Create a New Household

1. Click Manage, then Households

2. Click the Householding button in the upper right corner of the Household page

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 Create New tab, input a household name and click Next button.

5. Step 3 - Head of Household. If you’re mapping two or more clients to a household, select one of the clients to be a Head of Household, then click Confirm. If only one client is being mapped to a household, that client is automatically set as the Head of Household.

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