Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Setting up a Household - NZ
TABLE OF CONTENTS
- Households in Chintaro
- Add the Primary Tenant
- Add any Related Tenant(s) to create a Household
- Client Households eLearning Video
Households in Chintaro
In Chintaro, a household consists of one Primary Tenant, and one or more Related Tenants. Examples of Related Tenants are children of Clients, partners of Clients, or any other person who will be living in the Household with the Primary Tenant. Each person must have their own Client record in Chintaro.
NOTE: Even if your Tenancy Agreement has more than one person named on it, Chintaro still needs to be set up with one Primary Tenant, and all other Tenants in that Household are then marked as Related Tenants. Allocating one person as a Primary Tenant does not give any additional rights/responsibilities to the Primary Tenant.
Add the Primary Tenant
From the Manage Clients screen, click the Add Client button. This will open an empty Client record. Enter the data you know about the Primary Tenant, but leave the Primary Tenant box ticked to Yes:
Exit the screen to save.
Add any Related Tenant(s) to create a Household
Once you have added the Primary Tenant, go back to the Manage Clients screen and click the Add Client button again to add the Related Client.
Once you have entered the General information about the Related Client from the Title field to the Date of Birth field, tick the No box when asked if they are a Primary Tenant:
A pop up box will appear asking you to select the Primary Tenant. Select the Primary Tenant so their name is highlighted black, and click Update to save.
The Related Tenant will now appear on the Primary Tenant’s Client Record, and vice-versa.