopt, then click the green outcome-outline.svg Adopt button.
  3. Complete your configured adoption outcome form and click the green Continue button.
  4. [Optional] In your shopping cart manager, add any additional items or animals, assign a cash drawer, and add a transaction memo if needed.
  5. Once your shopping cart is ready, choose the Shelterpay checkout method you want to use (see details on each here), then send the checkout using the green button in the bottom right corner.

Add Adoption Animals to Cart.gif

Step 2: Adopter Completes the Checkout


Once you send the Shelterpay checkout to the adopter, they can complete it on their device. You can find a walkthrough of what the checkout process looks like for your adopters in the linked video at the top of this article.

Step 3: Finalize the Transaction


Once the adopter completes the checkout on their device, follow these steps to finalize the transaction and adoption outcome:

  1. In the Shopping Cart Manager, click the outline-check-circle.svg Complete Transaction button.
  2. If you received a donation, assign the appropriate Department and Fund for your financial reporting.
  3. Send all the important documents to the adopter, such as the adoption contract, receipt, medical history, etc.

Finalize Adoption Transaction.gif