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5.2. Grouping New Patrons

Last Updated 08/20/2025

Group Multiple New Patrons On Registration

If a family comes in to request library cards, you can group them at the point of registration.

1. Following the instructions for registering a new patron, create an account for the Parent or Guardian who will serve as the group lead.
2. Click Save and Clone.
   
   
3. This will save the parent account and open a new registration form.
4. Register the juvenile account. When you save, the account will automatically link to the parent's account.
5. Continue to click Save and Clone and register new accounts until all the juveniles have been registered and linked with the parent account.

Group an Existing Patron Account with a New Patron Registration

New patron registrations can be grouped with existing patrons.

1. Bring up the record of the existing patron account to be grouped before registering the new patron. 
2. Navigate to the Edit tab in the existing patron account and click the Save & Clone button to bring up a linked registration page.
3. Register the new patron.
4. If adding more than one new patron, continue to click the Save & Clone button until all new patrons are registered.

Group a New Patron from the Group Member Details Page 

1. Click the Other tab in the existing patron account and choose Group Member Details from the dropdown menu.
   
2. Click the selection box for the line with the existing group lead in the grid.
3. Choose Register a New Group Member by Cloning Selected Patron from the Actions menu.
   
4. Register the new patron as normal. When you save, the account will automatically be linked with the existing patron.