Families often visit together, and tracking them as a unit is essential for effective follow-up. VisiConnect's family management features let you link related individuals and manage them as a household.

Creating Family Links

There are two ways to create family connections:

During Initial Entry

When adding a new visitor, you can include family members immediately:

  1. Fill in the primary contact's information.
  2. In the Family Members section, click Add Family Member.
  3. Select the relationship type (Spouse, Child, Parent, Sibling, etc.).
  4. Enter the family member's details.
  5. Repeat for each additional member.

Linking Existing Records

If family members already have separate records, you can link them:

  1. Open one family member's profile.
  2. Click Edit, then go to the Family tab.
  3. Click Link Existing Record.
  4. Search for the family member by name.
  5. Select the relationship type and save.

Family Relationship Types

VisiConnect supports various relationship types to accurately reflect different family structures:

  • Spouse: Married or partnered adults in the same household.
  • Child: Minor or dependent children.
  • Parent: Parent or guardian relationships.
  • Sibling: Brothers and sisters.
  • Other: Extended family, roommates, or custom relationships.

Family Check-in

When family members are linked, checking them in becomes much faster:

  1. Search for any linked family member during check-in.
  2. After selecting their record, click Check in Family.
  3. Select which family members are present.
  4. Complete the check-in for all selected members at once.

Household Contact Preference

For families, you can designate a primary household contact. This person receives communications on behalf of the family. To set this:

  1. Open the family's primary profile.
  2. In the family section, check Primary Household Contact.

Viewing Family Groups

The visitor list includes a Family Group view that shows households instead of individuals. Access it by clicking the view toggle above the visitor list and selecting Family Groups. This view is helpful for:

  • Sending household-level communications
  • Understanding family attendance patterns
  • Planning family-focused events
Best Practice: Always ask about family members when a new visitor arrives. Recording the complete family unit from the start prevents fragmented records and enables more effective follow-up.