Summary: This guide explains how Admins can streamline their congregation's member management by efficiently grouping individuals into an existing household or creating a brand new one within the Tithely People area.
Before You Begin
You must have Admin permissions with access to the People area to manage and create households.
Grouping individuals into households is especially helpful for organizing families and generating combined household tax statements at the end of the year.
Step-by-Step Instructions
Log in to your Tithely account.
Select People from the left-hand menu.
Navigate to the All People section and check the boxes next to all the individuals you would like to group together.
Click the Add to Household button (represented by a house icon) at the top of the list.
Choose the option to either add the selected people to an existing household or create a completely new household.
Troubleshooting & FAQs
Why don't I see the Add to Household (house icon) button? The bulk action icons, including the house icon, will only appear at the top of your list after you have checked the box next to at least one individual's name in the All People list.
Can I generate a single tax statement for a whole family? Yes. Once individuals are grouped into a household, you can choose to generate Tax Statements by "Households" rather than "Individuals," which will consolidate their giving records onto a single statement.