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How to create, edit, and delete a family

Gracely makes it easy to organize individuals into family groups to track household-level data like giving, attendance, and contact details.

Support Team avatar
Written by Support Team
Updated over 2 weeks ago

Create a Family

  1. Navigate to the Families section from the left sidebar.

  2. Click the Add family button at the top right.

  3. In the modal:

    • Enter the Family name.

    • Use the Family members search field to select individuals.

  4. Click Create to save the family.

πŸ“ Tip: You can add more members later or adjust the head of the family as needed.

Edit a Family

  1. From the Families list, click on a family name to open its profile.

  2. To:

    • Edit details: Click Edit details and update the family name.

    • Add or remove members: Click Add family members or use the three dots β‹― beside a member to remove or make them Head of Family.

  3. Changes are saved automatically or via confirmation buttons.

Delete a Family

  1. Open the family profile.

  2. Scroll down on the left panel and click Delete Family.

  3. Confirm your decision in the popup.

🚨 Warning: This action is permanent and will remove the family grouping (not the individual members).

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