Household Management

Overview

The Household Management feature allows you to group individual patron accounts into a shared household. This enables shared access to memberships, combined order history and household reporting.

Enable Household Management

  1. Navigate to CRM > Settings > CRM Settings

  2. Check the Enable Households setting

  3. Save your changes

    image.png

Create Households

  1. Navigate to CRM > Customer Management > Customer Details

  2. Click Add

    image.png

  3. Toggle to Add Household

  4. Enter Household Name

  5. Click CREATE HOUSEHOLD to continue adding households or click ADD + CLOSE to exit the household setup

image.png

Add Patrons to a Household

  1. Load the patron account in CRM > Customer Management > Customer Details

  2. Click the HOUSEHOLDS button at the top

    image.png

  3. Click the + button in the household container

    image.png

  4. Search for the applicable household

  5. Click the JOIN button next to the household

    image.png