Use the following procedure to add a family member from the Family tab:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Family tab.

4.  In the Family grid, a family is represented by its host. Click  View next to the host to view the family. The Family Members grid displays.

5.  In the Family Members grid, click  Add Family Member. The Add New Family Member displays.

6.  Add a family member to the family by searching for an existing patron using the Lookup function.

Alternatively, add a new patron by selecting the  Add New Patron option. Enter a First Name and Last Name for the patron. The patron’s ID number will be auto-generated.

7.  Select a Relationship from the drop-down menu. This is the patron’s relationship to the host.

8.  Select or enter the Start Date of the relationship. If necessary, select or enter an End Date. If no End Date is entered, the relationship will be effective forever.

9.  When finished adding the family member, click  Save.