This guide explains how to:

  • Add Terms & Conditions to your Patron Registration form

  • Preview and embed the registration widget on your website

  • Edit the confirmation emails sent to patrons after registration


*At this time, only Customer Admins have permission to edit Terms & Conditions

Step 1: Configure Terms & Conditions

To add or update the agreements displayed on the registration form:

  1. Navigate to Patron Registration → Manage Settings → Terms & Conditions.

  2. Enter the applicable information in the following fields:

    • Terms & Conditions

    • Email Agreement (optional)

    • SMS Agreement (optional)

  3. Click Save.

These agreements will appear on the registration form and must be accepted by patrons before they can submit their registration.


Step 2: Preview the Registration Widget

Before embedding the widget on your website, it is recommended that you preview the form.

  1. Navigate to the Patron Registration main page.

  2. Click View Widget.

A preview window will display the registration form so you can confirm that the layout and agreements appear correctly.


Step 3: Embed the Registration Widget

Once you have confirmed the widget appears as expected:

  1. From the Patron Registration page, click Embed Widget.

  2. Follow the instructions provided to place the widget on your website.


Step 4: Edit Patron Registration Email Notifications

After a patron submits the registration form, they will receive an email confirming the result of their registration.

To edit the content of these emails:

  1. Navigate to Marketing → Campaigns.

  2. Locate the E-Card Registration campaign.

  3. Within the campaign, you will see two email templates:

    • Card Created – sent when a library card is successfully created.

    • Card Not Created – sent if the registration could not be completed.

  4. Click Edit to update the text or layout of the template.

  5. Click Save after making your changes.

⚠️ Important:
DO NOT remove {{content.wording1}} from the templates. This variable is required for the notification to function correctly.


Need Assistance?

If you have questions about configuring Patron Registration, embedding the widget, or editing notifications, please contact Unique Support and our team will be happy to assist. You may click on the Help widget in the bottom right hand corner to open a support ticket.