> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Households overview

> Understand households — the core record type in Slant that represents a family unit you serve.

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](/records/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](#converting-between-types) for details.

## People in a household

Each household contains one or more [people](/records/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.

<Tip>
  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.
</Tip>

For full details on managing people, roles, and contact information, see [People](/records/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.

### Header

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](#service-tiers). 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](#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](/setting-up-slant/integrations/phone))
* **Send email** — Open the email composer
* **Add task** — Create a [task](/activity/tasks/overview) for this household
* **Start meeting** — Create a new [meeting](/activity/meetings/overview) 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](/activity/projects/overview) with this household
* **Add to sequence** — Enroll the household in an email [sequence](/platform/sequences/overview)
* **Fill PDF** — Fill a document template with household data
* **Extract data** — Upload a document and automatically [extract contact details, financial information, and other fields](/records/households/extracting-data) 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](/records/other-contacts). 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:

* **[Chat](/records/households/chat)** — An AI-powered conversation about this household. Ask questions, get meeting prep, or request analysis.
* **Overview** — A customizable dashboard of widgets for this household. See [customizing the overview layout](#customizing-the-overview-layout).
* **Custodian** — View linked custodian accounts and financial data (clients only)
* **[Email](/records/households/email)** — Email history, compose new messages, and generate AI follow-up tasks from a thread
* **Phone** — Phone call history (requires [phone integration](/setting-up-slant/integrations/phone))
* **Meetings** — Past and upcoming [meetings](/activity/meetings/overview) with this household, grouped by year with the newest meetings first
* **Tasks** — [Tasks](/activity/tasks/overview) associated with this household
* **Notes** — Notes and documentation about this household

To preserve a record of advice, attestations, or any final note that shouldn't change, click the **⋮** menu on a note card and choose **Lock**. Locked notes are read-only — content, mentions, references, and labels are frozen, and the note can't be deleted. You can still pin or unpin a locked note from the same menu.

<Note>
  Only admins can lock and unlock notes. Edits and unlocking can be done together, so you don't have to lock a note again after a quick correction.
</Note>

<Tip>
  To lock every new note automatically, go to **Settings** → **Company profile** and turn on **Lock new notes by default**. New notes are created as locked and must be unlocked by an admin before they can be edited or deleted.
</Tip>

Admins can reorder these tabs for the whole company — see [reordering the tabs](#reordering-the-tabs).

### Reordering the tabs

Admins can set the tab order that everyone on the team sees on client and prospect detail pages.

<Note>
  Tab order is shared across your company — every advisor sees the same order. Only admins can change it; everyone else sees the saved order.
</Note>

<Steps>
  <Step title="Open the more menu">
    On a client or prospect's detail page, click the **...** button in the top-right corner.
  </Step>

  <Step title="Choose Edit tab order">
    Select **Edit tab order**. The tab bar switches into a drag-and-drop editor.
  </Step>

  <Step title="Drag the tabs into the order you want">
    Use the grip handle on each tab to drag it left or right.
  </Step>

  <Step title="Save or reset">
    Click **Save** to publish the new order, **Reset to default** to restore Slant's built-in order, or the **X** to close without saving.
  </Step>
</Steps>

Client and prospect tab orders are configured separately — changing one does not affect the other.

## Customizing the overview layout

The **Overview** tab is a drag-and-drop dashboard built from widgets. Pick which widgets appear, rearrange them, and resize each one to fit how your team works.

The layout is shared across your company — every advisor sees the same overview, and you can set a different layout for clients, prospects, other contacts, and businesses.

<Note>
  Only admins can edit the overview layout. Everyone else sees the saved layout in read-only mode.
</Note>

### Enter edit mode

<Steps>
  <Step title="Open the more menu">
    On a client or prospect's detail page, click the **...** button in the top-right corner.
  </Step>

  <Step title="Choose Edit overview layout">
    Select **Edit overview layout**. The Overview tab opens with an editor panel on the right.
  </Step>
</Steps>

### Add, move, resize, and remove widgets

While editing:

* **Add** — Drag a widget from the right-hand list onto the grid. Widgets already placed are dimmed and cannot be added twice (except custom fields, which can appear multiple times).
* **Move** — Drag any widget by its header to reposition it.
* **Resize** — Drag the bottom-right corner of a widget to make it larger or smaller.
* **Remove** — Click the trash icon on a widget's header to take it off the grid.
* **Undo** — Click **Undo** in the editor panel to reverse your last change.

Click **Save** to publish the layout to your team, or close the editor to discard changes.

### Available widgets

| Widget              | What it shows                                                                                                                                                   |
| ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Tasks**           | Open [tasks](/activity/tasks/overview) for this household                                                                                                       |
| **Activity**        | Full activity timeline for this household                                                                                                                       |
| **Quick actions**   | Shortcuts for common actions like sending email or starting a project                                                                                           |
| **Custom fields**   | A group of [custom fields](/account-settings/customization/custom-fields). You can add more than one custom fields widget and pick which fields each one shows. |
| **Meetings**        | Recent and upcoming [meetings](/activity/meetings/overview)                                                                                                     |
| **Recent emails**   | Latest email threads                                                                                                                                            |
| **Projects**        | Active [projects](/activity/projects/overview)                                                                                                                  |
| **Opportunities**   | Open [opportunities](/activity/opportunities/overview)                                                                                                          |
| **Related records** | Linked households, businesses, contacts, and trusts                                                                                                             |
| **Trusts**          | Trusts tied to this household                                                                                                                                   |
| **Files**           | Vault files for this household                                                                                                                                  |
| **Sequences**       | Active [sequence](/platform/sequences/overview) enrollments                                                                                                     |

<Tip>
  The Activity widget is anchored to the bottom of the layout — it takes the full width and can't be moved above the other widgets.
</Tip>

### Right sidebar

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/people).
* **Records** — Linked records including [custom fields, projects, files, financial accounts, and more](/records/households/records-overview).
* **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

<Note>
  Review schedules are available for clients only.
</Note>

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](/records/other-contacts).

<Warning>
  Converting a client to a prospect removes review schedule data and financial account links. This cannot be undone.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between a client and a prospect?">
    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.
  </Accordion>

  <Accordion title="Can a household have more than one head of household?">
    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.
  </Accordion>

  <Accordion title="What happens when I delete a household?">
    Deleting a household permanently removes all associated data including people, notes, tasks, meetings, and activity history. This cannot be undone.
  </Accordion>

  <Accordion title="Can I merge two households?">
    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](/records/households/merging-households) for the full workflow.
  </Accordion>

  <Accordion title="How do I move a household to a different book?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="People" icon="user" href="/records/people">
    Manage the individuals within your households
  </Card>

  <Card title="Household records" icon="database" href="/records/households/records-overview">
    Custom fields, files, projects, and more
  </Card>

  <Card title="Tasks" icon="square-check" href="/activity/tasks/overview">
    Create and manage tasks for your households
  </Card>

  <Card title="Meetings" icon="calendar" href="/activity/meetings/overview">
    Schedule and track meetings with households
  </Card>
</CardGroup>