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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
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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.

Any staff member can browse this directory and create a household. Changing one afterwards, which is where the rest of these guides start, needs 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. The search term is deliberately kept out of the page address, because family names are personal.
  3. Use the status filter, All statuses by default, to show only Active, Planning, or Retired households. A household that is set up but not yet trading reads as Planning.
  4. Read the columns: Name, with the first names of the people in it and its location on the line beneath, then Members (everybody, adults and children alike), Adults, Status, and Last change.
  5. Click Name, Members, Adults, or Last change to sort by that column. A sort you choose stays in the page address, so the sorted view is what a shared link reproduces; with no sort of your own the list runs newest change first.
  6. Click a household to open it. It opens on Overview, beside Billing and History: - Overview is the family itself: anything outstanding, a card for each person, upcoming classes, the household's own details, and its connections. - Billing is who pays, their subscriptions, and recent invoices. - History is what has happened to the household, filtered by All, People, Billing, or Account.

There is no Settings tab. Renaming, moving, and deleting are under More on the header; see Change or retire a household. 7. Move through long lists with Previous and Next; Page 1 of 3 between them shows where you are.

Create a household

  1. Click Add household.
  2. Give Household name something families and staff will recognise, usually the family name.
  3. Click Create household.

Expected outcome

PositiveForm confirms with Household created and the 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. An empty list reads No households found after a search and No households yet when the location genuinely has none.

If the list itself fails to load, PositiveForm says Could not load households right now. with Try again, rather than showing you an empty studio.

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 you save with the name empty, PositiveForm refuses with Household name is required. and nothing is created. Any other failure shows the reason, or Couldn't create that household.