Shelterpay is built to make your checkout process easy, efficient, and paperless. Shelterpay's donation boost has generated more than $28+ million in donations directly to organizations like yours!

This article will walk you through how to utilize Shelterpay for more than just your adoptions so you can take advantage of all that it has to offer!

Before you begin processing transactions with Shelterpay, it's crucial to have all transaction-related configurations set up in advance. Below, you'll find links to the items that must be configured before using Shelterpay. However, we recommend that you go through all of your transaction configurations before proceeding.

Shelterpay Checkout Delivery Methods

Shelterluv has designed multiple ways to send a Shelterpay checkout to your customer in order to fit your team's existing workflows. Multiple delivery methods make it easy to meet the way your team currently works and also give your customers different options if they have a preference.

Before you start processing Shelterpay transactions, it is important to familiarize yourself with each delivery method that Shelterpay has to offer, so you can pick the right one for each customer.

• Text

  This is the default and most commonly used checkout method. Use this option to text the checkout link to your customer's smartphone. They will receive an automated text and can click a link to complete the checkout almost immediately.

  

• Scan QR Code

  This option will generate a QR code on your computer that you or the customer can scan with a tablet or smartphone. Once scanned, you can hand the device to the customer to complete the transaction, or if the customer scans it, they can complete it directly on their device.

  

•   Send to Linked Device

  The Send to linked device option will open a new window allowing you to send the checkout link to one of your linked devices. For a detailed walkthrough of how to set up a linked device, please read How to Set Up, Edit, or Delete a Linked Shelterpay Device.

  

•  Use This Device

  This option will open the Shelterpay checkout directly on your device. This is a great choice if you are already utilizing a mobile device, such as a tablet, that you do not mind handing off to your customer.

  

•  Email

  Similar to the text method, this option will email the checkout link to the customer's inbox. They can then click the link in the automated email to complete the checkout on their device.

  

•  Copy Link

  Use this checkout method to copy the checkout link to your clipboard. You can paste this in an email or text that you might want to send manually.

  

Start From the Person Record

All transactions will start from a person record. If the transaction should be associated with an intake or outcome, you will want to start by processing that event, and then you will be immediately taken to your cart, where you can add additional items, such as an owner surrender fee.

If the transaction isn't associated with an intake or outcome, click the person record's Transactions tab followed by the green Add Transaction button.

At this point, whether you've processed an intake or outcome, or gone through the person's Transactions tab, you will be in your Shopping Cart Manager.

In the Cart Management section, use the Add Item button to add any of your configured non-adoption items, or use the Add Animal button to add an adoptable animal to your cart, and process an adoption outcome.

Note
This article will not walk through the adoption process. Please read this article for a complete step-by-step guide on processing adoptions - How to Process an Adoption Outcome

Send Link and Complete Checkout

Once your cart has all the needed items in it, the appropriate cash drawer is selected, and you've chosen the appropriate Shelterpay method, click the green button at the bottom of the Shopping Cart Manager to send the checkout to the customer.

In this example, we're texting the link, but your button will reflect whichever Shelterpay option you choose.

You can see a complete live walkthrough of the customer's checkout experience in the video at the top of this article.

Finalize Transaction in Shelterluv

Once the customer completes the checkout on their end, you will see the transaction in your Shopping Cart Manager update to Pending Completion.

To complete the transaction, follow these steps:

1. Click the Complete Transaction button.
2. [Optional] If you received a donation, assign the appropriate department and fund for your financial reporting.
3. Email or print any important documents for the customer, like the receipt or contract.