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 docid\ wurdmcx215pfiljfm5j8h 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 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 select the patron's profile under " patrons " 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 when you select the " + ," you can choose a previously created household or create a new one by clicking new household at this point, you can create the name of the new household and save that for the patron profile by selecting continue once created and added, this household id will be available under household to be added to other patrons' profiles (as needed) view household statistics once a household has been set up, you may wish to view the statistics or spending habits of that household to view that information 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 select the patron's profile under " patrons " from here, you can select the household name (under the patron details) by selecting that household, you will then be able to view statistics for that group you can also add more members add notes remove members view all member activity