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Creating a Household

How to create a new Household

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Creating a Household

From the Clients page, the default view is Accounts. Click the grey box and toggle to Household View under Household Modes.

Click the Actions button on the top right โ†’ Create Household.

From here, you can name your new Household and select which accounts will be part of that Household.

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