WebCheckout - How to Make and Manage Reservations

How to Make Reservations in Webcheckout:

• Login to the patron portal. Link: https://uwmadison.webcheckout.net/sso/patron#!/

• Click on “New Reservation” located in the upper right-hand corner.

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• On the pop up, click the down arrow to choose which location you would like to make a reservation at.

• Click "OK".

• Read and then click "Dismiss" the "Message of the Day".

• Choose a "Pickup" and "Return" date and time.

• Optional to add a "Reservation Name" - please note this is for your records as staff cannot see this note.

• Optional to add a "Allocation Notes" - this is seen by staff but might not be seen until pickup time.

• Click on the “Browse Catalog” in the upper right-hand corner to add an item to the reservation.
  
  

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• Click into a category type of item. Then click into the type of item you would like.

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• The right side of the screen shows the items that location has. Next to each item there is an icon, from left to right they are

  • • i for Information - which will tell you all the items that come with the kit

  • • Calendar Icon - This will show reservations around your selected times

    • + sign icon - this is the button you click to add that item to your cart

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• Once you have found the item you would like to reserve, click on the "+"

  • Once in the cart the "+" will turn to a "-"

• Click on "Return to Reservation" once you have your cart filled with desired items.

• Check for errors - they would be located in the bottom right corner.

• If none, click on "Submit Reservation" in the upper right-hand corner.

• To confirm the reservation went though, look for one at least one of these options:

  • 1) See the green banner that pops up in the top right corner that says “Reservation Confirmed”.
  • 2) Check your email for a summary.
  • 3) Check for the reservation in the Patron Portal. Click the “Home” Tab and look under “Upcoming Reservations”.

If there are errors: 

Ensure that the location is open at pickup and return times. Then submit again.

How to Edit an Upcoming Reservation in WebCheckout:

• Login to the patron portal. Link: https://uwmadison.webcheckout.net/sso/patron#!/

• Click into the “CK-xxxx” for the reservation under “Upcoming Reservations”.

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• Click on pencil icon in the upper right-hand corner. 

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• From here you are able to edit the start time, end time, and items included with the reservation just like when the reservation was made.

• Once the changes have been made click on “Save Changes”.

• Once all edits have been made, click on Submit Changes"

  • 1) See the green banner that pops up in the top right corner that says “Reservation Confirmed”. 

  • 2) Check your email for a summary. Check for the reservation in the Patron Portal. 

  • 3) Click the “Home” Tab and look under “Upcoming Reservations”.

To Cancel an Upcoming Reservation in WebCheckout:

• Login to the patron portal. Link: https://uwmadison.webcheckout.net/sso/patron#!/ 

• Click into the “CK-xxxx” for the reservation under “Upcoming Reservations”.

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• Click on the cancel reservation icon. This can be found in the upper right-hand corner. 

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• Click on “Cancel Reservation” to confirm you would like to cancel the reservation.

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General Reservation Policies: 

Early Pickup:

Reservations may be picked up early if:

• It is the start date of the reservation.

• The item is available (in stock/ returned by previous patron).

• Early pickup will not extend the reservation over the 7 day maximum.

  •  To inquire about an early pickup, calling or visiting the technology circulation desk to ask about availability is recommended. We can not guarantee that items will be available for early pickup.

Reservation Extension/Renewals:

• Reservations can be made for a maximum of 7 days. Reservations can be edited up to the 7 day maximum if the item is available. Edits can be done through the WebCheckout patron portal or at the technology circulation desk.

Waiting Period:

• There is a one (1) week waiting period required between reservations for the same resource type. The WebCheckout patron portal automatically enforces this policy with the error message “reservationWaitingPeriodNotMet”. This policy is in place to increase the availability of reserve items to all patrons.