Setting Up Patron’s Accounts

In this document we walk you through a step-by-step process on how to set up patrons and member options. There are many options on the Individual Information screen in addition to the customer’s name, address, and contact information.  If, at any time, you find yourself in need of additional support, please contact our Technical Consultants.

This Document will go over:

• Adding New Patrons

• Editing Patrons Accounts

  • General Tab

  • Other Tab

  • Check In/ Check Out

• Accounts on Hold

• User Defined Fields