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settings - MiBase New Zealand - Toy Library Management System https://mibase.co.nz/knowledge-base/tag/settings/ Toy Library Management Systems, New Zealand Sun, 10 Dec 2023 08:37:09 +0000 en-NZ hourly 1 https://mibase.co.nz/wp-content/uploads/2018/07/cropped-favicon-32x32.jpg settings - MiBase New Zealand - Toy Library Management System https://mibase.co.nz/knowledge-base/tag/settings/ 32 32 Setting up your Member Website https://mibase.co.nz/knowledge-base/setting-up-your-member-website/ Wed, 31 Mar 2021 01:21:42 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=6770 To decide what pages and functions you would like on your MiBaseNZ Member Website, you will need to check and change each setting in the Member Website Settings page.

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If you are reading this page it means your toy library has decided to use MiBaseNZ’s Member Website.

The Member Website is a fabulous tool to have as it allows your members to log in any time to see their membership, account and personal details, toy loans, and due dates, they can manage their own toy reservations, toy renewals, booking duties as well as view your library’s details and information.

It does not need to be activated as it is already available. All you will need to do is send the link to your members as well as their log-in details with the password.

Just like the Public Website, you can choose what functions/pages/modules you would like to use and see on your Member Website.
To do this you will need to check and change each setting on the Member Website Settings page.

There are two places you can access this page:

1.  The most direct way is to go to Setup -> Members

Settings for members

2.  Or indirectly, if you happen to be in the Public or Admin settings, you can select Member Website Settings at the top of the page

Using either option will take you into the settings page where you will see a list of all the settings you will need to check and change according to how you want your Member Website set up.
The list can be filtered by the modules/pages MiBaseNZ offers to make it easier to understand and to see the different functions you can choose (see outlined in the below image).

Member Website settings

There are 5 modules/pages you can filter the list by. They are:

  • Top Menu: these settings are for activating the modules/pages in the navigation bar that can be seen across the top of each page in the Member Website
  • Roster: if you have decided to activate the Roster page, these settings are related to specific functions and what information can be seen
  • Loan: these settings are related to toy renewals and whether your members can renew toys they have loaned and how often
  • Home Page: these settings are related to information that can appear on the Home page
  • Reservation: these settings are related to when, how often and how far out a member can make a toy reservation

There are three settings that do not come under one of the above options. These are:

  • #203 – online_renew: this setting allows members to renew their membership online. If you choose to activate this setting, one month before a member’s membership expires a red Renew Now button will appear on the Home page with a ‘Your membership is due to expire’ message. To activate this setting, select Yes
  • #207 – mem_edit: this setting allows members to edit their personal details. As you can see above, a brown Edit button will appear if this function is activated. The risk however of having this function available is members can falsify their details without you knowing. If you do want this option, select Yes
  • #215 – mem_transaction_intro: This setting is only relevant if you have chosen to activate the Transaction page (setting #214). If you have, this is where you can write an introduction to appear at the top of the page. Click Edit, type in your message in the text box, and click Save

 

Please note, if you change these settings, you must log out and then log back in again for the settings to take effect.

 

To view, check and change each of the above groups of settings, follow the links below.

Settings for the Top Menu items

Settings for the Home Page

Settings for the Roster page

Settings for Toy Loans

Settings for the Reservation page

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Settings for Top Menu items https://mibase.co.nz/knowledge-base/settings-for-top-menu-items-member-website/ Wed, 31 Mar 2021 01:20:13 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=6782 To choose what pages/modules are used and viewed in the Top Menu of your MiBaseNZ Member Website, go to the Member Settings page to activate your choices.

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MiBaseNZ’s Top Menu items for the Member Website are the modules/pages in the navigation bar that can be seen across the top of each page.

Top Menu items for Member Website

Some of these modules/pages are automatic, one is a paid module, and two are linked with the public website settings. The remaining others will need to be activated on the Member Website Settings page if you choose to use them. See below for further information.

The automatic modules/pages are:

  • Home – for more information on this page read the article Member Website Home page schema
  • My Library – for more information on this page read the article My Library page
  • My Wishlist – for more information on this page read the article My Wishlist page
  • The Toys Menu is automatic however some settings are activated via the public website settings, Settings for the Toy Menu. The sub-heading Reservable Toys also needs to be activated in the public website settings if your library would like to use this function – follow this link to see how – Reservable Toys.

The FAQ page is linked with the public website settings, so if it has been activated there, it will appear on the Member Website. Read this article for further information – FAQ page.

The Click & Collect page is a paid module so your library will need to have purchased this for it to appear. For further information follow this link, Click & Collect module. To read the documentation for this module follow this link, Click & Collect Setup.

So, the remaining two pages are Transactions and Roster and to activate these you will need to go to Setup -> Members

Type the words “top menu” in the Description box. The list will be filtered to show the settings related to the Top Menu. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

  • #213 – public_members_roster: select Yes to activate the Roster page in the navigation bar.
    Follow this link for further settings on specific functions for the Roster page
    Follow this link to learn how to add or delete roster preferences to this page
  • #214 – mem_transaction: Select Yes if you would like the Transactions page in the navigation bar. To add an introduction to the page, add it under setting #215
    Follow this link for further information on the Transactions page.

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Settings for the Home Page https://mibase.co.nz/knowledge-base/settings-for-the-home-page-member-website/ Wed, 31 Mar 2021 01:19:51 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=6804 To activate the member alert and children's list in MiBaseNZ's Member Website home page, go to the Member Settings page.

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There is quite a lot of information that can be viewed on MiBaseNZ’s Member Website home page however there are only two settings that can be changed under the Member Website settings.

These settings include the option of using the member alert function (which is a red box that appears when a specific message, reminder or alert has been written by admin to this member) and showing members their list of children.

For more information and an overview of the Member Website home page, read the article Member Website home page schema.

With regards to the above two settings, go to Setup -> Members

Type the word “home page” in the Description box. The list will be filtered to show these two settings. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

Member Website home page settings

  • #217: select Yes if you would like members to see any written alerts, No if not
  • #218: select Yes if you would like members to see their list of children, No if not

You can view the activated settings in the link above to the Member Website Home Page schema.

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How to change my toy library contact details https://mibase.co.nz/knowledge-base/how-to-change-my-toy-library-contact-details/ Wed, 17 Feb 2021 09:12:02 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=6459 If you need to change your toy library's contact details it is just a quick and simple change in the settings.

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If for some reason you need to change your toy library’s contact details whether it be a new phone number or email address or you have changed locations, it is just a quick and simple change in the settings.

Each contact detail is under its own separate setting so select the contact you would like to change and follow the instructions.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

Email address in the Public, Member and Admin Website

There are two steps to changing your email address in MiBaseNZ:

  1. Contact us and tell us your new email address. This is important as we will need to change the email where you will receive the communication from MiBaseNZ Admin. For example, the automatic email reports
  2. Change the email address in the settings where it will appear on the websites

To do this, go to Setup -> Administration, search for the setting email_from, click Edit and type in the new address. Click Save.

Shortcode

If you would like to use the email shortcode in the email templates please use [email_library].

Note: if you change this setting you will also need to change the setting for the reports and bag labels, see further below.

 

Phone number in the Public and Member Websites

To change the number, go to Setup -> Members, search for the setting phone, click Edit and type in the new number. Click Save.

Shortcode

If you would like to use the phone number shortcode in the email templates please use [phone].

Note: if you change one or both of these above contacts, you will also need to change the following setting to amend these details on the reports and bag labels.

 

Phone number and email address on the Reports and Bag Labels

Go to Setup -> Administration, search for the setting contacts_on_report, click Edit and type in the new details. Click Save.

 

Location address in the Public and Member Websites

To update your toy library’s address, go to Setup -> Edit website and amend under the Right column section.
Read the article Edit your Public/Member Website for further information.

To update the map, read the article, How to add a Google map on your website.

 

Location address on the Reports and Bag Labels

Go to Setup -> Administration, search for the setting address, click Edit and type in the new address. Click Save.

Shortcode

If you would like to use the address shortcode in the email templates please use [address_library].

 

Facebook page in the Public and Member Websites

To change the Facebook link, go to Setup -> Public Settings, search for the setting facebook, click Edit and insert the complete Facebook Page URL included the https://. Click Save.

Shortcode

If you would like to use the Facebook shortcode in the email templates please use [facebook].

 

Instagram in the Public and Member Websites

To change the Instagram link, go to Setup -> Public Settings, search for the setting Instagram, click Edit and insert the new ID. Click Save.

Shortcode

If you like to use the Instagram shortcode in the email templates please use [instagram].

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Setting up your Public Website https://mibase.co.nz/knowledge-base/setting-up-your-public-website/ Sun, 28 Jun 2020 07:15:47 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3352 To decide what pages and functions you would like seen on your MiBaseNZ public website, you will need to check and change each setting in the Public Website Settings page.

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If you are reading this page it means your toy library has decided to use MiBaseNZ’s Public Website. Whether your toy library has never had a website or you have decided to make the switch to using MiBaseNZ‘s website, the very first important step you will need to do is to decide what functions/modules, slideshows and pages you would like seen on your Public Website.
To do this you will need to check and change each setting in the Public Website Settings page.

There are two places you can access this page:

1.  Go to Setup -> Administration

….and click on Public Website Settings

Public Website settings

2.  Go to Setup -> Public Settings

Public Settings

 

Using either option will take you into the settings page where you will see a long list of all the settings you will need to check and change according to how you want your Public Website set up.
The list can be filtered by the modules/pages MiBaseNZ offers to make it easier to understand and to see the different functions you can choose (see outlined in the below image).

Public Website settings list

There a 6 modules/pages we can filter the list by. They are:

  • Top menu item: these settings are for activating the modules/pages in the navigation bar that can be seen across the top of each page in the Public Website
  • Join now page: these settings are related to the online signup form
  • Home page: these settings are for the slideshows in the Home page
  • Toy menu: these settings are related to the Toys dropdown menu in the navigation bar
  • Toy list page: these settings are related to your library’s toys and what information is shown for each toy
  • Toy Detail page: these setting are related to a toy’s cost and if you want it seen in Public Website

There are four settings that do not come under one of the above options. These are:

Setting 113Public website setting no.125Setting 134 for the public websiteToy Reservation setting

  • #113: this setting relates to the Roster page in the Public Website. If you choose to activate the Roster page, this setting allows you to choose whether the members’ names can be seen by everyone or not.
    Yes, you will see the member’s ID number and name. No, you will only see the members ID number.
  • #125: Google Tag Manager is a tool that allows you to manage and deploy marketing tags which are snippets of code or simple pieces of data — usually no more than one to three words — that describe information on a web page. Tags provide details about an item and make it easy to locate related items that have the same tag. You can ask us to create a Google Tag Manager or you can go directly in the link here: https://tagmanager.google.com/ and create your own one.
  • #134: This is an important one. To activate your Public Website page you need to select Yes by clicking on the “Edit” button, making the change, and clicking “Save”. Leaving this setting at No, anyone who tries to view it will see a “Coming Soon” page.
  • #151: this setting relates to the Toy Menu in the Public and Member Websites. It gives you the option of having a list of toys that can be reserved. This is only relevant for libraries who do not want all their toys to be available for reservation, they just want to provide a selection.
    If you want this option then select Yes.

Please note, if you change these settings, you must log out and then log back in again for the settings to take effect.

To view, check and change each of the above groups of settings, follow the links below.

Settings for Top Menu items

Settings for the Join Now page

Settings for the Home page

Settings for the Toy Menu

Settings for the Toy List page

Settings for the Toy Detail page

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Settings for Top Menu items https://mibase.co.nz/knowledge-base/settings-for-top-menu-items/ Sun, 28 Jun 2020 07:13:48 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3358 To choose what pages/modules are used and viewed in the Top Menu of your MiBaseNZ Public Website, go to the Public Settings page to activate your choices.

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MiBaseNZ‘s Top Menu items are the modules/pages in the navigation bar that can be seen across the top of each page in the Public Website.

Top Menu list

Each of these modules/pages needs to be activated in the Public Settings page which means you can choose which module/page you would like to use, or not use.

Go to Setup -> Public Settings

Type the words “top menu” in the Description box. The list will be filtered to show all settings related to the Top Menu. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

Top Menu settings list

  • #102: select Yes to activate the News page in the navigation bar. Follow the link to learn how to add a news article to this page
  • #103: select Yes to activate the Join Now page in the navigation bar, selecting No the page will not appear. Follow the link to learn how to setup the Join now page
  • #106: select Yes to activate the Our Team page in the navigation bar. Follow the link to learn how to edit the Our Team page
  • #118: select Yes to activate the Roster page in the navigation bar. Follow the link to learn how to add or delete roster preferences to this page
  • #119: select Yes to activate the New Toys page under the Toys menu in the navigation bar, selecting No the option/page will not appear
  • #121: by adding the link to your Facebook page (if you have one), the Facebook icon will appear in the navigation bar on the right (see above) as well as under the Follow us section in the right column of the Public Website.
  • #123: select Yes to activate the FAQ page in the navigation bar. Follow the link to learn how to add FAQ’s to this page
  • #124: select Yes to activate the Membership page in the navigation bar. To add all your membership options to this page, you will need to go to Setup -> Edit Website. Scroll down to the heading Member Options on Website and type in the details there
  • #130: select Yes to activate the Sponsors page in the navigation bar. Here you can add the logos of all your sponsors. Follow the link to learn how to upload files/logos to this page
  • #148: by adding the link to your Instagram account (if you have one), the Instagram icon will appear in the navigation bar on the right (see above). You need to add your library name without the ‘@’ icon.

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Settings for the Join Now page https://mibase.co.nz/knowledge-base/settings-for-the-join-now-page/ Sun, 28 Jun 2020 07:12:09 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3364 To decide what functions and information you would like to see in your MiBaseNZ's Join Now page, go to the Public Settings page to choose your options.

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MiBaseNZ‘s Join Now page is the online membership application form for your toy library which can be viewed on your Public Website. If you have decided to activate the Join Now page in the Public Settings, you will need to decide what functions and information you would like to use and obtain from this application form.

You will also need to review and change, if necessary, the Membership Application Received email template as the system automatically sends this email when someone signs up online.

To review the settings, go to Setup -> Public Settings.

Type the words “join now page” in the Description box. The list will be filtered to show all settings related to the Join Now page. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

  • #107: select Yes to add the Roster Preferences field. Follow the link to learn How to setup up roster preferences
  • #108: select Yes to exclude the LOTE field, No to include. Follow the link to learn How to add or delete languages to the dropdown menu in the signup form
  • #110: select Yes to add the ID Card field, selecting No the field will not appear
  • #111: select Yes to add the Second Contact field, selecting No the field will not appear
  • #112: select Yes to add the Children field form, selecting No the field will not appear
  • #114: select Yes to exclude the “How can I help?” field, No to include
  • #115: select Yes to make answering the question “How did you find us?” compulsory.
  • #127: select Yes to include the Code of Conduct link. When this is clicked, a pop-up screen will appear with your terms and conditions. To add these to this screen, you will need to go to Setup -> Edit Website and add the information to the Conditions of Membership box
  • #128: select Yes to include the Helmet Waiver link. When this is clicked, a pop-up screen will appear with your policy’s details. To add these to this screen, you will need to go to Setup -> Edit Website and add the information to the Helmet Waiver box
  • 131: select Yes to add the Members Address fields, selecting No the fields will not appear. One of the fields is a dropdown menu for Suburbs. Follow the link to learn how to add or delete suburbs to this menu
  • #132: this refers to the “How did you find us?” question. Select Yes to include, No to exclude. Follow the link to learn how to add answers to this question in the dropdown menu of the signup form
  • #136/138: select Yes to add a Yes/No custom question, No the field will not appear
  • #137/139:  if you have selected yes to #136 and #138, type in the custom question here
  • #141: select Yes to add a custom question under the Children’s list, No the field will not appear
  • #142: if you have selected yes to #142, type in the custom question here
  • #149: select Yes to include the Ethnicity field, No to exclude. Follow the link to learn how to add or delete ethnicities to the dropdown menu in the signup form

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Settings for the Home page https://mibase.co.nz/knowledge-base/settings-for-the-home-page/ Sun, 28 Jun 2020 07:05:42 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3369 In the Home page of the MiBaseNZ Public Website, you can add three different slideshows. To activate these slideshows go to the Public Settings page.

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In the Home page of the MiBaseNZ Public Website, you have the option of adding three different slideshows. The first slideshow appears at the top of the home page and you can add whatever images you choose, for example, photos of your toy library.
The second is the sponsor slider where your sponsors’ logos can be viewed.
The third is the toy slider where the last 6 most recent toy purchases can be viewed.

To activate these slideshows, go to Setup -> Public Settings.

Type the word “home” in the Description box. The list will be filtered to show the settings related to the Home page slideshows. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary, and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

Home Page settings

Select Yes to activate the slideshow/sliders on the home page.
Selecting No, the slideshow/sliders will not appear.
Setting #155 allows you to select the number of toys you would like to see in the latest additions slider. Three toys will appear per each rotation so you will need to select a multiple of 3 for this to work.

Follow this link to add images to the slideshow at the top of the home page.
Follow this link to add images to the sponsor slider on the home page.

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Settings for the Toy Menu https://mibase.co.nz/knowledge-base/settings-for-the-toy-menu/ Sun, 28 Jun 2020 06:56:07 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3372 In MiBaseNZ's Public Website Toys dropdown menu, you can select the order and number of toys shown for each list by going to the Public Settings page.

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In the navigation bar at the top of the MiBaseNZ Public Website, there is a Toys dropdown menu.

In this menu, you can choose to view Toys (your library’s full toy list), Popular Toys and New Toys. A fourth optional heading can be added, Reservable Toys, which will be explained further down below.
In the settings, you can decide which order you would like your toy list to appear to the public and how many toys shown in the popular, new toy and reservable list.

Go to Setup -> Public Settings

Type the words “toy menu:” in the Description box. The list will be filtered to show the settings related to the Toy Menu. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

  • #145: type in the number of the top most popular toys in your library you would like to see appear in this list
  • #146: type in how many of your latest toy purchases you would like to see appear in this list
  • #147: choose the order you would like to see your toys appear in the toy page. The order will be either alphabetically or numerically
  • #152: this setting depends on whether you have activated setting #151. If you have, type in how many reservable toys you would like to see appear in this list

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Settings for the Toy List page https://mibase.co.nz/knowledge-base/settings-for-the-toy-list-page/ Sun, 28 Jun 2020 06:55:34 +0000 https://mibase.co.nz/?post_type=epkb_post_type_1&p=3376 To view the rent of a toy and its toy category in the MiBaseNZ Public Website Toy List page, go to the Public Settings page to select each option.

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When a new toy is added to your system, you need to select the rent or toy hire fee for the toy as well as the toy category you would like the toy to be under. Under MiBaseNZ Public Website Toy List settings, you have the option of these appearing for each toy in your Toy List pages.
Some libraries choose not to have a rent or toy hire fee for their toys as it is part of their memberships so this setting would be irrelevant. Some libraries may choose out of personal preference to not have either option appear for each toy.

Whatever option you decide, you can choose and change it by going to Setup -> Public Settings.

Type the words “toy list” in the Description box. The list will be filtered to show the settings related to the Toy List. Each setting can be easily changed by clicking the Edit button alongside it, making the change if necessary and clicking Save.

Once the settings are changed you must log out and then log back in again for the settings to take effect.

Select Yes to show the rent cost and the toy category in the Toy List page.
Selecting No, the rent cost and the toy category will not appear.

Toy Category and Rent

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