Clients and Households

Every person you serve is either a client or a contact, and both live inside a household. For how these fit into the bigger picture, see Key Concepts.

• Client — a person with their own record who receives services. A client can be the Head of Household or a regular member.
• Contact — a non-client member of a household (for example a spouse, a child, or extended family). Contacts are recorded for context; they don’t have their own service record.
• Household — the group a client and their contacts belong to. It has its own location and a count of adults and children. A household has exactly one Head of Household (HoH), and minors are flagged as such.

Managing household members

Open a client’s profile and find the household summary near the top. From Manage Household Members you can:

• Add a contact — a non-client member. You’ll enter their name, household role, and date of birth (date of birth is required so the system can tell members apart).
• Add a client — search for an existing client and add them to the household. Selecting a result adds them immediately.
• Swap Head of Household — change which member is the HoH.
• Move or remove members.
• View household history — toggle between Current members and History to see past members and reactivate someone if needed.

Tip

Use Add client to link two existing clients into the same household rather than creating a duplicate record.