How to Add an Adoption Return Intake

Shelterluv makes it easy to process an adoption return intake from your person records. It is important to keep in mind that adoption return intakes can only be completed with a person record and cannot be done with a partner.

All adoption return intakes will start from the person record. To get started, navigate to the person record that the adopted animal is associated with.

What user permissions do I need to process an adoption return intake?

  • Create & edit animal records
  • View, edit & create people records

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

 

Learn your way

Prefer watching over reading? Check out the video below!


Return/Surrender Threshold


You may notice that some adopted animals have the option to be returned, while others can only be surrendered. This is due to your configured return/surrender threshold.

You can configure a threshold for your adopted animals to be considered a return or an owner surrender.

For example, if your shelter's threshold is set at 30 days, this means that within 30 days after the adoption, a return will be considered an "adoption return," but after more than 30 days have passed, the return will be processed as an "owner surrender" instead.

Process the Intake


Once you're on the adopter's record, follow these steps to process the adoption return intake:

  1. Click the green outline-add-circle.svg Add Animal Event button, and then click the intake-outline.svg Adoption Return button.
  2. In the Adoption Returns form, check the box next to each animal that you need to process the return intake on and click the green Continue button.
  3. Complete your configured Adoption Return intake form. If you are intaking more than one animal, you will complete the same form for each animal.

Adoption Return Intake.gif

At this point, the intake is complete. If you have the checkout and contract turned on for your adoption return 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 adoption return contract signing in the video at the beginning of the article.

outline-help.svg
"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 adoption return 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 giving a donation.

If you don't have your adoption return 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 - Shelterpay Checkout Methods