Need to know how to add a Household? Welcome to the first step once you are logged into your goalgamiPro account. Follow the simple steps below and you will see how easy it is to add a household!
This is your dashboard screen. To add a household, click on the button in the upper right, “Add Household.”
Enter the Household name, followed by the Household Principals’ information:
- Principles’ first name
- Principles’ last name
- Gender (select)
- Date of Birth (enter the birthday as such: MM/DD/YEAR )
Enter an additional Household Member, such as a spouse, by clicking on the link on your screen that says, “Add Additional Household Member.” Then enter the information for that member as well.
After you have entered the Household Members’ information you will click next. Then you see this screen. If you continue forward and enter information here, you will be entering the plan details for a Household Plan. You should continue forward if you are ready to create the household plan. Click here for Establishing a Household Plan.
Congrats! You have officially added a household.
*Note, if you decide to cancel and are not yet ready to enter a Household Plan, your household name will not be saved. It will not appear on your dashboard for your list of households. Make sure to secure the household you entered by inputting the required data and click “Save.” After saving your household and household plan, you will see the household under dashboard. Below is an example showing multiple households listed on your dashboard.
Don’t forget to check out our videos. After watching them it will be easy to navigate and enter data. We welcome all of your feedback, good and bad. Send us a tweet or email us anytime.