How to Add a Family in RakefetOnline

Adding a family in RakefetOnline is quick and flexible, allowing you to build complete family profiles with adults, children, and Yahrzeit records—all in one place.

Step 1: Navigate to the Families Page

Start by clicking on the Families menu to open the Family Management page.

Step 2: Add a New Family

Click the Add New Family button.

Fill in the Family Card with the relevant details, then click +Add to continue building the profile.

Step 3: Add Adults

To add an adult:

  • Click on the Adult submenu
  • Select +Add New Individual

You can enter:

  • Full Name and Hebrew Name
  • Salutation
  • Birthday and B’nai Mitzvah Date
  • Emergency Contact
  • Individual Codes
  • Email and Cell Phone
  • Notes and Remarks
  • Gender and Pronouns
  • Profile Picture

You can add multiple adults to the same family as needed.

Step 4: Add Children

To add a child:

  • Click on the Child submenu
  • Select +Add New Child

You can include:

  • Full Name and Hebrew Name
  • Salutation
  • Birthday and B’nai Mitzvah Date
  • Emergency Contact
  • Individual Codes and Classes
  • Email and Cell Phone
  • Notes, Attachments, and Remarks
  • Gender and Pronouns
  • Profile Picture

Step 5: Add Yahrzeits

To record a Yahrzeit:

  • Click on the Yahrzeit submenu
  • Select +Add New Yahrzeit

Enter:

  • Name of the Deceased (English and Hebrew)
  • Date of Death
  • Observance Details
  • Notes (plaque, cemetery, etc.)
  • Observed By (family member)
  • Relationship

Why This Matters

Creating complete family profiles helps your organization:

  • Keep member records organized and accurate
  • Track lifecycle events like B’nai Mitzvahs and Yahrzeits
  • Improve communication with families
  • Power reporting, billing, and engagement tools across the system

To add a family, navigate to the Family page by clicking on the menu Families.





When the page opens, click the Add New Family button:


Fill in the Family Card and click +Add to move onto adding Adults and Children:


To add an Adult, click on the submenu Adult and Click +Add New Individual:



In the Add Adult Page you can add Full Name, Hebrew Name, Salutation, Birthday, B'nai Mitzvah date, Emergency Contact, Individual Codes, Email and Cell Phone,  Notes and Remarks, Gender, Pronoun and Profile Picture:

 




In RakefetOnline you can add more than one Adult as need:


To add a Child, click on the submenu Child and Click +Add New Child:




In the Add Child Page you can add Full Name, Hebrew Name, Salutation, Birthday, B'nai Mitzvah date, Emergency Contact, Individual Codes, Classes, Email and Cell Phone,  Notes and Remarks, Gender, Pronoun, Notes and Attachments, and Profile Picture:




To add a Yahrzeit, click on the submenu Yahrzeit and Click +Add New Yahrzeit:




In the Add Yahrzeit Page you can add Full Name of the Deceased, Hebrew Name, Death Date, Observance, Notes for plaque and cemetery, Observed by and the Relationship: