Households will be found under your People section of the Dashboard. Here you can see your total households, create new households, or edit existing ones.
Creating Households
Within your Subsplash Dashboard, navigate to People > Households and use the following steps to begin creating Households.
In the upper right corner, click Create Household.
To create the new Household, search the name of a user that will be included in the Household and select their profile.
Once selected, you'll be navigated to the Household created for the user. By default, our system uses the Last Name of the selected user as the name of the Household.
Editing Households
Once your Households have been created, use the image above for more information on how Households can be edited.
The Household Name automatically defaults to the last name of the first user added during household creation. If multiple households share the same last name, you can update this field to help distinguish them.
The Address field specifies the default address for all users in the Household. Note that this may differ from the address listed on an individual user’s profile.
By default, Giving Statements are combined into a single statement for two selected adult profiles in a Household. If a Household prefers separate statements, you can change this setting to Individual Statement.
Search for and select the profiles of additional members you want to add to the Household.
For each user added to the Household, specify if the profile is for an Adult or a Child. To remove a user, select the three-dot menu next to their name.
After making changes to the Household, select Save.
Household Giving Statements
Use the Giving Statements setting to determine if a household receives one combined statement or individual statements for each user who made donations during the specified period. This preference must be set individually for every household.
For more information about Giving Tax Statements, see our article here.
As you determine which setting to use for a household, here are some helpful tips to consider:
By default, this setting will be set to Combined Statement if there are two adults in the household. If there are three or more adults, it will default to Individual Statements. If a specific Household prefers an individual statement, you can update the setting to Individual Statement and select Save.
If a household has more than two adult profiles, you'll be prompted to select up to two of those profiles to receive a combined statement. Choose the desired profiles and click Save to apply the change. The additional profiles will receive an individual statement.
If a Household has the Combined Statement setting selected, the address displayed on their statement will first be sourced from the address listed in their Household Basic Info settings. If the Household Basic Info does not contain an address, the system will instead pull the address from the profile of the individual member who donated most recently. Should neither the Household Basic Info nor any adult profiles have an address listed, the address field on the statement will be left blank.
Currently, Child profiles cannot be included in a combined statement. They will receive an individual statement if applicable.
Migration FAQs
If you are migrating your households from Church Management over to People, here are some common questions.
Am I a candidate to migrate household data from Church Management to the primary Subsplash Dashboard?
Am I a candidate to migrate household data from Church Management to the primary Subsplash Dashboard?
If your organization is currently using or has recently used Households in the Church Management dashboard, you should migrate your household data.
If you haven’t used Church Management Households in a while, but the data you placed there is still accurate and relevant to your organization, you should migrate your household data.
You must be on a Subsplash One package in order to migrate your household data.
Your people profile data must be unified between Subsplash and Church Management (profiles and contacts are mirrored in both systems) in order to migrate your household data.
Contact support here if you need to unify your People data.
Why should I migrate my households?
Why should I migrate my households?
You will benefit from continued improvement, integration, iteration and maintenance of those new systems on the Subsplash Platform.
The legacy versions of check-in and households in the Church Management dashboard has been sunset effective Sep 30, 2024. If you are still using these legacy features currently, you will still be able to migrate and export your data, but legacy check-in and households are no longer supported.
Did we mention that the new Check-in is amazing?! It even integrates with your mobile app. Click here to learn more!
How do I migrate my households?
How do I migrate my households?
Navigate to your primary Subsplash Dashboard and head to Events > Check-in using the side menu.
From there, if you are a candidate for migration, you will see the option to migrate households. Click the button to continue.
PLEASE NOTE: Only users with the role of Admin can initiate migration.
Choose to migrate or “start fresh.”
If you start fresh, households will NOT be migrated, but you will be given access to the new Check-in and Household features. You can then import or manually create households via People > Import or People > Households respectively. Families can also create households themselves when they use the Check-in Kiosk on Sunday morning.
If you choose to migrate, confirm your selection and then wait a few moments while the migration processes. Click ‘ok.’ You will be informed when your migration is complete and will be taken to the new Check-in overview page.
What changes when I migrate my households?
What changes when I migrate my households?
Your account will gain access to the new Check-in and Household features located in your primary Subsplash dashboard.
Your household data from your Church Management dashboard will be imported into its new home in your primary Subsplash dashboard (unless you chose to “start fresh”).
The legacy version of households in Church Management will disappear.
PLEASE NOTE: Any custom forms in Church Management will no longer be able to create or edit households once households have been migrated. Be sure to discontinue use of any custom forms that created or edited household data.
You will retain access to the legacy check-in feature, but it will now use the households data stored in its new home in your primary Subsplash dashboard. This is intended to make your transition to the new version of Check-in easier, as you can still use the legacy version as needed.
The legacy version of check-in will disappear after 60 days of inactivity.