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Managing Family and Household Details

How families stay connected and organized in the portal.

The My Family screen brings your whole household together in one place.

At the top you'll see a summary card with your family name, member count, and quick totals for Groups, Forms, and Events. Below that, your family is organized into tabs:

  • Members — everyone in your household, with the head of household highlighted.

  • Giving — family-level giving.

  • Attendance — events your family has attended.

  • Forms — forms connected to your family.

  • Groups — groups your family members belong to.

Adding and editing family members

If you're the head of household, you'll see an Add Member button and edit/remove controls on each member card:

  1. Open My Family and go to the Members tab.

  2. Click Add Member, fill in the details (Full Name and Email are required), and click Add Member to save.

  3. To update someone, click the pencil icon on their card, make changes, and click Save Changes.

⚠️ Note: When editing an existing family member, their email is locked ("Email cannot be changed to prevent issues with existing documents and records"). If you add an email that already belongs to someone in the church, you'll be asked to contact your pastor instead.

💡 Tip: If no family has been set up for you yet, you'll see a friendly empty state — just ask your church to connect your family members.

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