Add and update households

Administration → Members & households is where the office keeps the directory up to date. Only the secretary (or whatever your church calls the office role) and the webmaster can open it.

Logins and staff roles aren’t here. They’re in People & access. See Approve new sign-ins.

Add a household

1. Open the Households tab and search for the family first, so you don’t make a second copy.
2. Open the Add a household tab.
3. Type the household name, for example “John & Mary Smith”. Tap Create household.
4. Reload the page, find the new household on the Households tab, and open it.
5. Open Add a member to this household. Type a first name, last name and birthday. Tick Adult for anyone 18 or older.
6. Tap Review new member, then Confirm and add. Repeat for each person.

New records start with email, phone and birthday sharing turned off. Adding someone to the directory doesn’t create a login for them.

Update a household

1. On the Households tab, type part of the name in Find a household and choose it.
2. Change the address, wedding anniversary or what the family shares. Each section has its own save button, like Save household details or Save sharing settings.
3. Under Family members, open a person to change their phone, email, birthday and sharing choices.

Families can also update their own details once they sign in. See Your family and teen logins.

Archive a family or a person

Use this when someone has passed away or no longer attends.

1. Open the household and scroll to Remove from the directory.
2. Choose The whole household or one person.
3. Add a reason if you like. Only the office sees it.
4. Tap Review, then Yes, archive.

Archived records are hidden from members and the printed directory, but kept. To bring one back, open the household (it shows “archived” in the list) and tap Restore to the directory, or Restore beside a person.

Archiving doesn’t turn off anyone’s login. Do that separately in People & access.

If something goes wrong

• “No matching households.” Check the spelling. Search for part of the last name.
• The new household or person doesn’t show up. Reload the page. New records appear after a reload.
• “Could not confirm…” Someone else may have changed this household at the same time. Reload and check before trying again.
• “This birthday is under 18.” Untick Adult and add them as a child.