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FAQ Repository
- Amenities (Reservations)
- App for Mobile Devices
- An Overview of the Mobile App
- How to Search for a Paid Invoice in the App
- How to Set Your Data Sharing Preferences for the Member Directory in the App
- How to Set Your Notification Preferences in the App
- Log in to the app
- The “[Your Initials]” Menu in the App
- The “Home” Screen in the App
- The “Settings” Window in the App
- The Bottom Menu Bar in the App
- Best Practices
- Bank Account Verification—and Verification Fees—for ACH Payments
- Considerations to Remember in Site Setup
- Considerations to Remember in the Document Repository
- How to Add and Edit Dropdown Names
- How to Choose Between One-Time Charges and One-Off Member/Household Wallet Invoicing
- How to Choose Custom Field Types for Forms
- How to Decide If You Need to Use Households—and Optimize Your Data Imports (Including Members) If You Do
- How to Remove Unwanted Invoices
- How Transaction Processing Fees Work
- When Not to Paste Images into Community Content
- Boardroom
- An Overview of Boardroom Meetings
- Close a Boardroom Meeting
- Create a New Boardroom Meeting
- Delete a Boardroom Meeting
- Delete Files from a Boardroom Meeting
- Download Files from a Boardroom Meeting
- Download Notes from a Boardroom Meeting
- Edit a Boardroom Meeting
- Include Comments in a Boardroom Meeting
- Include Notes in a Boardroom Meeting
- Manage Documents for an Existing Boardroom Meeting
- Navigate the Boardroom Meeting Window
- Reopen a Closed Boardroom Meeting
- Review and Complete a Form for a Boardroom Meeting (Administrative View)
- Review and Complete a Form for a Boardroom Meeting (Member View)
- Search for a Boardroom Meeting
- Send Boardroom Reminders
- Send E-mailed Reminders to Boardroom Meeting Attendees
- View Closed Boardroom Meetings
- View, Add, and Delete Boardroom Meeting Attendees
- View, Add, and Delete Boardroom Meeting Managers
- Calendars
- Changelog
- Committees
- Custom Forms
- Dashboards
- Documents
- Add a Subfolder
- An Overview of the Documents Feature
- Copy a Link to an Uploaded Document
- Create a Folder
- Download a Single Document from a Folder
- Download Multiple Documents from a Folder
- Edit or Delete a Folder
- Edit Settings for an Uploaded Document
- Preview an Uploaded Document
- Search Folders or Files
- Upload Contents to or Delete Contents from a Folder
- Domain Questions
- Dues and Fees
- An Overview of Dues and Fees
- Create a New Dues and Fees Item
- Delete a Dues and Fees Item
- Delete Unpaid Invoices for Dues and Fees
- Download Invoices for Dues and Fees
- Download Overall Payment Data for Dues and Fees
- Download Payment Data About Specific Dues and Fees
- Download Summary Data About Dues and Fees
- E-mail Management for Dues and Fees
- Edit a Dues and Fees Item
- Filter the Invoice List on a Dues and Fees Summary
- Mark Payments on Dues and Fees
- Message Filtered Members About Dues and Fees
- Notes about Transaction Verification Fees
- Record and View Notes on Dues and Fees
- Resend Invoices for Dues and Fees
- Show Inactive Dues and Fees
- Sort Dues and Fees Items
- View a Summary of Individual Dues and Fees Items
- View All Your Dues and Fees
- View Household Payment Summaries for Dues and Fees
- View Payment Activity and Outstanding Dues and Fees by Member
- View Payment Summaries for Dues and Fees
- Waive Late Fees on Dues and Fees
- E-mail Blasts
- Events (Registrations)
- Financials
- HOA Start Mobile App Launch—and More
- Households
- An Overview of the Households Feature
- Automatically or Manually Assign a Primary Resident to Each Household
- Deactivate a Household
- Deactivate an Address
- Delete a Household
- Delete an Address
- Download Addresses
- Download Households
- Edit Household Address Data
- Edit Household Data
- Edit Household Types
- Enter Address Data Manually
- Enter Household Address Data Manually
- Enter Household Data Manually
- Household Addresses
- Household Form
- Import Addresses
- Import Household Members
- Import Households
- Review Household Imports
- Search for Addresses
- Search for Households
- View Household(s) Attached to an Address
- View Members of a Household
- Member Portal
- Membership
- An Overview of Membership Features
- Auto Approve Members through Member Approval
- Customize the Member Form
- Deactivate a Member
- Download a Member Report
- Enter Member Data Manually
- Filter the Member List
- Import Member Data
- Review and Edit Member Data
- Review, Approve, and Reject Members through Member Approval or Dashboard
- Send Messages to Members
- Message Center
- About Message Center History
- About Message Center Templates
- About the Message Center
- Activate or Deactivate a Message Center Template
- Create or Edit a Message Center Custom Template
- Edit an Automated Message Center Template
- Reset an Automated Message Center Template
- Search for an Individual Message Recipient in Message Center History
- Search for an Individual Message Transmission in Message Center History
- Search for Specific Message Center Template(s)
- Search Message Center History
- Sort the List of Message Center Templates
- Sort the List of Message Transmissions in Message Center History
- Use a Message Center Custom Template to Send an E-blast (Message Filtered Members)
- View an Individual Recent Transmission and Its Individual Messages on Message Center History
- View Inactive Automated Message Center Templates
- View Inactive Message Center Custom Templates
- My Sites
- Newsfeed
- One-Time Charges
- An Overview of One-Time Charges
- Create a New One-Time Charge
- Delete a One-Time Charge
- Download a Receipt for a One-Time Charge
- Download Overall Payment Data for a One-Time Charge
- E-mail Management for One-Time Charges
- Edit a One-Time Charge
- Enter Manual Payments for One-Time Charges
- Filter the Receipt List on a One-Time Charge Summary
- Message Filtered Members About One-Time Charges
- Record and View Notes on One-Time Charges
- Show Inactive One-Time Charges
- Sort One-Time Charges
- View a Summary of a One-Time Charge
- View All Your One-Time Charges
- Organization Info
- Photo Gallery
- Private Messaging
- Activate or Deactivate Private Messaging
- An Overview of the Private Messaging Feature
- Create a New Message
- Edit a Message in a Conversation
- Leave a Conversation
- Refresh the Messaging Window to View New Posts
- Remove a Member from a Conversation
- Remove a Message from a Conversation
- Rename a Conversation
- Search for a Conversation
- View a Conversation
- View and Search for the Participants in a Conversation
- QuickBooks® Integration
- Site Setup
- An Overview of Site Elements
- An Overview of the Site Builder
- Builder, Elements & Widgets
- Pages, Templates & Menus
- Add a Page
- An Overview of Page Templates
- Create a Calendar Page and Attach a Calendar
- Create a Custom Forms Page and Attach a Custom Form
- Create a FAQ Page, Add FAQs and Answers to the Page
- Creating a Calendar Page and Attaching a Calendar
- Creating a Photo Gallery Page and Setting Up the Gallery
- Delete a Page
- Edit Page Content
- Edit Page Settings
- Rearrange the Elements of the Main Website Menu
- Sponsors
- Sub-Admin Roles
- Tags
- Text Alerts
- Ticketing System
- An Overview of the Ticketing System Feature
- Create a Ticketing System Form
- Create a Ticketing System Page and Attach a Ticketing System Form
- Customize or Edit a Ticketing System Form
- Deactivate a Ticket
- Download Submission Data from a Ticketing System Form
- Review, Comment on, and Request Modifications to Ticketing System Form Submissions
- Search for Ticketing System Forms or Forms Submissions
- Violations
- An Overview of the Violations Feature
- Create a Forms Page and Attach a Violations Form
- Create a New Violations Form
- Customize or Edit a Violations Form
- Deactivate a Violations Form
- Download a Violation Notice
- Download All Data from a Single Violations Form
- Download Data from a Violations Form
- Duplicate a Violations Form
- Edit the Settings on a Violations Form
- File a Violation Report as a Community Administrator (Assign a New Violation to a Form)
- File a Violation Report as a Community Member
- Review, Classify, and Comment on a Violation
- Search for a Violation Form
- Search for One or More Violations
- View Violations for a Specific Violations Form
- View Violations for All Violation Forms
- Wallets (Member and Household)
- Add a Household Wallet Transaction
- Add a Member Wallet Transaction
- An Overview of Member and Household Wallets
- Download Household Wallet Data
- Download Member Wallet Data
- Manage a Household Wallet and View Wallet Transactions
- Manage a Member Wallet and View Wallet Transactions
- Search for a Household Wallet Transaction
- Search for a Member Wallet Transaction
- Use a Wallet Balance to Pay a Dues Item Invoice
- Use a Wallet Balance to Pay for a One-Time Charge
- View a Household Wallet
- View a Member Wallet
- Void a Household Wallet One-Off Invoice
- Void a Household Wallet Transaction
- Void a Member Wallet One-Off Invoice
- Void a Member Wallet Transaction