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A client household can include multiple people — the head of household, their spouse or partner, children, and other family members. This guide covers how to manage the people within a client record.

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Household structure

Every client has at least one person (the head of household) and can include:
RoleDescription
Head of householdPrimary contact (required, one per household)
SpouseMarried spouse
PartnerLife partner
Dependent childMinor children
Other adultAdditional adult family members
Other dependentAdult dependents
DeceasedHousehold members who have passed away

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View household members

1

Open the client record

Navigate to the client’s detail page.
2

Click Household

Select the Household tab in the right sidebar.
3

Review members

See all people in the household with their roles and contact information.

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Add a household member

1

Open the Household panel

Navigate to the client and click Household in the right sidebar.
2

Click Add member

Click the Add member button.
3

Select the role

Choose the person’s role in the household:
  • Spouse
  • Partner
  • Dependent child
  • Other adult
  • Other dependent
4

Enter their information

Fill in the person’s details:
  • First and last name
  • Email address
  • Phone number
  • Date of birth
5

Save

Click Save to add them to the household.

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Edit a household member

1

Open the Household panel

Navigate to the client and click Household in the right sidebar.
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 (date of birth, gender, marital status)
4

Save changes

Click Save to update the record.

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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

Change their role

Set the new person’s role to Head of household.
3

Automatic reassignment

The previous head of household is automatically changed to Other adult.
Every household must have exactly one head of household. You cannot remove the HOH without first assigning another person to the role.

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Add contact information

Each person can have multiple contact methods.

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Email addresses

  • Click on the person in the Household panel
  • Click Add email in the contact section
  • Enter the email address
  • Mark as primary if this is their main email

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Phone numbers

  • Click on the person in the Household panel
  • Click Add phone in the contact section
  • Enter the phone number
  • Select the type: mobile, work, home, fax, or other

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Addresses

  • Click on the person in the Household panel
  • Click Add address in the contact section
  • Fill in street, city, state, and ZIP
  • Mark as primary for the default mailing address

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Remove a household member

1

Open the Household panel

Navigate to the client and click Household in the right sidebar.
2

Select the person

Click the three-dot menu (…) next to the person you want to remove.
3

Remove or delete

Choose to move the person to another household or delete them.
You cannot remove the head of household. To remove them, first assign another person as HOH.

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Household name

The client’s household name is auto-generated from the head of household and partner names (e.g., “John and Jane Smith Household”). You can set a custom household name by editing the name field at the top of the client record.

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Next steps

Client overview

Learn about client households

Create tasks

Add follow-up tasks