Skip to main content
A household is a family unit in Slant. Every client, prospect, and past client is a household — it’s the shared foundation that holds people, contact information, activity history, and everything else related to a family you work with. Whether someone is an active client, a prospect you’re cultivating, or a past client you’ve archived, they all share the same household structure. The type determines which tab they appear on and which features are available.

​
Household types

Every household has one of three types:
  • Client — An active, paying household. Clients appear under Records → Clients in the sidebar and have access to custodian account linking, review scheduling, and assets under management (AUM) tracking.
  • Prospect — A potential household you’re cultivating. Prospects appear under Records → Prospects and share most features with clients, but don’t have review schedules or custodian data.
  • Past client — A former client you’ve archived. Past clients appear under Records → Clients → Past clients and retain all their historical data. They can be restored to active client status at any time.
You can convert households between types as relationships evolve. See converting between types for details.

​
People in a household

Each household contains one or more people — the individual members of the family. Every household must have a head of household, and can optionally include a spouse or partner, dependent children, and other family members. The head of household is the primary contact. Their name and contact details are displayed prominently on the household and used as defaults throughout Slant.
You can add people to a household from the Household tab on the right side of the household detail page. Click Add person to household at the bottom of the tab.
For full details on managing people, roles, and contact information, see People.

​
The household detail page

When you open a client, prospect, or past client, you see the household detail page. The layout is the same across all household types, with a few features specific to clients. The header shows the household name, primary email address, and primary phone number. Below the name you’ll find:
  • Tier — The household’s service tier. Click the tier badge to change it. Prospects show a Prospect badge here instead.
  • Tags — Click Add tags to assign or remove tags.
  • AI summary — Slant generates a summary of the household based on its data. This updates automatically as you add information.
Clients also display a Next review due on date in the header when a review schedule is configured.

​
Quick actions

The top-right corner of the header provides quick access to common actions:
  • Call — Start a phone call (requires phone integration)
  • Send email — Open the email composer
  • Add task — Create a task for this household
  • Start meeting — Create a new meeting linked to this household

​
More actions

Click the … menu next to the quick actions for additional options:
  • Add note — Create a note for this household
  • Start project — Begin a new project with this household
  • Add to sequence — Enroll the household in an email sequence
  • Fill PDF — Fill a document template with household data
  • Extract data — Upload a document and automatically extract contact details, financial information, and other fields into the household
  • Enrich household — Use AI to find and add publicly available information about the household
  • Convert to prospect — Demote a client to a prospect (clients only)
  • Archive to past client — Archive a client as a past client (clients only)
  • Convert to other contact — Convert a single-person household to an other contact. Projects, opportunities, financial data, and vault files are permanently deleted.
  • Merge with household — Combine this household with another
  • Destroy — Permanently delete the household and all associated data

​
Content tabs

The main area of the household detail page is organized into tabs:
  • Overview — A snapshot of outstanding tasks and custom fields (prospects only)
  • Chat — An AI-powered conversation about this household. Ask questions, get meeting prep, or request analysis.
  • Custodian — View linked custodian accounts and financial data (clients only)
  • Activity — A timeline of all interactions and changes
  • Email — Email history and the ability to compose new messages
  • Phone — Phone call history (requires phone integration)
  • Meetings — Past and upcoming meetings with this household
  • Tasks — Tasks associated with this household
  • Notes — Notes and documentation about this household
The right side of the page has three tabs:
  • Household — Shows each person in the household with their role, contact details, and key fields. Expand a person to edit their information inline, or click Show more to open their full person detail page.
  • Records — Linked records including custom fields, projects, files, financial accounts, and more.
  • Comments — Internal comments visible to your team. Use comments to collaborate with colleagues about this household.

​
Service tiers

Tiers let you prioritize households by service level. By default, Slant provides four tiers — A, B, C, and D — but your book can be configured with up to eight tiers with custom labels. You can set a household’s tier from:
  • The tier badge on the household detail page header
  • The Tier column on the clients or prospects list (click inline to change)
  • Bulk actions on the list page (select multiple households and click Tier)
Tiers also drive review and touchpoint schedules — you can configure different cadences per tier in your book’s engagement settings.

​
Tags

Tags help you categorize and filter households. A household can have multiple tags, and you can filter by tag on the clients or prospects list page. Add tags from the household header by clicking Add tags, or in bulk from the list page by selecting households and using the tag action in the selection bar.

​
Review schedule

Review schedules are available for clients only.
Slant tracks when each client is due for their next review meeting. The review schedule is based on a cadence — how frequently you review the client — and updates automatically as you hold review meetings. Cadence options are: Monthly, Quarterly, Trimesterly, Semi-annual, or Annual. The cadence can be set at three levels, with the most specific taking priority:
  1. Household override — Set directly on the client
  2. Tier cadence — Configured per tier in book settings
  3. Book default — The global cadence for all clients in the book
The Next review due on date appears in the client header and can be filtered on the clients list page.

​
Touchpoint tracking

Touchpoints track how recently you’ve engaged with a household. Slant automatically records touchpoints when you send emails, hold meetings, make calls, and complete other interactions. Like review schedules, touchpoints use a cadence to calculate when the next touchpoint is due. This helps you identify households that may need attention.

​
Converting between types

As your relationship with a household evolves, you can convert between types:
  • Prospect to client — Click Promote to client on a prospect’s detail page. This moves the household to the clients tab and activates client features like review scheduling and custodian linking.
  • Client to prospect — From the … menu, select Convert to prospect. This moves the household to the prospects tab and removes review schedule and financial data.
  • Client to past client — From the … menu, select Archive to past client. The household moves to the past clients section under clients. All data is preserved and the household can be restored at any time.
  • Past client to client — Click Restore to client on a past client’s detail page to move them back to active client status.
  • Household to other contact — From the … menu, select Convert to other contact. This is only available for households with a single person and converts the household into an other contact.
Converting a client to a prospect removes review schedule data and financial account links. This cannot be undone.

​
FAQ

Both are households with the same core features — people, notes, tasks, meetings, and email. Clients have additional capabilities: custodian account linking, assets under management (AUM) tracking, and review scheduling. When a prospect becomes a paying customer, promote them to a client to unlock these features.
No. Every household has exactly one head of household. If you need to change who the head of household is, update the household role on the person you want to designate. The previous head of household is automatically reassigned.
Deleting a household permanently removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone.
Yes. From the … menu on a household, select Merge with household. You’ll choose a target household, then decide which people to keep and what roles to assign. See merging households for the full workflow.
From the clients or prospects list page, select one or more households, open the bulk actions menu, and choose Move to another book. This is available to admins with access to multiple books.

​
Next steps

People

Manage the individuals within your households

Household records

Custom fields, files, projects, and more

Tasks

Create and manage tasks for your households

Meetings

Schedule and track meetings with households