Add a new contact and assign them to a household

TABLE OF CONTENTS

• Introduction 
• Create a new contact for a new household member  
• Assign a household to the new contact  

Introduction 

A ‘household’ is a group of community members who share the same address. For example, parents and children who live at the same address.  

 Sometimes extended family (for example, grandparents) or a new spouse comes to live with a school family. This guide shows how to add them as a new contact in Zunia and assign them to the family’s household.  

Create a new contact for a new household member  

First, add the new household member as a community member.  

1. Go to School community profiles > Community members.  

2. Select Add community member. In Member info enter the new member's name and personal details then select Next.   

3. In Contact info enter their contact details. Add the household address in Home address, then select Next.   

4. Add all the information you have in Background info, then select Finish.   

The new contact’s community member ID and details display.   

Assign a household to the new contact  

1. In Relationships > Households select the 3 dots next to the new community member’s name. Then select Move to another address.   

2. Enter the name of the person the new contact is living with and select search. The new household member’s details display. Select their name, then select Proceed.   

3. A message will display telling you that the address of any students living with this person will be updated. Select Proceed to assign the household to the community member.