Household structure
Every client has at least one person (the head of household) and can include:| Role | Description | Limit |
|---|---|---|
| Head of household | Primary contact, required | 1 |
| Partner | Spouse or life partner | 1 |
| Dependent child | Minor children | Unlimited |
| Other adult | Adult family members | Unlimited |
| Other dependent | Adult dependents | Unlimited |
View household members
1
Open the client record
Navigate to the client’s detail page.
2
Click Household
Select the Household tab in the client navigation.
3
Review members
See all people in the household with their roles and contact information.
Add a household member
1
Open the Household tab
Navigate to the client and click Household.
2
Click Add member
Click the Add member button.
3
Select the role
Choose the person’s role in the household:
- Partner (spouse or life partner)
- Dependent child
- Other adult
- Other dependent
4
Enter their information
Fill in the person’s details:
- First and last name (required)
- Email address
- Phone number
- Date of birth
5
Save
Click Save to add them to the household.
Edit a household member
1
Open the Household tab
Navigate to the client and click Household.
2
Click the person
Select the person you want to edit.
3
Update their information
Make changes to their:
- Name and basic info
- Contact information (email, phone, address)
- Employment details
- Personal details (birthday, etc.)
4
Save changes
Click Save to update the record.
Change the head of household
The head of household is the primary contact for the client. To change it:1
Add the new HOH as a member
If they’re not already in the household, add them first.
2
Open household settings
In the Household tab, click the settings or more menu.
3
Reassign HOH
Select the new head of household from existing members.
4
Confirm
The previous HOH becomes a regular household member (typically “Other adult”).
Every household must have exactly one head of household. You cannot remove the HOH without first assigning another person to the role.
Add contact information
Each person can have multiple contact methods:Email addresses
1
Open the person's details
Click on the person in the Household tab.
2
Add email
Click Add email in the contact section.
3
Enter the address
Type the email address.
4
Set as primary (optional)
Mark as primary if this is their main email.
Phone numbers
1
Open the person's details
Click on the person in the Household tab.
2
Add phone
Click Add phone in the contact section.
3
Enter the number
Type the phone number (10 digits for US numbers).
4
Select the type
Choose: Mobile, Home, Work, or Other.
Addresses
1
Open the person's details
Click on the person in the Household tab.
2
Add address
Click Add address in the contact section.
3
Enter the address
Fill in street, city, state, and ZIP.
4
Set as primary (optional)
Mark as primary for the default mailing address.
Remove a household member
1
Open the Household tab
Navigate to the client and click Household.
2
Select the person
Click on the person you want to remove.
3
Click remove
In the person’s detail view, click Remove from household or the delete option.
4
Confirm
Confirm the removal.
Household name
The client’s household name is typically auto-generated from the head of household and partner names (e.g., “John & Jane Smith”). You can also set a custom household name:1
Open client settings
On the client detail page, find the household name field.
2
Edit the name
Click to edit and enter a custom name.
3
Save
The custom name overrides the auto-generated name.