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 Setup > CRM > CRM Settings
  2. Check the Enable Households setting
  3. Save your changes
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Create Households

  1. Navigate to CRM > Customer Details
  2. Click Add
  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
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Add Patrons to a Household

  1. Load the patron account in CRM > Customer Details
  2. Click the HOUSEHOLDS button at the top
  3. Click the + button in the household container
  4. Search for the applicable household
  5. Click the JOIN button next to the household
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