How do I create Families and Relationships?

New families are automatically created when you add a new person to the system. The person will be the Family Manager of their own family. Their initial position is selected from the "New Person" pop up under the General > Family section.

Navigate to the individual's profile, go to the bottom right-hand side of the page, and you'll find the Family section. Click the pencil icon to enter edit mode. From there, you can add family members by typing names into the search box.

To indicate a romantic relationship, use the heart icon between two people. You can also click the three-dot menu next to any family member to view their profile, remove them from the family or set them as the family manager. You can also assign a position and an optional tag such as “child” or “guardian.”

A Family Tag helps you qualify further for the family position. It corresponds to this field in the user interface:

For example, the position could be "Child" and the tag could be "granddaughter."

It's an optional field.

You can add extra relationships between two people in the system (i.e., aunt, uncle, friend, coach, etc.). This can be done within the "Relationships" tab of a person's profile.

This allows you to create social connections between two people and also label them and notate the relationship. You can specify each side of the relationship, and the connected profiles will be accessible on both profiles with the appropriate label (i.e., the profile will show sister on one end and brother on the other). A set of common relationship labels has been added to the system, but you can create new ones using the cog menu next to the dropdown as needed.

New families are automatically created when you add a new person to the system. The person will be the Family Manager of their own family. Their initial position is selected from the "New Person" pop up under the General > Family section. 

You can add extra relationships between two people in the system (i.e. aunt, uncle, friend, coach, etc.). This can be done within the "Relationships" tab of a person's profile. This tab was formerly named Family.

This allows you to create social connections between two people, and also label them and notate the relationship. You can specify each side of the relationship and the connected profiles will be accessible on both profiles with the appropriate label (i.e. profile will show sister on one end and brother on the other). A set of common relationship labels has been added to the system, but you can create new ones using the cog menu next to the dropdown as needed.

Connections between two families can be done via relationships that allow you to explicitly indicate the nature of that relationship. People can only be part of a primary household with any external relationships being set separately.

A Family Tag helps you qualify further the family position. It corresponds to this field in the user interface:

For example, the position could be "Child" and the tag could be "Granddaughter"

It's an optional field.