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How do I link two households?
How do I link two households?
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Written by Sam Ennis
Updated over a week ago

There may be times when you realize that you realize that a client should be added to a different household. To do this:

  1. Go to the household to which you want to add the client - the head of household will remain the head of the combined, updated household

  2. Click the "Add with details" button under the "Household members" section

  3. Search for the client you want to add

  4. Select the relationship to the Head of Household

  5. Click "Add to household"

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