Households let you keep track of families or people living in the same house. People can be in multiple households, but each Household has one Primary Contact. When updating the home phone or home address of anyone in a household, you have the option to save it for everyone in the household.
A household can be initiated in Services, Registrations or a People form, and it will show as Pending on a person's profile. In the case of a pending household, the primary contact will receive an email requesting they verify the new member of the household. In addition, a Manager can approve or deny the pending member.
Check out this clip from Planning Center University.
People who live in the same house should be in one household. But, there are some exceptions and recommendations we have to keep your database clean.
If they can legally sign a document, they should be in their own household. This includes, but is not limited to:
Children who are 18+ but living at home.
Relatives that live in the same house.
If you want someone to be able to check in people from another household, make them a Trusted Person in Check-Ins.
From a person's profile page, you can view members of their household in the Household section on the right.
Click the pencil to make any changes to the household.
People marked as Adult on their profile will be listed in the top section of the household, regardless of whether or not they are the parent.
The household shows all the members as well as their contact information. The default name of the household is the Primary Contact's last name, but you can change the name of the Household.
Add or remove a household image that shows on the Directory.
The Primary Contact for the household is labeled. To change the contact, click the gear.
When you click the gear, you can remove a person from the household or make that person the Primary Contact.
If you remove the person from the household, they still exist in your database. If you need to remove a person from your database, make theminactive.
Add a new person to the household by searching for existing people in your database. If the person doesn't exist in your database, you can add them.
Remove the household. Profiles will not be deleted when you remove the household, but the household will no longer exist.
Click Save to keep any changes you made, or click cancel to exit the screen without saving changes.
If you click Other Households in the top right, you can see other households the person belongs to or add them to another household.
If someone is in multiple households, you can show that on their profile by adding another household.
You should never place people outside of actual families into households. If you think you want to combine people who aren't in an actual family into a household, check out our Household Tips about using a roster station or a group.
Click Other households to manage other households for a profile.
Click an existing household to edit it.
Add a new household by searching the database or creating a new one.
If someone is no longer part of a household, you can remove them from it.
From the person's profile, click the pencil icon to edit the household.
Click the gear next to the person you'd like to remove from the household, and then choose Remove.
The household will still be active, but the person will be removed from it. If you'd like to delete a household as a whole, you can click Remove household, and the household will be deleted with all members removed.
If you want to find people in more than one household, create a list and email Support to add a custom report for people in more than one household.
Create a list of people in a household.
From the Results tab, click the printer icon, and then choose the report Support added to your account.
If you edit the Primary Contact's Home Phone Number or Home Address, you can choose to update it for everyone else in the household as well. If you don't want to update that information for other members of the household, uncheck the box.
The type must be Home for it to prompt you to update for all household members.