Patrons CRM
Patron Profiles

Create a Household

2min

Households are a way to view the spending habits of a household. For instance, a married couple might have separate patron profiles but be viewed as a household for spending statistics.

If desired, these can be imported when you Import Patrons to Ludus or set up at any time on your Ludus admin account.

Set up a Household

To set up a Household in Ludus with existing customers:

1

Navigate to the search bar/magnifying glass at the top right of your admin panel and search for the patron you wish to start the Household with.

2

Select the Patron's profile under "Patrons".

Document image

3

Once selected, hover your mouse over the Household field and select the "+" icon to add a household. If no Household has been added before, it will say "None" as well.

Document image

4

When you select the "+", you can choose a previously created Household, OR set up a new one when clicking New Household.

Document image

5

At this point, you can create the name of the new Household and save that for the patron profile by selecting Continue.

Document image

6

Once created and added, this Household ID will be available to add to other patron's profiles (as needed) under Household.

Document image