Add a Member to a Household

The Loyalty platform supports the concept of "householding," where multiple Members in the same family are grouped together for the purpose of sharing loyalty membership benefits, such as pooling their Metrics.

From the Household tab on the Member Profile screen, Customer Service Representatives can add other Members to the currently selected Member's household.

1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

3. Select the Household tab.

4. Within the Pool Contributors section, click the Add Member icon. The Add Contributor pop-up window is displayed.

5. In the Select Member drop-down menu, search for and select the desired Member. 

6. Click Add. Please note that a Member can belong to only one household. If you attempt to add a Member to this household, and they already belong to a different household, the platform displays an error message.