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Add to Existing Household

  1. Click Manage, then Households

  2. Click the Householding button

  3. Step 1 - Select Clients. You can only create one household at a time. Search for the clients to map to a household by using the “Search Client Name” search box or by sorting any of the column headers. Select the clients to map by clicking the checkboxes next to the Client Names, then click the Next button.

  4. Step 2 - Select Household. Under the Add to Existing tab, search for the existing household to map the client to, select that Household, and then click Next

  5. Step 3 - Head of Household. Confirm the Head of Household and click Confirm.

  6. On the Household Info page, continue householding by clicking the Continue Householding button in the blue banner.

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