Knowledgebase:
WebCheckout - Patron Portal User Guide
Posted by Todd Kent on 30 May 2017 04:45 PM

webcheckout Patron Portal User Guide

The Patron Portal provides a simple interface for Patrons to create and manage Reservations for loan equipment and/or event support.

Login

To access the Patron Portal, a WebCheckout Patron record must be active and have been granted access to use the Patron Portal.

Enter User-ID and Password and click Login.

Choose Checkout Center

Log into Dashboard with access to a single Checkout Center. With access to multiple Checkout Centers, select Checkout Center.

Patron Dashboard

Dashboard includes 10 most current Checkouts; 10 most current future Reservations; and a menu to create New Reservation, *Report a Problem, and *Email Calendar link.


*Options are only available with related Modules.

Create New Reservation

  1. Select menu icon on the top right or + right of the Future Reservation section to open the New Reservation screen.
  2. Set the Reservation Start and End Times.
  3. Set Pickup Option when multiple options are available.
    • When Set is selected, Delivery Location must be specified.
  4. Under Browse Resources, select the Resource Type. Resources will appear in the Select a Resource section.
    • To search for a Resource, type in Resource or Resource Type name in the field box. Only like matches will appear in the list.
  5. Add Resource by individual Resource or Reserve One of This Type. Selection method may vary.
    • Individual Resource: Click to add specific Resource.
    • Reserve One of This Type: Button will add any Resource of the selected Resource Type. Requires Reservation by Resource Type Module.
    • Shopping cart will reflect count of added items.
    • Add multiple Resources by clicking the Shopping Cart and selecting amount. To enter in amount, select 10+ and then type in amount.
  6. If applicable:
    • Add Notes to the Reservation. Icon will update when notes are added.
    • Schedule repeat Reservations on a particular date or day of week within a timeframe. Option may not be available.
  7. Click .
    • If Confirm option is not available, error icon appears . Click icon to view errors. Errors must be corrected to confirm Reservation.
    • Patrons must abide by all Policies; cannot have a Hold; cannot have an Overdue Invoice; must have Signature on File (when required); and cannot possess Late Resources at any Checkout Center. If any of these conditions are not met, the Reservation cannot be confirmed.

Once Patron Portal Reservation has been made, the Dashboard will include this Reservation along with its repeat Reservations (when applicable).

Edit Reservation

Reservations can be edited from the Dashboard. Approved Reservations can only be canceled.

To edit Reservation, go to the Dashboard. When in the New Reservation screen, click Cancel or the X at the top right to return to the Dashboard.

Click on the Reservation to prompt the View Reservation window. Select Edit Reservation to open Reservation.

Make changes to the Reservation.

  • Change Start and/or End Times.
  • Add Resources.
  • To remove Resource, click on Shopping Cart.
  • Click Confirm to save edits.

Cancel Reservation

Once a Reservation has been Approved, Edit Reservation is not available. Cancel Reservation is only option.

To cancel Reservation, go to the Dashboard. When in the New Reservation screen, click Cancel or the X at the top right to return to the Dashboard.

Click on the Reservation to and select Cancel Reservation. Select Yes to affirm cancelation.

Confirmation of cancelation will appear and Reservation is no longer listed in the Dashboard.

Email Calendar

Select Email Calendar in the menu to access unique ICS Feed URL for viewing Checkouts and future Reservations in an iCalendar. Copy the Calendar URL and add to their iCalendar of choice. Requires the Messaging Module.

(0 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments: