Member tags enable you to restrict access to online content and forms, and to specify who receives invoices for Member dues items. Review tags to see to whom they apply, and delete tags you no longer need.
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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