Working with Households
This guide showcases add-on features available only for those subscribed to Flocknote People. If you would like to learn more about these exciting new features, visit Flocknote.com/people. 🎉
Get started quickly with this short video! For more info including how to import members and group them into households in bulk, jump to the written section below.
To create a household:
- Select a group that contains the household. If you are a Super Admin, it's best to do this from the "Everyone" group which contains all your members.
- Go to the People page.
- Select a member and click the Create a household button in the top right-hand corner.
Friendly tip: Because the system will auto-assign the profile you're starting on as the "head of household", we recommend starting with the actual member you would like to assign as the "head", and building the household from there. However, you can create a household and make adjustments via any profile. To learn how to adjust heads of household, check out the article at the bottom of the page! ↓
When adding members to a household, we'll show you some suggestions we think may be related, and you can click to add them. Not suggesting the member you're looking for? No worries -- simply search for existing members via the white search bar. If you are still unable to find them, it's possible they are not in the network yet and you can add them by clicking the green Add a new member button.
After you've added a member, it will ask you to specify the members' relationship:
If you have more than 2 members added to the household, you will also be asked to specify the relationship between all others in the household. You can select from the dropdown options to change the ones that are pre-filled and make sure they are correct:
You can adjust the relationships and remove members from households at any time by hovering over the image and clicking the settings icon.
Please note: Super Admins have the option to allow or not allow regular members to add other people to their household. If you'd like to turn this option on or off, select the (---) icon from the main menu on the top left-hand side of your screen. Then select Security from the dropdown.
To import households in bulk:
You can organize and bulk import households by an External Household ID that you assign. When importing, please be sure to note this ID # as a separate column. The "head of household" defaults to whoever is on the spreadsheet first for each household. For example, Ricky, Fred, and Carolyn would be the heads of their households based on the spreadsheet below:
Just a friendly reminder: when you're ready to actually import, please be sure to line up the columns with the correct titles. For example, you'll want to select External Household ID in the dropdown for that particular column. For more info on the importing process, check out the articles at the bottom of the page.