If desired for customers, "members" or simply cross department billing, our system provides a number of membership management tools. If you choose, customers/members can log in to the system to get additional information about items in your inventory, check to see their lending history and view receipts for their transactions.
Admins can setup membership levels with associated costs and a default loan period for items (e.g. you can allow different types of members to borrow items for different periods of time by default). A price (or recommended donation), and default length of membership can be assigned to each membership type as well. This allows for having membership levels like:
- Regular: $30/year
- Students: $10 for 6 months
- Professional: $50/3 months
To configure your membership types:
- Click on Settings -> Membership Types
- You can show or edit an existing membership type or
- Click on the "New Membership Type" at the top.
- Fill in the information for that membership type
Members can sign up online, but will be put into a “membership request” state till an admin grants them membership. Usually the membership process includes singing required forms and potentially paying a membership fee. Admins should not change an account to have “full member” status until that user has filled out any requisite paperwork and paid their membership/co-op fees/etc. if necessary.