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Creating a New Household

This article explains how to create a new household, a type of Client Group.

To create a new household:

  1. In the top navigation, click Client.
  2. Click Client Actions.
  3. Click Client Groups.
  4. Click Add New Groups.
  5. Under Add Client Group, enter the Name of the new Household.
    Note: The Primary Contact field is not required. If desired, once you have added Clients to the Household, you can click the Primary Contact drop-down menu to select a Primary Contact for the new Household.
  6. Click the Client Group Type drop-down menu, and then select Household.
  7. Under Add Clients to Group, enter the name of a desired client in the Search field. 
    Note: You can also use the scroll bar to view clients if desired.  
  8. When you have found the desired client, click the plus sign icon to the right of their name to add the client to the Household. 
  9. Repeat steps 6 and 7 until you have added all desired clients to the new Household.  
  10. Click Save Client Group.

    You can now see the newly-created Household on the individual members of the Household.