Transfer a patron

Typically, you transfer a patron when they are moving to another site.

Example: A patron is moving from one side of town to another might change elementary schools.

To transfer a patron:

Important: To transfer a patron, you must be a district-level user with access to manage patrons.

  1. Log in as a district-level user.
  2. Select Patrons > Search.
  3. Search for the patron.
  4. Do one of the following, depending on your search results:
    • If there was only one match, the Patron Details page opens automatically. From the Actions menu on the left, click Edit.
    • If there was more than one match, next to the patron you want to transfer, click Edit icon..
  5. In the Site Information section, click Transfer Patrons.
    Edit Patron page with Transfer Patrons highlighted.
  6. In the Transfer to drop-down, select a location.
  7. Make any other changes required in the Site Information section, and then click Save. The Edit Patron page appears.
  8. Make any necessary changes, and then click Save.