Send a patron a notification

One-off email vs templated emails.

Send a one-off email to a patron from the back office.

Where

Patrons → find them → Send Email

What you can send

  • Subject and message (free text)
  • Optional: attach a file (PDF, image)
  • From: your library's sender address (or your personal email if configured)

When to use it vs templates

  • One-off message: "Your hold ready" (already automated, but you can also send manually)
  • Custom note: "Just wanted to let you know we got the book you requested"
  • Reminder: "Please return Y by Friday"

For repeatable messages, use Email Templates (Settings → Email Templates → New).

Bulk send

Patrons → select multiple → Send Email. Same UI but one email to many. Useful for:

  • Announcing a new collection
  • Reminding overdue patrons (en masse)
  • Inviting to a book club

Tracking

Sent emails appear in Settings → Email Log so you can see who got what.

Patron preference

Patrons who have opted out of email notifications (Portal → Notifications → off) will NOT receive bulk emails. One-off messages to a specific patron still go through.

Still stuck? Email hello@tryshelfwise.comand we'll get back within one business day.