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How to create, edit, and delete a family

Families help you group people who belong together in one household. This makes communication, giving, and pastoral care easier and more accurate. In Gracely, families are simple to create and manage.

Creating a new family

Use this when you want to group existing people into a household.

Step-by-step

  1. Go to Families from the left sidebar.

  2. Click Create new at the top of the page.

  3. Enter a Family name.

    • This is usually the last name, but you can choose any name you prefer.

  4. Start typing in the Family members field to search for people.

  5. Select the people you want to add to the family.

  6. Click Create.

The family is created instantly and will appear in the Families list.

💡 Tip: Family members must already exist as people before you can add them to a family.

Viewing a family

From the Families list:

  • Click on a family card
    or

  • Click See more details

This opens the family profile where you can manage members, giving, and attendance.

Editing a family

Once a family is created, you can update it at any time.

Edit the family name

  1. Open the family profile.

  2. Click Edit family name.

  3. Update the name.

  4. Save your changes.

Add family members

  1. Open the family profile.

  2. Click Add family members.

  3. Search and select people to add.

  4. Click Add members.

The new members will appear immediately.

Remove a family member

  1. Open the family profile.

  2. Click the three dots next to the family member.

  3. Select Remove from family.

The person will be removed from the family but will still exist as a person in Gracely.

Set the head of household

  1. Open the family profile.

  2. Click the three dots next to a family member.

  3. Select Make head of household.

The head of household is used as the main contact for communication and family details.

Managing family communication

From the family profile, you can:

  • Send email

  • Send SMS

  • Make a call to the main contact

This helps you communicate with the household quickly, without messaging each person individually.

Deleting a family

Deleting a family removes the household connection, not the people.

How to delete

  1. Go to Families.

  2. Open the family profile.

  3. Click Delete family.

  4. Confirm the action.

⚠️ Deleting a family does not delete the people inside it. All members remain in your People list.

Helpful notes

  • Families help keep giving and attendance organized.

  • Each family can have one head of household.

  • You can change family members at any time.

  • A person can only belong to one family at a time.

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