Home
Simple
Simple
Detailed
Welcome to Shelter Pro
Shelter Pro Software
Logging In
The Main Menu
Main Menu - System
Main Menu - Customize
Main Menu - Animal Control
Main Menu - Shelter Management
Main Menu - Animal Identification
Main Menu - Donations
Main Menu - Traps
Main Menu - Accounting
Navigation basics
Title Bars
Event Tabs
Command buttons
File Cabinets
Report Generators
The Person Database
Person Record
Person Record - deceased person
Organization Record
Person Addresses
Invalid addresses
Out of Jurisdiction addresses
Mapping
Geocoding
Person Record - Other Items
Person Record - Event History
Person Record - Animals Owned
Person Record - Accounting
Person Record - Documents
Person Event Links
Linking persons to events
Searching the Person Database
Deep Searching the Person Database
Printing Person Mailing Labels
Printing Person Batch Forms
Exporting Person Data
Printing Person Forms
Person Merge
The Animal Database
Animal Record
Animal Record - Deceased animal
Animal Record - Photos
Animal Record - Notes
Animal Record - History
Animal Record - Medical History
Animal Record - ID History
Animal Record - Documents
Animal Record - Behavioral Assessments
Searching the Animal Database
Deep Searching the Animal Database
Animal Merge
Using Shelter Pro - The Modules
The Animal Control Module
Incident Records
Incident View - Incident Tab
Incident View - Owner History
Incident View - Animals Owned
Incident View - Animal Involved
Incident View - Location History
Incident View - Citation
Incident View - Fees
Incident View - Documents
Incident File Cabinet
Incident Reports
Citation Records
Citation View - Citation Tab
Citation View - Owner History
Citation View - Animals Owned
Citation View - Animal Involved
Citation View - Fees
Citation View - Documents
Citation File Cabinet
Citation Reports
Bite Case Records
Bite Case - Incident View
Bite Case - Bite Tab
Bite Case - Animal Involved
Bite Case - Incident Tab
Bite Case - Case Tab
Bite Case - Documents
Bite Case File Cabinet
Bite Case Reports
The Shelter Management Module
Case Records
Case View - Case Tab
Case View - Linked Animal
Case View - Animal Details
Case View - Kennel Card Notes
Case View - Intake Examples
Case View - Current Status Examples
Case View - Disposition Examples
Case View - Found Location
Case View - Bite Case
Case View - Follow ups
Case View - Case Notes
Case View - Case Medical
Case View - Adding a medical item
Case View - Deleting a medical item
Case View - Diagnostic Test Details
Case View - Medication/Vaccination Details
Case View - Prescription Details
Case View - Service Details
Case View - Lost Reports
Case View - Lost Animal Reports Potential Matches
Case View - Lost Animal Reports Non-matches
Case View - Side By Side result override
Case View - Modifying the owner notification
Case View - Wish Requests
Case View - Fees
Case View - Documents
Case View - Incident
Case View - Citation
Case File Cabinet
Case File Cabinet Example - Specific records
Case File Cabinet Example - Open Cases
Case File Cabinet Example - Specific statuses
Case Reports
Lost Animal Reports
Lost Animal Report
Lost Animal Report - Creating a new lost report
Lost Animal Report - Closing a lost report
Lost Animal Report - Possible Matches
Lost Animal Report - Non Matches
Lost Animal Report - Documents
Lost Reports File Cabinet
Wish List Requests
Wish List Request
Wish List Requests - Documents
Wish List Requests File Cabinet
Bite Case Records
Bite Case - Case View
Bite Case - Bite Tab
Bite Case - Animal Involved
Bite Case - Incident Tab
Bite Case - Case Tab
Bite Case - Documents
Bite Case File Cabinet
Bite Case Reports
The Animal Identification Module
Animal ID - Integration Features
Animal ID - Searching based on an ID
Animal ID - License records
What is needed to have a pet license?
Viewing licenses for an animal
License View - Details
License View - Fees
License View - Documents
License View - Citation
Posting a first time or renewed pet license - Owner first
Posting a first time or renewed pet license - Animal first
License notice printing and citations
Animal ID - Vaccination records
Viewing vaccinations for an animal
Vaccination View - Details
Vaccination View - Fees
Vaccination View - Documents
Vaccination View - Citation
Posting a vaccination record under the animal
Posting a vaccination record using Case Medical
Animal ID - Microchip records
Viewing microchips for an animal
Microchip View - Details
Microchip View - Fees
Microchip View - Documents
Posting a microchip record under the animal
Posting a microchip record using Case Medical
Animal ID - Other IDs/Registrations
Viewing other IDs for an animal
Registration View - Details
Registration View - Fees
Registration View - Documents
Registration View - Citation
Posting a other ID record under the animal
Animal ID - The Unarchive button
Animal ID - File Cabinet
More details on Animal IDs status values
Generating a batch of license renewal notices
Generating a batch of license late notices
Generating a batch of non-compliance notices
Generating a batch of non-compliance citations
Generating a batch of non-compliance citations based on vaccination dates
Animal ID - Reports
The Donations Module
Donation View
Donation - Details
Donation - Fees
Donation - Documents
Donation File Cabinet
Donation Reports
The Traps Module
Trap Issue
Trap - Details
Trap - Fees
Trap - Documents
Trap File Cabinet
Trap Reports
The Accounting Module
Charge View
Charge - Details
Charge - Documents
Charge File Cabinet
Charge Reports
Payment View
Payment - Details
Payment - Documents
Payment File Cabinet
Payment Reports
Deposit View
Deposit - Details
Deposit - Documents
Deposit File Cabinet
Integration Features
Shelter Pro Portal
Data Service
PetFinder
Adopt A Pet
Mapping
Geocoding
Customizing Shelter Pro
Customize - General Information
Customize Organization
Customize General Setup
Customize Animals
Customize Persons
Customize Addresses
Customize Photos/Documents
Customize Forms
Customize Reports
Customize Form Text (Persons and Note Templates)
Customize Email
Customize - Animal Control module
Customize Incidents
Customize Citations
Customize Drop downs (Animal Control)
Customize Form Text (Animal Control)
Customize - Shelter Management module
Customize Intake
Customize Process
Customize Disposition
Customize Drop downs (Shelter Management)
Customize Form Text (Shelter Management)
Customize Web Uploads (PetFinder and Adopt A Pet)
Customize Kiosk
Customize Medical
Customize Partners
Customize - Animal Identification module
Customize ID Options
Customize ID Rules
Customize ID Rules-Licensing anniversary cycles
Customize ID Rules-Licensing calendar year cycles
Customize ID Rules-Lifetime cycles
Customize ID Rules-Vaccination Type Rabies
Customize ID Rules-Vaccination Type non-Rabies
Customize ID Rules-Microchip Types
Customize ID Rules-Other IDs/Registration Types
Customize Form Text (Animal Identification)
Customize Partners
Customize - Donations module
Customize Donations
Customize Form Text (Donations)
Customize - Traps module
Customize Trap Options
Customize Form Text (Traps)
Customize - Accounting Module
Customize Charge Options
Customize Charge Schedule Automation
Customize Payment Options
Customize Deposits
Customize Form Text (Accounting)
Customize - Automation Mode
Customize Basic Setup
Customize Automation Functions
Running Automation Mode - The Scheduled Task
Customize Staff, ACOs, Vets, and Issuers
User Administration
Customize System Options
Customize User Maintenance
Supporting features
My Shelter Pro
My Shelter Pro - Fonts and Animations
My Shelter Pro - Event Colors
My Shelter Pro - Staging Folders
My Shelter Pro - Other Items
Notes and Narratives
Viewing/editing a note
Spelling/Grammar Checking
Note Templates
Photos
Linking Photos - Animals
Linking Photos - Incidents
Photo compression
Forms
Document Imaging
eSignature
Bar coding
PDF Generation
Email
Exporting Data
Mailing Labels
Release manifest
Shelter Pro Portal
Non-transactional model
Transactional model (without online payments)
Transactional model (with online payments)
Customize - Shelter Pro Portal
IMPORTANT - understanding publishing customizations to the site
Customize Page Content (Shelter Pro Portal)
Editing a custom page
Adding a custom page
Customize Form Text (Shelter Pro Portal)
Form Text - Portal Account Setup
Form Text - Portal Reminder
Form Text - Website Logged In Welcome Paragraph
Form Text - Website License Text
Form Text - Website License Proof of Rabies Text
Form Text - Website License Proof of Sterilization Text
Form Text - Website License Proof of Microchip Text
Customize Dropdown Values (Shelter Pro Portal)
Customize Person (Shelter Pro Portal)
Customize Animal (Shelter Pro Portal)
Customize Animal Control (Shelter Pro Portal)
Customize Shelter Management (Shelter Pro Portal)
Customize Animal Identification (Shelter Pro Portal)
Customize Vet Import (Shelter Pro Portal)