Set up branches, rooms, seats and plans

Do it in this order

1. Branch
2. Room
3. Seats
4. Shifts
5. Plans

A plan needs a room and a shift, so plans come last.

1. Create a branch

1. In the sidebar, open Settings, then Branches.
2. If you have no branch yet, the Create a branch box opens by itself. Otherwise, tap Add another branch.
3. Type the Branch Name. In Address, search for your place and pick it from the list.
4. Tap Create Branch.

2. Add a room

1. On your branch card, tap Finish setup, or Manage rooms if the branch already has rooms.
2. Tap Add Room, type the Room Name (for example, Study Hall), and tap Add Room.

When you add the first room, the seat layout editor opens straight away.

3. Lay out the seats

Don't want to do it yourself? On the room, tap WhatsApp us and send a photo of your seat sketch. Our team will build the layout for you.

To build it yourself:

1. On the branch page, pick the room and tap Build manually, or Edit Layout if it already has seats. Have a drawing of your hall? Tap Upload sketch (AI) instead, then check the seats it placed.
2. With the Seat tool selected, click an empty square to place a seat. Drag along a row to place many at once. Seats are named in the order you place them, starting from A-1. To start from a different letter or number, change New seats start from before you place them.
3. To mark a washroom, entrance or water dispenser, use Add facility.
4. Tap Save layout.

Nothing is saved until you tap Save layout. The Canvas rows and columns only change the size of the drawing area. They don't add seats, and making the canvas smaller removes the seats in its last row or column.

Rename, renumber or remove seats

1. Open the room's layout editor and tap Select.
2. Rename one seat: select it and type the new name in Label.
3. Renumber many seats: select them and tap Renumber.... Choose the Starting letter, Start number and Counting direction, then tap Renumber.
4. Remove seats: select them, tap Delete selected, then tap Delete.
5. Tap Save layout.

A seat with a student on it cannot be removed. Renaming a seat does not move anyone, and old receipts keep the old seat name. To see every change made to the seats, open Layout History on the seat view.

Block a seat you don't want to sell

1. On the Dashboard, tap the Vacant Seats tile to open the seat view.
2. Pick the branch and room, then tap the empty seat.
3. Tap Block this seat. Students can no longer book it.

To sell it again, tap the seat and then Unblock seat.

4. Turn on shifts

1. Open Settings, then Membership Plans.
2. Tap Manage Shifts.
3. Tick the shifts your library runs: Morning, Afternoon, Evening, Night, Full Day or 24 Hours. Change Start Time and End Time if your hours are different.
4. Tap the save button at the bottom. It shows how many shifts you ticked, for example Save 2 shifts.

5. Create a plan

1. On the Plans page, tap Create Plan. After you save shifts for the first time, this opens by itself.
2. Fill in Plan Name (for example, Monthly Standard) and Price.
3. Under Charge by, pick Days, Weeks or Months, then pick How long, for example 1 Month. For a one-day trial, pick Days.
4. Leave Shift Restriction as No Shift Restriction, unless this plan is only for one shift.
5. In Applicable Rooms, pick the rooms this plan is sold in.
6. Tap Create Plan.

To change a plan later, tap the pencil icon on it.

Plans sold in days or weeks don't get automatic WhatsApp reminders. See Send fee reminders on WhatsApp.

Delete a room or a branch

• Room: on the branch page, tap Delete room. If students still sit in the room, move them first. To confirm, type the room name.
• Branch: tap the bin icon on the branch card. It lists any students still linked to the branch and lets you move them to another branch. Want to keep all the records? Tap Hide this branch instead. Students stop seeing it, and nothing is deleted.

Next: Admit a new student.