Overview

Grouping contacts by last name is not a reliable way to identify family units, since not all family members share the same name. This is where households play a role.

A Household is how contacts get organized into family units. Household names have to be unique and are not necessarily (although usually) based on a family's last name.

How to Create a Household

To create households as an admin to manually organize contacts, follow the steps:

1. Go to Contacts

2. Click Households (in the sidebar navigation)

3. Click Add household

4. Enter a unique name for the household representing a family

5. Click Create

Next, you'll need to add contacts to the household as "members".

Editing Households

1. View the household

2. Click Edit Household

3. Optionally upload a household profile photo

4. Optionally add a household address

5. Click Save changes

Managing Household Members

1. View the household

2. Click Add member

3. Search for and select a contact

4. Select the contact's relationship to students

5. Click Add

Changing a Contact's Household

You can also assign a contact to a household when editing a contact.

1. View the contact

2. Click Edit contact

3. Scroll down to the Household information section

4. Search and select a household to assign (click the + button to create a new household)

5. Click Save changes