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Register a new family at the desk

Sign up a family who walked in, in under two minutes, and lend to them straight away.

Who can do this: desk volunteers, coordinators and admins, with the desk open.

Families can also join on their own phone from your website, which saves desk time: see How members join. Use this when they would rather you did it.

Steps​

  1. Type the person's name in the scan bar and press Enter, to check they are not already a member.
  2. If the desk says nobody matches, press Register new member. A short form opens on the right with the name filled in.
  3. Fill in:
    • First name and Last name;
    • Postcode ("To check you live in the area we serve") and the house name or number;
    • Email if they have one ("For receipts and reminders") and Phone if they like;
    • their children, if they want to give them: birth month and year only, never a full date of birth or a surname. They can skip this;
    • Happy to get our news by email, only if they say yes;
    • I have seen proof of address, if your library asks for it and you have seen it;
    • the Membership plan they are joining on.
  4. Press Register and continue.
What you'll see

The new member is loaded in the header, ready to borrow, with a member number. If their plan has a fee, a Renew membership line is on the visit so they pay for it with their first toys.

Good to know​

  • Only ask what you need. Everything apart from the name and postcode can be filled in later, by you or by the member from their own account.
  • Duplicates. If you think they may already be on the system under another spelling, search again before you register. If a duplicate does slip through, a coordinator can merge them.
  • Signing in later. A family registered at the desk can still use the website: they choose Sign in with the same email and press Email me a link.