Skip to main content

Add a person or family

Add a new family to Gizzago from the office, or a contact such as a donor who will not borrow.

Who can do this: coordinators and admins. Desk volunteers register families during a session instead (see Register a new family at the desk).

In Gizzago a household is the family that borrows together. It has the address, the member number, the membership and the children. Each adult in it is a person with their own record.

Steps​

  1. Press People in the sidebar, then Add person at the top right.
  2. Under About them, fill in First name, Last name, Email and Phone.
  3. If Gizzago thinks this might be someone already in your library, it shows This might be someone already here with a link to that record. Open it to check. If it really is a different person, tick This is a different person. Add them anyway.
  4. Under Household, fill in Address line 1, Address line 2, Town and Postcode, and choose their Home site.
  5. Under Children, press Add a child for each child and choose a month and year of birth. You can skip this.
  6. Under Membership and consent, choose a Membership plan to start their membership now, or leave it on Decide later.
  7. Tick They are happy to get our newsletter by email only if they said yes.
  8. Press Save.
What you'll see

The new person's record opens. The Household tab shows their household (for example "The Ashworth household"), the next member number and any children with their age band. If you chose a plan, take the money from the Payments tab (see Payments, charges and balances).

Add a donor, volunteer or event guest​

For someone who will not borrow, tick Add without a household on the Add person form. They get a record with their name and contact details only, with no member number or membership.

Add a second adult to a household​

  1. Open a person in the household and go to the Household tab.
  2. Press Add adult.
  3. Fill in First name, Last name and Email.
  4. Under Role in the household, choose Another adult in the household or Someone who collects for them (for example a grandparent who picks up toys).
  5. Press Add adult.

Change the household's details​

On the Household tab, press Edit on the household card. Change the Household name, address or Home site, then press Save. If your library checks proof of address, press Mark proof of address seen once you have seen it.

To change one person's name, email, phone or tags, press More at the top of their record, then Edit details.