Household Dashboard (CRM)
Households are a way to view a household's spending habits. For instance, a married couple might have separate patron profiles but be viewed as a household for spending statistics.
The Household Dashboard is only visible to users who have Full Admin permissions.
You can create and edit households in one of two ways.
Using the Household dashboard
By creating the Household directly on the Patron record.
Suggested Article: Create a Household
The Household Dashboard
The Household dashboard is used to create, view, and edit household accounts for your group.
Here you have the option to:
- Create a new household
- View the existing households and their members.
- Assign accounts to a household
- Edit the household.
- Delete A household record
Create a new Household
Navigate to Patrons and select Households.
Click on New Household.
Enter a household name; this will also populate the Unique Household ID field. Which you can change if desired.

Locate the new household you just created and click Assign to Patrons.
Select the patron records to add to the household by checking the boxes next to the name. You can use the search bar to locate the records, then click Save when done.
Click Create. This will create the household and bring you back to the Household Management screen.

Household Breakdown
Once a Household is created, you can access specific information (including spending stats).
To access this information: From here, you can select
- Go to Patrons (at the top of your account) -> Households.
- Once there, select the Household you wish to look at.
When you open each household, you will see:
Spending Stats
This will show how much has been spent on:
- Tickets
- Donations
- Passes
- Collections
- Add-Ons
View members of an existing Household
To view members of a Household. Click on the down arrow located in the center of the screen, next to the number of members. This will expand the household to show each member.
Remove/Edit Members of a Household
To remove an existing household member, expand the household on the dashboard by clicking the arrow, then click the remove button next to any records to remove.
Delete a Household Record
To delete a household record completely, click the Delete Icon on the far right of the household on the dashboard.
Edit a Household Name
To edit the name of an already established Household, click on the edit icon on the right of the dashboard. This will open up the name and allow you to change and save it.
