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