ResiOnboarding HelpBook a walkthrough

Manage a household

Platform: ResiConnect ยท For: Activities, Executive Director

A household links residents who share a unit, so they appear as one row on the Residents page.

Create a household

  1. Open a resident's page.
  2. In the household bar, select Create household.
  3. Under Link a resident (same community only), search for the other person.
  4. Check the Household name, Household type and Shared unit.
  5. Set each person's relationship, then the Primary resident and Primary contact.
  6. Select Create household.

You can also add a couple from the start. See "Add a resident and invite them to the portal."

Work in a household

  1. Select the household row on the Residents page.
  2. Use the tabs: Overview, Unified Timeline, Shared Logistics, Household Contacts and Unit Info.
  3. Add Shared notes on the Shared Logistics tab.
  4. Select Edit household to change the name, shared unit or status.
  5. Select Add resident to link another person from the same community.

Remove or delete

Good to know

If something goes wrong

If a person can't be linked, check that both residents are in the same community. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.

Still stuck? Ask our chatbot in the bottom right corner, or send us a message.