Loan and hold notification emails

A full list of every email Shelfwise sends, when it fires, and who receives it.

To patrons

• New account: invitation magic link
• Hold placed (confirmation)
• Hold ready for pickup
• Hold expiring soon
• Hold expired
• Loan checked out (confirmation, if configured)
• Loan due in 3/1 days, day of, 3/7/14 days overdue
• Loan renewed
• Loan returned (if configured)
• Lost book notification

To admins/librarians

• New patron signup
• Patron account flagged (F grade)
• New patron request (book suggestion)
• Trial ending tomorrow / Trial ended
• Subscription payment failed
• Subscription cancelled by patron

Email configuration

Settings → Email Templates:

• Edit the template content
• Variable substitution (patron name, book title, due date)
• Test by sending to yourself
• Toggle individual emails on/off

Sender domain

Default: hello@tryshelfwise.com. Custom domain: set up your own (see "Email deliverability").

Bounce handling

If an email bounces, the patron is flagged in the system. The librarian sees a "Email bouncing" indicator next to their name in the patron list.

Patron opt-out

Patrons can opt out of any notification from Portal → Notifications. They'll see a list of every email type with on/off toggles.

Email log

Settings → Email Log shows every email sent in the last 30 days with status (sent, opened, clicked, bounced). Useful for verifying that an email went out.