Skip to content
PositiveForm

Create and find a household

Create a household and find it in the household directory. The new household opens in its People workspace and remains searchable.

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers, Staff
Required access
members.change
Where in PositiveForm
/households
Open in ChatGPT Open in Claude View Markdown

"Copy for AI" puts the full Markdown of this page on your clipboard. Paste it into ChatGPT, Claude, or any assistant and ask it to walk you through the steps.

Who this is for

This guide is for desk staff, managers, and owners.

A household is the family. It is what billing attaches to, what siblings share, and what a parent belongs to even when they do not train themselves. Most people get one automatically when they are created as a member; you come here when you need to make one directly, or to find an existing one.

You need the members.change permission.

Before you begin

  • Check the location picker at the top of the console. Households are listed for the selected location.
  • Consider whether you actually need a new household. Adding somebody as a member creates one for them; creating a second household for the same family is the common mistake, and it splits their billing.

Steps

Find a household

  1. Click Households in the left navigation. The count under the heading tells you how many exist at this location, for example 5 total.
  2. Type into Search households to narrow the list by name.
  3. Use All statuses to include or exclude households that are no longer active.
  4. Read the columns: Name with its location beneath, Members, Adults, Status, and Last change.
  5. Click a household to open it. It opens on its Overview tab, beside Billing and History. Settings is under More on the header.
  6. Move through long lists with Previous and Next; the counter between them shows where you are.

Create a household

  1. Click Add household.
  2. Give it a name families and staff will recognise, usually the family name.
  3. Save it.

Expected outcome

A new household opens on its Overview tab, ready for you to add the family; see Add an existing person to a household.

It is immediately findable: it appears in this list at the selected location, with its member and adult counts, and it can be searched for by name.

The household is what a billing profile attaches to, so it is the record you return to when the family starts paying; see Create a household billing profile.

Recovery

If a household you expect is missing, check the location picker first. The list is scoped to one location, and a family that moved is at the other one.

Then clear the search box and set All statuses, in case a filter left from earlier is hiding it.

If you find two households for the same family, do not delete either until you have looked at both. One of them probably has the billing profile and the history; see Change or retire a household before removing anything.

If creating fails, PositiveForm shows the reason and nothing is created.

If Add household is missing, your role does not carry members.change.