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Manage Household Clients

Add clients to households, remove clients from households, and manage client assignments for comprehensive family-based financial planning.

Required Permissions​

households

Overview​

Managing household clients involves adding family members to households, removing clients when relationships change, and maintaining accurate household composition. This ensures that family-based financial planning remains organized and effective.

Adding Clients to Households​

From Household Details Page​

  1. Navigate to the household details page
  2. Click the Add Client button in the Household Clients section
  3. Select clients from the available clients list
  4. Click Add to Household to assign the client
  5. The client will be added to the household immediately

From Client Details Page​

  1. Navigate to any client's details page
  2. Click on the Households tab
  3. In the "Available Households" section, click Add to Household on any household
  4. The client will be added to the selected household

Creating New Households with Clients​

  1. Navigate to a client's details page
  2. Click on the Households tab
  3. Click + Create Household
  4. Fill out the household creation form
  5. The current client will automatically be added to the new household

Removing Clients from Households​

From Household Details Page​

  1. Navigate to the household details page
  2. Find the client you want to remove in the Household Clients section
  3. Click the Remove button on the client card
  4. Confirm the removal in the confirmation dialog
  5. The client will be removed from the household

From Client Details Page​

  1. Navigate to the client's details page
  2. Click on the Households tab
  3. Find the household you want to remove the client from
  4. Click Remove Client on the household card
  5. Confirm the removal in the confirmation dialog

Client Management Features​

Client Search and Filtering​

  • Search Functionality: Find specific clients quickly using search
  • Filter Options: Narrow down available clients by various criteria
  • Client Status: View client status and availability
  • Recent Activity: See recently added or modified clients

Client Information Display​

  • Client Cards: Each client is displayed with:
    • Client name
    • Email address
    • Phone number
    • Current household assignments
    • Action buttons for management

Bulk Operations​

  • Multiple Selection: Select multiple clients for batch operations
  • Bulk Add: Add multiple clients to a household at once
  • Bulk Remove: Remove multiple clients from a household
  • Batch Updates: Update multiple client assignments efficiently

Best Practices​

Client Assignment Strategy​

  • Family Relationships: Group clients with genuine family relationships
  • Life Stage Alignment: Consider life stage compatibility within households
  • Service Needs: Group clients with similar service requirements
  • Communication Preferences: Consider family communication patterns

Household Composition​

  • Appropriate Size: Balance household size with advisor capacity
  • Logical Grouping: Ensure household composition makes sense
  • Flexible Structure: Design households that can adapt to changes
  • Clear Purpose: Maintain clear household purposes and goals

Client Movement​

  • Regular Reviews: Periodically review household composition
  • Life Changes: Update assignments when family circumstances change
  • Service Evolution: Adjust assignments as service needs evolve
  • Documentation: Record reasons for client movement

Common Scenarios​

Family Life Events​

  • Marriage: Add spouse to existing household or create new household
  • Divorce: Consider separate households for divorced spouses
  • Children: Add children to appropriate household
  • Elderly Care: Adjust household composition for care needs

Service Changes​

  • Service Expansion: Add clients requiring new services
  • Focus Shifts: Move clients between households as needs change
  • Specialization: Assign clients to households with specialized advisors
  • Geographic Changes: Reassign based on location or service area

Relationship Changes​

  • Family Growth: Add new family members to households
  • Family Separation: Create separate households when needed
  • Guardianship: Adjust household composition for guardianship situations
  • Estate Planning: Organize households for estate planning purposes

Troubleshooting​

Common Issues​

Cannot Add Clients​

  • Check Permissions: Ensure you have household management permissions
  • Verify Client Status: Confirm clients are active and available
  • Review Household Capacity: Check if household has capacity limits
  • Client Conflicts: Ensure clients aren't already assigned to other households

Cannot Remove Clients​

  • Check Permissions: Verify you have client removal permissions
  • Confirm Client Assignment: Ensure client is actually assigned to household
  • Review Dependencies: Check for any dependent relationships
  • Contact Administrator: Request assistance if issues persist

Clients Not Appearing​

  • Refresh Page: Try refreshing the browser page
  • Check Filters: Ensure search filters aren't hiding clients
  • Verify Client Data: Confirm clients exist in the system
  • Check Network: Ensure stable internet connection

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

Integration with Other Features​

Assessments​

  • Household Assessments: Conduct assessments at the household level
  • Family Planning: Use household structure for family financial planning
  • Coordinated Strategies: Develop coordinated strategies across household members

Goals​

  • Household Goals: Set and track goals at the household level
  • Family Objectives: Align individual goals with household objectives
  • Shared Resources: Coordinate goal achievement across household members

Vision Statements​

  • Family Vision: Develop household-level vision statements
  • Aligned Values: Ensure individual visions align with household values
  • Coordinated Planning: Use household structure for coordinated planning

Next Steps​

After managing household clients, you can: