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Patrons & Families
Add members, group families, and manage standing.
Add a patron manually
Every field explained.
Bulk import patrons from CSV
Column names, required vs optional, and common errors.
Families: grouping patrons
When to use families and how parents see kids' loans.
Child patrons
Tagging by age and parent-approval workflows.
Print and design patron cards
Bulk print sheet and single-card reprint.
Patron self-signup
Whether to allow it and how the on-tenant flow works.
Patron scoring (A-F)
How the grade is computed and what each grade means.
Block or auto-block a patron
When the F grade auto-blocks and how to override manually.
Edit a patron
What's reversible and what to do when an email changes.
Deactivate vs delete a patron
Preserving history vs full removal.
Patron loan history
Where to find it, how to export, and individual loan detail.
Send a patron a notification
One-off email vs templated emails.