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Household Details

View and manage comprehensive information about a specific household and its assigned clients.

Required Permissions​

households

Overview​

The Household Details page provides a comprehensive view of household information, client assignments, and management options. This page serves as the central hub for all household-related activities.

Accessing Household Details​

From Client Details Page​

  1. Navigate to any client's details page
  2. Click on the Households tab
  3. Click View Details on any household card
  4. You'll be redirected to the household details page

Direct Navigation​

  • Use the household details URL: /households/{orgId}/{householdId}/details
  • Navigate from household listings or search results

Household Information Section​

Basic Information​

  • Name: The household's display name
  • Description: Additional context about the household's composition
  • Advisor: The advisor responsible for managing this household
  • Created Date: When the household was established

Management Actions​

  • Edit Household: Modify household information and settings
  • Back Navigation: Return to the previous page

Household Clients Section​

Client List​

The household clients section displays all clients currently assigned to this household:

  • Client Cards: Each client is displayed in a card format showing:
    • Client name
    • Email address
    • Phone number
    • Action buttons for viewing details or removing from household

Client Management Actions​

  • Add Client: Add new clients to the household
  • View Client: Navigate to individual client details
  • Remove Client: Remove clients from the household

Empty State​

When no clients are assigned to the household:

  • Empty State Message: Clear indication that no clients are assigned
  • Add First Client Button: Prominent call-to-action to add clients
  • Helpful Guidance: Instructions on how to get started

Available Clients Section​

Client Selection​

  • Available Clients List: Shows clients that can be added to the household
  • Client Information: Displays client name, email, and phone
  • Add to Household Button: Quick action to add clients

Client Search and Filtering​

  • Search Functionality: Find specific clients quickly
  • Filter Options: Narrow down available clients by criteria

Management Features​

Edit Household​

  1. Click the Edit Household button
  2. Modify household information in the edit modal:
    • Update household name
    • Change description
    • Reassign advisor
    • Update status
  3. Save changes to update the household

Add Clients to Household​

  1. Click Add Client button
  2. Select clients from the available clients list
  3. Confirm the addition to assign clients to the household

Remove Clients from Household​

  1. Click Remove button on any client card
  2. Confirm the removal in the confirmation dialog
  3. Client will be removed from the household

Page Navigation​

  • Back Button: Return to the previous page
  • Breadcrumb Navigation: Understand your current location
  • Quick Actions: Access common household management tasks

Client Navigation​

  • View Client Details: Navigate to individual client pages
  • Client Context: Maintain household context when viewing clients

Best Practices​

Household Management​

  • Regular Reviews: Periodically review household composition and effectiveness
  • Clear Documentation: Maintain descriptive household names and descriptions
  • Advisor Alignment: Ensure advisors have appropriate expertise for their households
  • Status Management: Use inactive status instead of deletion when possible

Client Organization​

  • Logical Grouping: Group clients with genuine family relationships
  • Appropriate Size: Balance household size with advisor capacity
  • Flexible Structure: Design households that can adapt to family changes
  • Clear Communication: Document household purposes and client assignments

Troubleshooting​

Common Issues​

Cannot Access Household Details​

  • Check Permissions: Ensure you have households permission
  • Verify Household Exists: Confirm the household ID is correct
  • Contact Administrator: Request appropriate permissions if needed

Clients Not Loading​

  • Refresh Page: Try refreshing the browser page
  • Check Network: Ensure stable internet connection
  • Verify Client Data: Confirm clients exist in the system

Cannot Add Clients​

  • Check Permissions: Ensure you have client management permissions
  • Verify Client Status: Confirm clients are active and available
  • Review Household Capacity: Check if household has capacity limits

Getting Help​

  • Contact your system administrator for permission issues
  • Use the in-app help features for context-specific assistance
  • Refer to the troubleshooting sections in other guides

Next Steps​

After reviewing household details, you can: