The adopter has been approved and the perfect dog/cat has been matched up! Now it’s time to get the adoption contract ready, print it out or email it to the adopter; compile the medical records and get them printed and ready; and … NOT WAIT! That’s the old way of doing it! Now with just a click of a button or two, the wizards of the website do all that for you!

From the Dog’s Page

1. From thedog/cat’s page, Select the Current Adopter from the list of your approved applications.
2. A pop-up window will appear asking if you want to send the contract. Click send now and the website wizards will compile the contract and send it winging on its way to the adopter, along with whatever email message you have crafted.

From the Adopter’s Page

1. On the applicant’s Time Line, you will see an Add Dog section where you can select the dog/cat you want to adopt out from the drop-down box of available dog/cats.
2. Once selected, the dog/cat’s profile blurb will appear just to make sure you have the right dog/cat and for future reference. If you scroll down past that just a bit, you will see the Send Contract buttons. If you hit yes, then the email crafted by your admin will appear (you can make any changes you want).
3. Either way you choose, once you click the Adopt Out [Name of Dog/Cat] button, the contract will go winging its way through cyberspace to the adopter!
4. Both the dog/cat’s Time Line and the Adopter’s Time Line will show a contract has processed:

Wow! That took all of about 2 minutes — now sit back and relax while the adopter fills out the contract and sends it back to you! And think of the trees that haven’t been killed with all the paper work! More of them now for Fido to lift his leg on while taking a walk with him.

AFTER THE CONTRACT IS RETURNED:

When the adopter has completed and returned the contract, you will get a notification from Buzz, just like the ones you get for submitted applications.

1. Now, go to the dog/cat’s page, and click on Contract under Internal Information:
2. Under Internal Information it shows contract has been completed. You can download a copy of the contract to review (and print it if you’re going through paper withdrawal.)
3. If the Adopter paid when they filled out the contract, you should have been notified by Buzz a payment was made and the Payment portion will be filled in and the payment noted in the Financial section of the dog/cat’s record.
4. If they are paying later, when the time comes for them to pay, there are three ways to note the payment from the Contract page:
   1. For An Online Payment: Click on the Open Adoption Payment link to go to the Adoption donation page (just like the one they were taken to after submitting the contract) and they can fill it out by computer, tablet or phone PayPal or credit card payment;
   2. Send a Link: You can also send them a link to the payment page by clicking on Send Adoption Payment Page. They will get an email with the link to the Adoption Payment page above.
   3. Cash or Check: If they pay with cash, check or their first born, click the box that says payment was made offline.
5. Any way you do it, the dog/cat’s Record under the Contract tab will show payment was made.
6. So, the adopter has now paid and the dog/cat has left the building! O’ Happy Day! Now it’s time to finalize the contract which will send the dog/cat winging its way to the Happy Tails page!This feature is also very handy in a Foster to Adopt situation. Just don’t finalize the adoption until the “trial period,” is over. (The dog/cat will remain Pending Adoption on the website, the roster, his page and the adopter’s page.)
7. To finalize the adoption, just fill out the adoption date, where the adoption took place from the drop-down menu.
8. You will need to click the Finalize Adoption Now box, and then you have two choices:
   1. The Finalize Adoption Only completes the process and you are done. The website will send a confirmatory email to the adopter which was set up by your admin.
9. The Finalize & Send Certificate allows you to send a different email to the adopter from the one set up by your admin. This is particularly handy if you want to send them further information:The adopter also gets this cute little certificate via email with the dog/cat’s picture and adoption date:
10. Either way, the busy little website wizards have now removed the dog/cat from the active roster and website, moved him to the Happy Tails section, marked him as adopted by the adopter on his page on the Time Line, moved the adopter to the adopted section of the adopter roster, marked him as adopted on the Adopter’s Time Line and all you had to do was click a button!

All is now right with the world – at least for the adopter and the adopted dog/cat! And pat yourself on the back for coming into the 21st Century with everything being done online!

But wait, there’s more – you want to send medical records and behavior records too? Not a problem! That’s the subject of another cheat sheet — Sending Medical Records! Head on over there and see how easy it now is and you can save a few more trees there too for Fido to pee on during his walks!