Group members into a household

A household ties family members together, so the desk can check them in as a group and share one set of contact details. Here's how to build and manage one.

Create a household

1. Press New household.

2. Name it after the family and press Create household.

   The box suggests e.g. Smith household. You land on the new household's page.

Add members

1. On the household, press Add member.

2. Search by name or email and add each person.

   If someone is already in another household, adding them here moves them over. Before anyone is added, the list reads No members yet. Add the first one to get started.

Set the primary contact

Press Make primary on the member who should be the default for shared communications. They get a Primary badge. A household has one primary at a time.

Shared address and notes

The Shared address is a household-level default staff can reference — members still keep their own addresses. Internal notes is for staff only. Changes collect in a save bar; press Save changes.