Getting Started
Everything you need to know to get started with the myTurn Platform
Basics
- Overview
- Date, Currency, and Number Formats
- Item Types vs Categories
- Logging In
- Browsing and Searching Inventory
- Reserving items
Settings
- Email Settings & Email Confirmation Options
- Closed Days & Holidays
- Organization Settings
- Understanding and Configuring Categories & Subcategories
- Edit Fee Types
- Edit Taxes
Inventory
- Grouping Copies of The Same Items / Multiple Copies
- Changing / Editing Multiple Inventory Items
- Adding, Editing, and Deleting Inventory Items
- Copying Items
- Setting "Default Values" for Inventory Items
- Item Statuses (e.g. On Site Use Only, Sold, For Sale, etc.)
Tracking Maintenance & Repairs
- Maintenance & Repair Overview
- Maintenance Plans & Reports
- Requiring Maintenance on Check In
- Scheduled / Recurring Maintenance
- Reporting Issues, Problems, or Damaged Items
- Performing and Recording Maintenance
Users
- User Agreements
- Viewing and Editing User Information
- Barcodes or RFID for User IDs
- Adding a New User
- Self Sign-up / Account "requests" / User Approval Process
- Creating Additional Admin Users
Memberships / Subscriptions
Rentals / Loans
- Loan / Rental Configuration
- Bulk Renew / Extend Loans
- Loan Length by Membership Type
- Overriding Due Dates for All Items During Check Out
- Accrue Unpaid Fees On Account
- Self-Renewal of Loans
Reservations / Bookings
- Fulfillment Methods (Shipping & Delivery)
- Enabling & Configuring Reservations
- Reservation Time Slots & Appointments
- Managing Reservations and Building Orders
- Creating Reservation for a User
- Editing a Reservation