Alcova User guide
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Clients

Add a household

Add a household to Alcova with its first member, the primary contact. You can add the rest of the household afterwards.

Before you start

If your organisation's households come from a connected CRM, such as Salesforce, you cannot add households in Alcova. Add the household in the CRM instead.

Add the household

  1. In the sidebar, select Clients, then Households.

  2. Select Add Household.

  3. In Household Name, enter the household's name, for example "Okonkwo Family".

  4. Under Primary Contact, enter the person's First Name, Last Name and Email Address.

  5. If you know them, enter a Phone Number and a Mobile Number. A number without a country code is read as an Australian number.

    The New Household page filled in for the Okonkwo Family, with Adaeze Okonkwo as the primary contact

  6. Select Create Household.

Alcova opens the new household's page. Check the household's status in the Status menu at the top of the page, and change it if you need to. See Change a household's status.

To leave without adding the household, select Cancel.

What happens next

If something goes wrong

If a required field is empty or not valid, Alcova shows a message under the field when you select Create Household. Fix each field, then select Create Household again.

The New Household form with messages under Household Name, First Name, Last Name and Email Address
MessageWhat to do
Household name is requiredEnter a name for the household.
First name is required or Last name is requiredEnter the primary contact's first and last names.
Email is required or Invalid email addressEnter the primary contact's email address, for example adaeze.okonkwo@example.com.au.
Enter a valid phone number for Australia, or start with a country code.Check the number. For a number outside Australia, start with the country code, for example +64.

If Alcova cannot create the household, a message shows at the top of the form. Your details stay in the form, so you can try again.

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