Like many businesses, our libraries offer patrons the choice of a paper or an emailed receipt. But what about a patron who doesn’t have an email address in her library account? Is it possible to add the email address during checkout when it’s most convenient? Yes, it is! With a Supervisor login, Workflows clients can be set up so that if a patron doesn’t have an email in her record, one of two prompts are available. There is one option to add a one-time-only email address for that checkout, and another option to open Modify Patron and add the email address on the spot. If the patron also wants to get email notifications for holds and overdues, you can also change the NOTIFY VIA field on the Extended Info tab. In either case, as soon as the email is added, the receipt is sent. Watch these videos to see it in action, talk to your staff about if it will work for your library, and try it out!

Open Modify Patron Prompt to Add the Patron’s Email

Add an Email Address For Only This Receipt