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Home Add-ons Equipment Loans & Returns
Premium Integration

Gravity Forms
+ Equipment Loans & Returns

Lend equipment, books and tools with a Gravity Forms request form. Keep a catalogue of items with a stock count or one serial number per unit, let borrowers pick an item and the dates, show how many units are free for those dates, and reserve them on your server when the form is submitted so two people can never book the last unit. Staff check items out and in with serial numbers, a condition, a note and a photo, see what is reserved, on loan and overdue, and keep a loan history per item and per borrower. Due-soon and overdue reminders are sent as Gravity Forms notifications by a daily job. Loan status, due date and items are saved on the entry, exported as columns and available as merge tags. No outside connection.

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Equipment Loans & Returns

Watch it in action

Gravity Forms Equipment Loans & Returns Setup Guide: Stock, Dates, Check-Out, Check-In

Video setup guide: Gravity Forms Equipment Loans & Returns

Core Features

Item catalogue with stock counts or one serial number per unit, categories and a longest loan per item
CSV import of items; rows matched by code so a list can be imported again
Loan request forms: up to three item fields filled from the catalogue, with units
Start and due date: fixed loan length set by the add-on, or a return date chosen by the borrower
Longest loan, booking window and a limit of units per borrower
Availability by date on the form: free units per item, unavailable items greyed out
Server check and reservation under a lock on submit: no double booking of the last unit
Check-out with serial numbers; check-in with condition, note and photo; lost units out of stock
Loans page with active, overdue, reserved, on loan, returned and cancelled views and CSV download
Due-soon, overdue, checked-out and returned Gravity Forms notification events with a daily job
History per item and per borrower, entry box, {loan:items} / {loan:due} / {loan:status} merge tags
Loan status, due date and items columns in the entries list and CSV export. Local only, no outside connection

What does it do?

Schools, libraries, IT teams, clubs and rental desks lend things every day and need to know who has what, when it is due back and what is late. The Gravity Forms Equipment Loans & Returns add-on turns a Gravity Forms form into a loan request form and gives your staff a small lending desk inside WordPress.

Keep an item catalogue under Forms → Equipment Loans: name, code, category, a stock count or one serial number per unit, a longest loan per item, and add items one by one or import a CSV. Map up to three item fields on any form, filled from the catalogue, with units, a start date and a due date that the add-on sets from a fixed loan length or that the borrower chooses, a booking window, the borrower’s name and e-mail and a limit per borrower.

As soon as the dates are chosen, the form shows how many units are free for every day of the loan and greys out what is not available. On submit the server checks everything again under a lock and reserves the units, so two people can never book the last one, and the due date cannot be changed in the browser. Staff check items out (serial numbers picked) and in (condition, note, photo, lost units taken out of stock) from the Loans page with active, overdue, reserved and returned views and a CSV download. Due-soon and overdue reminders, check-out and return messages are Gravity Forms notifications sent by a daily job, and reservations nobody collects are released. A history per item and per borrower, an entry box, {loan:items}, {loan:due} and {loan:status} merge tags and export columns complete it. Everything runs on your own server: no outside connection. For Gravity Forms 2.9 and newer.

How does it work?

The items and the loans are stored in two tables in your WordPress database. When a borrower picks the dates, the form asks your server how many units of each item are free on every day of that period and shows the number next to each item. When the form is submitted, the add-on checks the dates, the item, the units, the borrower limit and the free stock again on your server, one request at a time under a lock, and holds the units; the new entry turns the hold into a reservation. For a fixed loan length the due date is always set by the server. Staff check items out and in from the Loans page, and a daily WordPress job sends the due-soon and overdue notifications and releases reservations nobody collected. Everything happens on your own server — the add-on makes no outside HTTP request beyond the licence and update checks.

Interface Previews

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How do I enable this?

1
Install and activate the add-on, then activate your license key in Forms → Settings → Equipment Loans.
2
Add your items under Forms → Equipment Loans → Items, one by one or from a CSV, with a stock count or serial numbers.
3
Open a form’s Settings → Equipment Loans, switch loan requests on and map the item, units, date and borrower fields.
4
Add notifications for the due-soon and overdue events, then check items out and in from the Loans page.

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Quick Info
Version 1.0.1
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Gravity Forms Equipment Loans & Returns
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