Managing Patrons

Managing patrons is a Pro feature. It can be accessed from: Lending > Patrons.

The patrons page is a running list of all your patrons, displayed along with some of that patron’s relevant metadata.

Search for a patron by name, email address, barcode, patron id, or tag.

Add Patron button brings up a form that will allow you to create a new patron.

Edit a patron from this page by clicking on the edit button next to a patron’s name.

Delete by selecting the checkbox next to a patron, and clicking on the delete button.


Holds: Shows the number of active holds a patron has. Clicking on that number will link to the holds page and auto-filter just the items for that patron.

Out (checked out): Shows the number of active checkouts a patron has. Clicking on that number will link to the checkouts page and auto-filter just the items for that patron.

Updated on March 29, 2022
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