Customers & groups

Tip: Customers are just names you keep. If the person already belongs to your library as a vault member, you don't need to add them here — they appear in the borrower list on their own. Borrower and Read-only accounts don't see this page at all.

The Customers page manages the people who can borrow books, and lets you organize them into groups (for example, by class, grade, or department). This page — along with Loans — only appears once Leasing is turned on in Settings.

Customers tab

Each customer is listed as its own card, showing their name, the group they belong to (or "No group"), and how many books are currently on loan to them.

• Click Add to create a new customer.
• Use the ✏️ icon to edit a customer, or 🗑️ to delete one (with confirmation).
• Click the row's expand arrow to reveal that customer's borrowed books underneath.

Note: If your account is registered as a public institution, the Add/Edit customer dialog warns against entering sensitive personal information — use a student code or ID that only you can identify rather than a full name.

Groups tab

Switch to the Groups tab to manage customer groups. Every customer without a group appears under a built-in No group bucket, so nobody is ever hidden.

For each group you can see its name, description, and total number of customers, and:

• Click Add to create a new group.
• Expand a group to see and manage its members.
• ✏️ edit or 🗑️ delete a group (deleting doesn't delete its customers — they just become unassigned).

Moving customers between groups

Within an expanded group, you can move customers in two ways:

• Drag and drop a customer's row onto another group to move them there instantly.
• Select multiple customers with the checkboxes, choose a target group from the Move to group dropdown, and click Move to relocate them all at once.

You can also remove a single customer from a group with the ✕ icon next to their name, which sends them back to No group.

Lending to a customer

To see or manage what a customer currently has on loan, expand their row in the Customers tab. To assign or return copies, see Lending & returns.