FAQ Repository

• Amenities (Reservations)
  • An Overview of Amenity Reservations
  • Create a New Amenity Listing
  • Edit an Amenity
  • Resolve an Amenity Damage Fee
  • Review the Amenity Reservation Calendar
  • Review, Approve, Reject, and Cancel Amenity Reservations
  • Search for an Amenity
  • Search for an Amenity Reservation
• App for Mobile Devices
  • An Overview of the Mobile App
    • How to Set Up a Payment Account and Pay an Invoice or a One-Time Charge in the 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
  • An Overview of the Calendars Feature
  • Create a Calendar Entry
  • Create a New Calendar
  • Deactivate a Calendar
  • Delete a Calendar Entry
  • Edit a Calendar
  • Edit a Calendar Entry
  • How to add a Calendar Entry to the calendar on your device
  • Search for a Calendar
  • Search for a Calendar Entry
  • View a Calendar
• Changelog
• Committees
  • An Overview of the Committees Feature
  • Approve or Reject Committee Member Applications
  • Create a New Committee
  • Search for a Committee
  • View or Change the Membership of a Committee
  • View or Change the Settings for a Committee
• Custom Forms
  • An Overview of the Custom Forms Feature
  • Create a Custom Forms Page and Attach a Custom Form
  • Create a New Custom Form or Survey
  • Customize or Edit a Form
  • Deactivate a Form
  • Download Data from a Form
  • Duplicate a Form
  • Search for a Custom Form
• Dashboards
  • An Overview of Dashboards
  • An Overview of the Admin Dashboard
  • An Overview of the Member Dashboard
• 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
  • Registering Your Web Domain and Hosting Your Website
• 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
  • An Overview of the E-mail Blasts Feature
  • Send a Text or Message to Members
• Events (Registrations)
  • An Overview of Event Registrations
  • Create an Event
  • Deactivate (Cancel) an Event
  • Download Payment Information for an Event
  • Edit an Event
  • Search for an Event
  • View an Event
  • View and Search Through Registrations for an Event
• Financials
  • Budgets
    • An Overview of Budgets
    • Create a New Budget
    • Deactivate a Budget
    • Delete a Deactivated Budget
    • Duplicate a Budget
    • Edit Budget Information
    • Reopen a Deactivated Budget
    • Search for a Budget
    • Show Inactive Budgets
  • Chart of Accounts
    • An Overview of the Chart of Accounts
    • Create a New Account
    • Deactivate an Account
    • Download Chart of Accounts Data
    • Edit Account Information
    • Reactivate an Account
    • Search for an Account
    • Show Inactive Accounts
    • View Account Information
  • How to Use the AR Dashboard
  • Overall Account Settings for Financials
  • Reconciliations
    • An Overview of Reconciliations
    • Create a New Reconciliation
    • Delete a Reconciliation
    • Edit a Reconciliation
    • Search for a Reconciliation
    • View a Completed Reconciliation
  • Reports
    • An Overview of Reports
    • Create a Balance Sheet Report
    • Create a Profit and Loss Report
  • Transactions
    • An Overview of Transactions
    • Create a New Transaction
    • Delete a Transaction
    • Download Transaction Data
    • Edit a Transaction
    • Edit Vendor Info
    • Search for a Transaction
  • Vendors
    • An Overview of Vendors
    • Create a New Vendor
    • Deactivate a Vendor
    • Download Vendor Data
    • Duplicate a Vendor
    • Search for a Vendor
    • Show Inactive Vendors
    • View Vendor Info
• 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
  • An Overview of the Member Portal
  • Load the Member Portal
  • Portal/App Setup
  • Provide a Contact Address for the Member Portal
  • Use or Deactivate the 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
  • An Overview of My Sites Features
  • Filter the My Sites Cards
  • View Information About and Switch Among My Sites
• Newsfeed
  • An Overview of the Newsfeed Feature
  • Ban a Member from Posting to the Newsfeed
  • Create a Post
  • Create Multiple Newsfeeds with Subject Filters
  • Designate a Post as a Favorite or Remove the Favorite Designation
  • Edit a Post
  • Pin or Unpin a Post
  • Remove a Post
  • Reply to a Post
  • View All Pinned Posts
  • View All Your Posts
• 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
  • Add, Update, or Remove Your Logo
  • An Overview of Organization Info
  • Review Your Plan Details
  • Update Your Primary and Billing Contact Information
• Photo Gallery
  • Create a Photo Gallery Page and Set Up the 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
    • Activate a Deactivated Widget
    • Change Your Website Theme
    • Edit Active Widget Settings
    • Edit Widget Element Types
    • Site Settings (Production Site or Staging Site)
    • Style Controls for the Text Editor in Widgets (Site Setup), E-blasts, Message Center, and More
  • 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
  • An Overview of the Sponsors Feature
  • Create a Sponsor
  • Edit Sponsor Information or Delete a Sponsor
  • Rearrange Sponsors
  • Search for Sponsors
• Sub-Admin Roles
  • An Overview of Sub-Admin Roles
  • Create a Sub-Admin Role
  • Create Full-Access or Limited-Access Sub-Admin Roles
  • Deactivate a Sub-Admin Role
  • Delete a Sub-Admin Role
  • Edit a Sub-Admin Role
  • Search for a Sub-Admin Role
  • View Members Assigned to a Sub-Admin Role
• Tags
  • About Member Tag Review and Deletion
  • Delete a Member Tag
  • How to Use Tags
  • Review Information About Member Tags
  • Search for Member Tags
  • Sort the Member Tag List
• Text Alerts
  • An Overview of the Text Alerts Feature
  • Send a Text Alert to Members
• 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