Training Webinar Recordings

PetPoint Training Webinar Recordings for various topics can be accessed by clicking the links below.  To access a schedule of live webinars please click here.


Session Recording

Session Topic




Survey Says? Improve Your Person Records with Survey

Does your organization use questionnaires for potential new fosters, pet parents, or even volunteers? Do you currently have stacks of folders and binders to keep track of and fumble through to find this information? Let our expert trainers show you how to use Surveys in PetPoint! With proper set-up and use, your organization can store the questions and answers right in PetPoint and help save time, space, and paper. Then pull reports from the Reports Website to quickly access specific questions and answers! Join us for an informative session on implementing Survey! 


“PetPointments” (PetPoint Appointments) – An Introduction to PetPoint’s Basic Scheduling Module

Are you keeping track of your organization’s various appointments outside of PetPoint? Did you know that PetPoint actually has a scheduling module available complete with a visual calendar? Many organizations use this calendar to keep track of their appointments such as foster check-Ins, services they offer to the public (Dog Training Classes, Boarding, Grooming, Clinic Services, etc), and even Intakes and Outcomes! Join us for this webinar as we explore the setup and capabilities of PetPoint’s Basic Scheduling Module.


Module:  Schedule


Advanced Builders:  Formulas

In this class we’ll take an in depth look at formulas. Beginning with an overview of the functions available, we will spend the session writing formulas to alter the display of your information, insert specific dates, reference other cells, and count data.


Topic: Builders



Request & Dedication Hour: Making a Purrfect Match with PetPoint’s Pet Request Module

Wouldn’t it be great to have a potential forever home lined up for an animal as soon as it arrives at your organization? Let PetPoint’s Pet Request module help you with that! If a potential adopter has a specific breed or animal size they are looking for, but you don’t currently have available at your organization, fill out a Pet Request for them. Then, when that potentially perfect animal arrives, do a quick search to identify the person who has been waiting to give them their forever home! Pet Request is also useful in matching animals with your breed specific rescue partners or those who take on special needs animals. Pet Request can optionally be used to generate revenue for your organization by collecting a Pet Request fee or deposit from people who utilize this great service. Please join our upcoming webinar to learn more about the many benefits, options, and best practices of Pet Request! PLUS, as a BONUS we will also examine’s Petmatch capabilities, which focuses matching more on the “pawsonality” traits of person and pet (via the Animal profile tab). Join us as we explore these two marvelous match-making tools available to all PetPoint users!


Module:  Pet Request

The Fundamentals of Equipment Rental!

Are you tired of losing time and money trying to keep track of your rented equipment? Does your organization lend out equipment necessary for your fostering program? Get rid of those dusty binders and sticky notes and start tracking your traps, crates and carriers in PetPoint! Let our trainers show you how to use the Equipment Rental module and save time doing so! Whether you charge a fee for your rentals or simply want to keep track of where your goods are going, look no further than Equipment Rental!


Module:  Equipment Rental


License and Registration Please: Investigating Licensing in PetPoint

Whether you are a license issuer or reseller, this course is for you! In this introductory course we will discover the various needs for set-up and use of basic licensing. We will look at the different features when searching for and updating existing licenses as well as what reports we can utilize. We will also look at the License Queue and Renewal Notices and how these features can save you time with your reminders. Use this module to help your new and existing pet parents stay up-to-date on their required pet licenses.


Module: Licensing


Vouchers, and Waivers, and Gift Cards, Oh My!

If I only had . . . a place to record animal Waivers . . . issue and track Vouchers . . . . sell and redeem Gift Cards . . . Well, there’s no place like PetPoint!

Did you know there is a place on the Animal record where you can track Waivers given to the animal due to illness, age, or other reasons you might allow Waivers for things usually required (such as vaccines or S/N surgery)?

Did you know you can also track, on that same tab, if the animal was provided with a Voucher which can be used at a later time at your shelter or at an outside Veterinarian clinic? Vouchers can be setup for a variety things including vaccinations, checkups, or S/N Surgeries. They can be setup as no-cost, a standard price, or however it would work best for your organization.

In addition, Gift Cards can be setup in a very similar way as Vouchers – they can be “sold” (added) on a receipt and then later used as payment for medical procedures, adoptions, retail items, etc.

Waivers, Vouchers, and Gift Cards can all be generated and printed directly out of PetPoint. If any of this functionality sounds intriguing to you, please join us for this training session where we will go over the various capabilities, setup, and reporting options that ‘The Great and Powerful PetPoint’ has to offer!


Retail Inventory Therapy: Let’s get in touch with PetPoint’s inner Retail Inventory Module

Did you know you can use PetPoint to track your retail inventory items such as pet bowls, leashes, collars, tee shirts, or anything else you might sell? As these items are sold (added to a receipt), they are automatically deducted from your inventory, making it easy to track when you’re running low and it’s time to reorder. After placing an order with your vendor, the order can be entered in PetPoint and then marked as received, thereby automatically increasing the count of your retail inventory items. Please join us for this session as we explore the benefits, setup, usage, and reporting capabilities of PetPoint’s Retail Inventory Module.


Modules Covered: Inventory


A First Glance at Finance

Are you interested in learning more about PetPoint’s many Finance options? Then this class for you! In this introductory class, we’ll discuss the various setup options available to customize your receipt items and dropdowns so you can be sure you are collecting the data you want while making the receipt creation process as smooth as possible for your staff. Do you charge different adoption fees based on animal type and/or age? Then let PetPoint auto populate the correct price for you – we’ll show you how. Let’s review your options for creating, refunding, voiding, and backdating receipts including what user access is needed for each. Are you ready to explore the Cash Drawer Closing process and the various financial reports available to you? If so, please join us for this for this session which is designed for new users of PetPoint or anyone needing a little Finance refresher.


Modules Covered: Finance


Stir things up with Follow-up!

Do you feel like you are spending entirely too much time individually updating records? Or do you have a sneaking suspicion that your database has incomplete records, but you are not sure how to go about fixing the issue? Get some tips and learn all about the Follow-up feature to quickly and efficiently complete multiple to-do’s and save yourself loads of time!


Modules Covered: Follow Up



Our Favorite Reports aka everything you ever wanted to know about reports (but were afraid to ask!)

Join us as we demonstrate the reports we feel are the most useful for day to day shelter operations. We will also be showcasing our favorite reports and why we believe they should be your favorites too. Feel free to come with any current reporting questions you may have and our experts will answer it for you live.


Modules Covered: Reports Website


Mobile Inventory

This course is opened to Advanced Productivity users only.

With Mobile Inventory, you may access your PetPoint information through smartphones and tablets in a streamlined and functional way to complete tasks while on the go, such as updating animals, inventory, and to-do lists.

Optionally, Shelter Walk can be used to create an order that is meaningful to individuals who follow a path specific to their role (for example, the vet tech visiting all animals for a brief check, or the exotic animal specialist doing a wellness check on the exotic animals only).


Modules Covered:  Mobile Inventory





Time for a Tune-up! 5 Best Tips for Managing your Items

Are your item lists long, messy and full of obsolete items? How difficult is it for your medical staff, intake staff and adoption staff to find the items they are entering? Join our expert trainers and examine your current PetPoint item setup. We will look at keeping your items clean, up-to-date, and accurate with the 5 best tips to managing your items! You’ll save time, prevent duplicates, and much more!


Modules Covered:  Setup – Add/Edit Item


Who’s a good dog?! Showcasing your Animals’ Good Behavior (and Precious Purr-sonalities!)

Capture your animals’ best side! Learn how to input behavior information valued by adopters to help find the best furrever fit for your critters. We will look at how to set up, use and maintain behavior information, along with reporting options! Register now, space is limited!


Modules Covered:  Behavior


Everything Edit in PetPoint! PetPoint Experts Share Their Tricks and Treats!

Join us in our Spook-tacular celebration of everything Edit!

PetPoint Experts; Meg Earsley, Lauren Jackman, Kayla Ticen, and Lia Zilavetz; are joining their magical forces to share all of their tips and tricks to speed up and get the cobwebs out of your data entry. We will focus on Animal, Person, Agency, and Ownership areas that commonly stop users in their tracks; showcasing all the ways that they can be made easier. Don’t miss out on this howlingly good time!


4 Things an Admin Should do Every Week to Keep Your Data Clean

Have you ever heard the saying, “trash in/trash out?” When it comes to your data, accurate reports are crucial. To achieve this, your data must be “clean,” meaning no incomplete, duplicate, or unattached records. Join us for this session as we will focus on the 4 things an Administrator should review each week can save you hours of headache later on. We’ll help you quickly find bad data and then fix it! Finally, we will discuss best practices and ideas to help reduce the number of corrections needed through communication and follow-up processes.


Increase Productivity with Care Activity!

Let PetPoint help you track ALL of your organization’s programs! Do your animals have activities outside of intakes and outcomes? Are binders and spreadsheets tracking this information for you? Learn how PetPoint Care Activity functionality can help you track, analyze and showcase your programs and the impact they have on your animals and your community!


Modules Covered:  Care Activity


Basic Builder II: Custom Kennel Cards

Create a custom kennel card that highlights the animals in your care. What do you need to consider when incorporating photos? How do you format cells to create the perfect card? We’ll answer these questions and introduce you to some fun formulas to get the look, feel, and information you want!


Modules Covered:  Kennel Card Builders




Advanced Builders: Filters

This advanced class is all about filters! We will explore standard filters, as well as setting a minimum or maximum filter for your data. We will also discuss conditional formatting, cell suppression, and when to use each. Join us to learn how to build effective and efficient filters that pull out the results you need.


Modules Covered:  Report, Document, and Kennel Card Builders





Breed-Be-Gone: Using PetPoint to Become Breed Label Free

Many animal welfare organizations are successfully removing breed labels from the adoption process. In this session, we will explore how PetPoint can help you achieve this milestone through custom kennel cards, contracts and adoption listings. These advanced features, part of PetPoint Enterprise and Standard Webservices, will provide the tools you need to take breed out of the adoption process.





Reunited and it Feels so Good: Utilizing PetPoint's Lost and Found Capabilities Part 1

Do you have a big binder of animals who have been reported lost or found or a bulletin board full of their photos? Wouldn’t it be great if there was a better way to get the word out about these animals? With PetPoint there is! Please join us as we discuss the capabilities and benefits of utilizing PetPoint’s Lost and Found Module. This session is sure to help automate and streamline your Lost/Found Program.

Part 1: Discover the possibilities as we explore the various Lost/Found touch points: in your organization, with other area organizations, online lost/found listings available on your website and community flyers. We will also discuss best practices for creating Lost/Found reports as well as how to successfully search the report database and reunite animals with their families even faster.


Modules Covered:  Lost and Found





Basic Builders III: Designer Documents

Did you know that select PetPoint Contracts can be replaced by custom contracts you design in the Builders module? In this class, we’ll modify an existing document from the Shared Samples folder, and then publish that contract in PetPoint for your users to access. By exploring formats and filters for these contracts, we will practice creating and activating documents for use in your daily operations.


Modules Covered:  Document Builder





Advanced Builders: Templates

Do you have forms you need to complete with information from your database? In our Templates Class, we will explore how to insert information into a preexisting PDF format and review troubleshooting tips and tricks for working with templates.


Modules Covered:  Report, Document, and Kennel Card Builders





Hightail it Home: Save up to 75% of data entry time using the PetPoint Transfer Network!

Strengthen your network in this session where we develop skills to apply to both your physical and virtual networks! Both source and destination transfer partners will benefit by learning how to use the PetPoint Transfer Network tools within PetPoint. Source shelters will learn how to find organizations they can partner with to help place animals and Destination shelters will be able to find animals that match what their adopters are looking for in their area. Learn how to successfully coordinate and complete PetPoint Transfers, which promises to reduce your entry time of transfers by up to 75%.


Modules Covered:  PetPoint Transfer Network (PPTN)





Advanced Scheduling (Advanced Productivity)

This course is opened to Advanced Productivity users only.
Advanced Scheduling is part of the add-on Advanced Productivity module and gives shelters the ability to schedule appointments not only with animal and people but agencies as well. In addition, Advanced Scheduling provides more robust schedule rules. Appointments can be assigned to a specific default employee (instead of an assigned Association). It provides the ability to set calendar rules by appointment subtype and provide each subtype a default calendar color. In addition, you have the ability to set up Appointment Activities such as follow-up phone calls. Finally, it provides the ability to create up to 3 automatic e-mail reminder templates for each appointment subtype, a great way to automatically remind folks of their upcoming appointment with your organization. In addition, Enterprise Advanced Scheduling users may use Appointment Activity Statuses. Plus they have special capabilities for scheduling Intakes/Outcomes.


Modules Covered:  Scheduling





Reunited and it Feels so Good: Utilizing PetPoint's Lost and Found Capabilities Part 2

Do you have a big binder of animals who have been reported lost or found or a bulletin board full of their photos? Wouldn’t it be great if there was a better way to get the word out about these animals? With PetPoint there is! Please join us as we discuss the capabilities and benefits of utilizing PetPoint’s Lost and Found Module. This session is sure to help automate and streamline your Lost/Found Program.

Part 2: During this session we will dive deeper into customizing Lost/Found options for your organization including lost/found report expiration, defining stray intake subtypes, and the advanced configuration available when displaying your lost/found reports online.


Modules Covered:  Lost and Found





Basic Builder IV: Crazy for Crosstab Reports

Sometimes all you need are the numbers! Crosstab reports are just the ticket. Create a custom crosstab report that includes only the information you want. In this course we’ll learn how to create a crosstab report, and then spend some time in the Builder scheduler to show how to schedule your report for immediate, or routine e-mail.


Modules Covered:  Report Builder





File Storage and eSignature Capture (Advanced Productivity)

This Course is opened to Advanced Productivity Users Only.
File Storage allows for the upload of documents, files, and images to your PetPoint database. You may later access and download these files. File Storage is currently available on the following pages/modules in PetPoint: Edit Animal, Edit Person, Edit Agency, Intake, Outcome, Medical, Licensing, Online Licensing.
eSignature allows PetPoint organizations to harness eSignature capabilities to capture a person’s signature on an Intake/Outcome/Medical contract (Note: does not apply to Custom Contracts created in Builders), e-mail a copy of the signed contract to the person, and store a copy of the signed contract on the Intake/Outcome/Medical record.


Modules Covered:  File Storage & eSignature Capture





Keep on Truckin! Give your PetPoint Transfer Network a Tune Up

You’ve strengthened your network and reduced your data entry time for transfers, now’s the time to slow it down and make sure your PPTN functionality is up to date and accurate. In this session we will discuss administrative best practices to help reduce bad data, prevent mistakes and help things flow more smoothly for your users. This PPTN tune-up, when performed regularly, will keep your transfers truckin'!


Modules Covered:  PetPoint Transfer Network (PPTN)





Gift Adoptions: PetPoint Setup and Reporting to Assist in Understanding Your Success

When offering gift adoptions to the public this holiday season, making a few careful setup changes and additions can help you track, monitor and analyze your Gift of Adoption program. In this session, we will discuss special outcome subtypes, contracts and gift certificate opportunities available in PetPoint. We will then review the reporting that can be used to understand the impact and success of your Gift Adoption program.





Advanced Builders: Chained Creations

This Course is opened to Advanced Productivity Users Only.
In our final class, we will focus on creating a chained kennel card. The Builder chaining functionality involves selecting pre-existing builder creations, and compiling them together into one output. This is a great way to combine those two reports, documents, or kennel cards you always wished could be one! Creating two generic kennel cards, we will chain them together, and look at managing the output data.


Modules Covered:  Report Builder








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Last updated February 2017