Add a couple or household
Platform: ResiOnboarding · For: Sales, Executive Director, Department leads
When two people move in together, each gets their own record and they are linked as a household.
- Choose Residents, then Add Resident.
- Enter the first person's name.
- Tick Moving in with a spouse or partner.
- Choose how the first person is related, under is the…
- Enter the spouse or partner's First Name. Last Name, Date of Birth and Relationship are also available.
- Enter the Unit Number and Move-in Date. They apply to both residents.
- Select Add Both Residents.
The household page opens next.
On the household page
- Overview lists both people. Use Open profile to work on one person.
- Timeline shows activity. Filter with Everything, Household only or one person's name.
- Shared tasks lists tasks that apply to the whole household.
Good to know
- Care level, allergies, dietary preferences and contacts are recorded for the first person only. Add the second person's details on their own profile.
- On the Residents list, a household shows as one row marked Couple.
- A household's Readiness Score is the lower of the two scores. Members differ means they are at different levels.
Separate a household
- On the household Overview, select Unlink beside the person.
- Select Remove from household.
Their record, tasks and history are kept. They appear on the list as an individual again.
If something goes wrong
If you forgot to link two residents when you added them, contact support by choosing Help & support.