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Change or retire a household

Update, transfer, or retire household context with explicit safeguards. The requested change completes without orphaning people or crossing organization…

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers
Required access
members.delete
Where in PositiveForm
/households/:householdId/settings
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Who this is for

This guide is for an organization owner or manager: renaming a family, moving them to another location, or removing a household entirely.

These are the household actions that affect everybody in it at once. Renaming and moving need members.change; deleting needs members.delete, which is the stronger grant and is why an owner usually does it.

Before you begin

  • Know that moving a household moves everyone in it. It is not a way to move one person.
  • End, or schedule the end of, any live subscription at the current location before moving. PositiveForm requires it; see Manage member lifecycle and subscriptions.
  • Before deleting, check what is attached. A household that has ever had a billing profile cannot be deleted at all, and retiring it is what you actually want.
  • Moving is offered only when your organization has more than one location.

Steps

  1. Click Households in the left navigation and open the household. It opens on Overview. Everything below is under More on the header.

Rename, restate, or annotate

  1. Click More, then Rename / edit details. (The Edit link beside Notes in the Household block opens the same dialog.)
  2. Edit Household name.
  3. Set Status: Active, Planning for a family who is set up but not trading yet, or Retired for one who has left.
  4. Use Staff notes for context colleagues need. These are internal.
  5. Click Save changes.

Move the family to another location

  1. Click More, then Move to another location. The Move household dialog states what it does: everyone in the household moves with it, and a live subscription at the current location has to be ended, or set to end, first.
  2. Choose a New home location. Only your organization's other locations are offered.
  3. Click Move household.

Delete the household

  1. Click More, then Delete household.
  2. Read the confirmation: people remain as standalone records, and a household with billing history cannot be deleted.
  3. Click Delete household again to confirm.

Expected outcome

Saving confirms with Household updated, and the name, status, and notes persist.

Moving confirms with Moved 4 people, naming how many moved, so you can check the number against the family you expected. The household and everyone in it now sit at the new location, and it appears there in the households list. History does not follow: attendance already taken stays attached to the location where it happened, and member numbers do not change, because a number is how staff refer to a person out loud.

Deleting removes the household and its Connections, and returns you to the households list with Household deleted. The people themselves remain as standalone records rather than being deleted with it, and nothing crosses into another organization.

Recovery

If you clear the name and save, PositiveForm refuses with Household name is required. and highlights the field.

If saving fails, you get the reason, or Couldn't update that household., and nothing changes.

If the move fails, you get the reason, or That household could not be moved. The usual reason is a live subscription at the current location: PositiveForm names the people, as End or schedule the end of these memberships before moving the household: Casey Lee. End it or set it to end, then move again. The household stays where it is meanwhile.

If Move household stays disabled, you have not chosen a new location yet.

If the moved count is not the number you expected, you have moved a different family than you meant to. Check the household name before doing anything else; moving it back is possible but the same subscription rule applies in reverse.

If deleting is refused with This household has billing history. Archive it instead of deleting it., that is the safeguard. Set Status to Retired instead. Any other failure gives Couldn't delete that household.

If Move to another location is missing, your organization has only one location. If Rename / edit details is missing, your role does not carry members.change; if Delete household is missing, it does not carry members.delete. Ask an organization owner.