Add a patron manually

Add a single patron account manually.

Where

Patrons → Add Patron

Required

• First name
• Last name
• Email (used for login and notifications)

Optional

• Phone number
• Address
• Card number (auto-generated if blank)
• Family — pick existing or create new
• Role — default is "Member"; can also be Admin, Librarian, Super_admin

After saving

• Patron is added to your roster
• Email invitation sent (magic link to set password)
• They can sign in immediately

Skipping the invite email

If you're setting up a patron who won't use the system online (e.g., a senior who only checks out at the desk), uncheck "Send invitation". They're in your system for tracking, but no email goes out.

Patron card

A library card with a barcode is auto-generated. Print it from Patrons → Print Cards. The patron uses it at the self-checkout kiosk.

Editing later

Patrons → find them → Edit. You can change any field. Email changes go to the new email immediately.