Households together. Photos when members opt in. Custom fields for whatever your funder, your board, or your insurer needs to track. Members update their own info from the portal — so the printed directory you hand out next month is accurate to this morning.
What it does
Households
Spouses, partners, children, dependents, related members — grouped into a household with shared billing, shared address, and household-level fields. Per-member fields still apply (each kid has their own programs, allergies, photo); household-level fields stay shared (mailing address, family-membership tier, emergency contact).
Photos
Photo upload is opt-in per member. Members upload from the portal (selfie from the phone, or a photo their family sent). The photo flows into the printed directory, the badge, and the front-desk recognition view. Members can opt out anytime; their record stays in the directory, just without the photo.
Member-managed profiles
Karen's daughter moved. Bill changed his cell number. Patricia updated her emergency contact. Members make these changes from the portal themselves — the directory stays accurate without the office becoming a data-entry bottleneck.
Custom fields
Add custom fields per member: birthdate verification for Title III eligibility, dietary restrictions, mobility status, profession, expertise, graduation year, chapter, anything else your funder or board asks about. Custom fields appear in search, in reports, and in the printed directory if you choose.
A workflow walkthrough
From the first portal sign-up through the next printed directory. The directory stays current the whole way.
Day 1 — The Coles sign up. Stephanie creates a family account from her phone. She adds her husband, their two kids (ages 9 and 12), and grandpa as an authorized pickup. The household is created with shared billing; each member gets their own record.
Day 7 — Custom fields filled. At sign-up, Stephanie filled in dietary restrictions for one kid (nut allergy), mobility status for grandpa (walker), and the family's preferred pickup contact. All fields flow into the relevant modules — meals, rides, programs.
Day 30 — A move. The family moves across town. Stephanie updates the household address from the portal in three taps. The change propagates everywhere: front-desk lookup, mailing labels, the next printed directory.
Day 60 — Grandpa's mobility changes. Grandpa's been using a walker; now he needs the wheelchair. The family updates his mobility status from his record. The ride dispatcher sees the new flag immediately; next Tuesday's grocery shuttle assigns the wheelchair-accessible van automatically.
Day 90 — Quarterly directory print. The office runs the PDF directory for the quarterly mailing. The Coles appear together as a household; mom and dad's photos are in (kids' photos still pending). 234 households, accurate to this morning.
Questions, answered
Set up your workspace this morning. Import your member roster this afternoon. Send your members the portal link tomorrow — and watch your directory stay current without anyone chasing it.
14 days free · Card required · Cancel anytime
