Welcome to Shelterluv
You're on your way to streamlined workflows and increased donations!
Bookmark this guide to reference as you navigate your Shelterluv onboarding journey and build a great foundation for your team!
Configure your account
Train your team
Go live! (with or without importing data)
Getting Started
Shelterluv is a web-based platform that can be accessed from anywhere, but these devices make it even easier for your team and your customers.
Your new Shelterluv account is pre-configured with default fields that you can customize to meet your needs. We've taken out the guesswork and developed this step-by-step outline to follow: Shelterluv's Configuration Guide
Our comprehensive Help Center is your resource for FAQ's and training. You can access it 24/7 by clicking "Help" in the top navigation bar when logged in to your Shelterluv account.
Important Note:
There are a few things you'll need to configure before you can complete an adoption!
This includes connecting to Shelterpay, our integrated credit card processing system, and adding your own adoption prices!
You can adjust your settings whenever you need to, so don't be afraid to get your feet wet, and tweak as you settle in!
The best part? You're not alone! Shelterluv's Onboarding Managers are standing by to help with any questions that come up along the way. You can reach our team by emailing help@shelterluv.com or click the button below to schedule a Jumpstart meeting.
We're looking forward to supporting you!
Practice Makes Perfect
All new users should watch a pre-recorded demo video (left) to become familiar with Shelterluv.
Our Shelterluv User Training Guide is divided by user roles such as Admissions, Adoptions, and Medical.
In addition to self-guided training, you can schedule meetings with our team to discuss your workflows and ensure you are set up for success!
It can be helpful to practice essential steps, like creating person records and assigning foster animals, managing applications in our Application Manager, or completing a mobile adoption checkout with Shelterpay.
Important Note:
You must delete all practice adoption outcomes before the end of each month, so they are not included in automated billing.
We can wipe your account of all practice animal, people and transaction data before you go "live" (using Shelterluv for real data). If you are importing data, we normally wipe your account on the day of your import. Wiping your practice data will not impact your user permissions or configurations.
Remember these tips and tricks in the search bar to lookup animal or person records quickly.
Creating and managing your users is quick and easy to do in Shelterluv!
Explore our most powerful tool that is guaranteed to simplify your adoption process and increase your donations:
Review the following checklist to make sure you're on track:
Connect to Shelterpay for integrated credit card processing
Enter your preferred payment method for your monthly invoice
Refine your account configurations, don't forget these essentials:
Add veterinarians for recording Rabies vaccines
Assign accounting departments and/or funds (GL codes) to your adoption price groups, non-adoption items, and donations
Connect to a microchip registry
Train your team
Do you know how to search for and create a person record?
Do you know how to add a new animal?
Do you know how to complete an adoption using Shelterpay to send a checkout link to your customer's device?
(Optional) Import your data
Publish your animals:
On your website
To adoption aggregators like Petfinder, Adopt-A-Pet and Chewy
Prepare to earn additional donations!
If you've completed the items above, your team is ready to "go live!"
Remember, you can connect with Shelterluv's Onboarding Managers anytime by emailing help@shelterluv.com. Don't hesitate to reach out to request an account review or use the button below to schedule a call with our team so we can ensure you get the most out of your Shelterluv account and are set up for success to maximize your donations!
Join other Shelterluv users in our customer-only community on Facebook!
If you ever feel stuck or something
isn't working as expected, remember
these tips, including how to contact
our team!