title: “Create and link a family” description: “Group several members in a family sharing address, tax receipt and child check-in.” audience: [“staff”] modules: [“crm”,“check-in”] estimated_minutes: 3 last_reviewed: “2026-05-03”

Create and link a family

A family groups members who live together. They share address, primary phone and, optionally, a consolidated tax receipt.

TL;DR

CRM → Families → New, add the head of household, append members and set relationships.

Steps

1. CRM → Families → New family. 2. Set a family name (typically the common surname). 3. Add the head of household from the search. 4. Add spouse and children. Set each one’s relationship. 5. Mark the shared primary address and phone. 6. If you want a consolidated tax receipt, tick the option at the bottom. 7. Save.