Difference between revisions of "Assign an Adopter"

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* The list of adopters will appear. Click the "Assign" button on the right side of the adopter's name.
 
* The list of adopters will appear. Click the "Assign" button on the right side of the adopter's name.
 
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* Click OK when the confirmation window appears.
 
* Click OK when the confirmation window appears.
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* Click the "Animals" tab on top of the main information box.<br>
 
* Click the "Animals" tab on top of the main information box.<br>
 
* Click the "Assign Animal" button. A list of the available animals in your care will appear.<br>
 
* Click the "Assign Animal" button. A list of the available animals in your care will appear.<br>
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* Click the "Adopt" button at the right side of the animal's row. A confirmation popup will appear to ensure the correct animal is assigned to the right adopter.<br>
 
* Click the "Adopt" button at the right side of the animal's row. A confirmation popup will appear to ensure the correct animal is assigned to the right adopter.<br>
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=== you are done! ===
 
=== you are done! ===
 
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===BARRK is always evolving and welcomes your input!===
 
 
If you see something that we can improve upon, please [http://www.barrk.ca/contact '''CONTACT US'''].We love it when our customers assist in making BARRK even better!
 
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Latest revision as of 17:49, 9 July 2016

Congratulations! One of your rescue or shelter animals has found its forever home! Assigning an adopter to the animal is easy with BARRK!


Tips icon.gif Assigning an adopter to an animal is easier if you have the adopter information in place first. (To create an adopter, please CLICK HERE.)
If a "volunteer" is adopting, edit the person's information by CLICKING HERE, to add "adopter" to their record.


There are two (2) methods to assign an adopter to an animal:


METHOD 1


ANIMAL CATEOGRY

  • From the list of animals in care, select the "Edit" icon Edit.png on the right side of the animal's row.
  • Check the "Subsidized" box if a discount was offered for the adoption of this animal.
  • In the Status section, remove the check mark from "Available" and add a check mark to "Adopted." A screen will appear asking for the Adoption date (click date on calendar).
  • Under the date, an option to indicate if the Adoption Fee has been paid. Leave this unchecked if fees have NOT been paid.
  • Trial Adoption: click this if your rescue or shelter offers a trial adoption where the animal can return to care if the animal is not a match.
  • Click “Save.”


Adopterone.jpeg

  • The list of adopters will appear. Click the "Assign" button on the right side of the adopter's name.


Adopteroneb.jpeg

  • Click OK when the confirmation window appears.

you are done!




METHOD 2


PEOPLE CATEGORY

Tips icon.gif Assigning an adopter to an animal is easier if you have the adopter information in place first. (To create an adopter, please CLICK HERE.)
If a "volunteer" is adopting, edit the person's information by CLICKING HERE, to add "adopter" to their record.


  • From the list of people in your organization, click on the person's name.


Adoptertwo.jpeg

  • Click the "Animals" tab on top of the main information box.
  • Click the "Assign Animal" button. A list of the available animals in your care will appear.

Adopterthree.jpeg

  • Click the "Adopt" button at the right side of the animal's row. A confirmation popup will appear to ensure the correct animal is assigned to the right adopter.
  • Click OK.

you are done!




Guidelines to perform the main functions in the ANIMALS category