Update 03_tools.rst

diff --git a/en/source/03_tools.rst b/en/source/03_tools.rst
index d373f86..f5cb347 100644 (file)
--- a/en/source/03_tools.rst
+++ b/en/source/03_tools.rst
@@ -54,6 +54,73 @@ Once you have all of the patrons you would like to add you can click the
 
 |image250|
 
+.. _Patron-clubs-label:
+
+Patron clubs
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+-  *Get there:* More > Tools > Patrons and Circulation > Patron clubs
+
+Patron clubs create clubs which patrons may be enrolled in. It is
+useful for tracking summer reading programs, book clubs and other such clubs.
+
+    **Important**
+    Staff will need permission to edit clubs, templates and enroll patrons. Go 
+    to your staff members account tab and click on the More drop down menu.
+    Select Set Permissions and make sure patron clubs have checkmarks next to 
+    each of the functions you want your staff to have. Remember if your staff 
+    is a superlibrarian, they will have the permission.
+    
+Creating a new club template
+Here you can add fields that can be filled out at the time a new club is 
+created based on the template, or a new enrollment is created for a given club 
+based on the template. Click on the New Club template button
+
+Name is required. This could be something like Adult Book Club, Children’s 
+Book Club or Summer Reading Program. Remember these templates will be starting 
+point for each club you create.
+
+Description can be any additional information
+
+Allow Public Enrollment: if this box is checked it will allow patrons to enroll 
+in a club based on this template from the OPAC
+
+Require valid email address: if this box is checked only patrons with a patrons 
+with a valid email address can enroll. So they will need a email address 
+to enroll.
+
+The library drop down gives you the flexibility to enroll patrons from specific 
+branches. If you let it set to blank, all branches will be able to enroll.
+
+Club Fields: these fields will be used when creating a club based on this 
+template you can connect authorized values here
+Enrollment Fields: you can add any additional fields you want to have filled 
+out by your patrons like you can connect authorized values here.
+
+Creating a new club based on a template
+Here you can add information about a new club using a template you created.
+Click on the New Club dropdown menu and select the template you want to use.
+
+Name is required, this will be the name of the specific club using the 
+template you created. For example, if I used my Kids Club template, I can 
+create Kids Club 2017
+
+Description – any additional information
+
+Start  and End date will depict when this club runs, the entire duration 
+of the club. Once the club expires, it will be removed from the OPAC for users 
+to enroll if that option is selected.
+
+The library drop down gives you the flexibility to enroll patrons from specific 
+branches. If you let it set to blank, all branches will be able to enroll.
+
+Enrolling a patron in a club
+    pull up a patron account
+    click on the checkout tab on the left hand side
+    click on the tab for club
+    add the patron to the selected club by selecting the enroll button
+    you can also cancel enrollment by clicking on the cancel enrollment
+
 .. _comments-label:
 
 Comments