FAQs
Website & Site Setup
- Add and Manage Sponsors
- How Do I Publish My Staging Site (Switch It to Production)?
- How do I create a Staging Site?
- Can I embed video links on the site?
- Can I embed images on my site?
- Edit Your Site Settings (Name, URL, Theme, and Google Analytics)
- What should I know about site setup?
- Can I change my site's theme?
- When Not to Paste Images into Community Content
- Are there best practices for adding images to site content?
- Image Placement and Cropping
Payments
- Use a Wallet Balance to Pay a Dues Item Invoice
- How do I use a wallet balance to pay a one-time charge?
- How can I manage a member wallet and its transactions?
- How can I manage a household wallet, and view its transactions?
- How do residents view their household wallet balance?
- How do I view or void a household wallet transaction (credit)?
- How do I use a household wallet balance to pay an invoice?
- How do I download household wallet data?
- How Do I Add a Household Wallet Balance (Credit) Manually?
- How do I download Member wallet data?
- How do I Add a Member Wallet Transaction?
- How do I create a Household wallet transaction/credit?
- View Your Member Wallet Balance on the Community Website
- Search for a Member Wallet Transaction
- Search for a Household Wallet Transaction
- What Are Household Wallets and How Do They Work?
- What do I need to do and what does it cost to set up Stripe?
- How do transaction processing fees work?
- How Do I Set Up Stripe Connect?
- Can I bulk import resident back balances or credits?
- What are the verification fees for ACH connections?
Invoicing & Billing
- How do I void a one-off Member invoice?
- How do I void a one-off household invoice?
- How can I get rid of unwanted invoices?
- How to choose between one-time charges and one-off member/household invoicing?
- How do I void a one-off household invoice from the AR dashboard?
- How do I void a one-off household wallet invoice from member details?
- How do I send only one invoice per Household/Address?
- How Do I Create a One-Off Household Invoice from the Households Tab?
- How Do I Create a One-Off Household Invoice from a Member's Profile?
- How do I add a new Dues Tier?
- Manage and Track Your Dues Items
- Manage and Track One-Time Charges
- What does the AR Dashboard show me?
- Can I search or filter invoices on the AR Dashboard?
- Can I resend, compile, or export invoices from the AR Dashboard in bulk?
- How do I create a One-time charge (marketplace type item)?
Violations & Compliance
- How do I use the violations feature?
- Can a resident/member report a violation?
- As and Admin, Can I file a Violation Report or assign a new Violation?
- How do I edit the settings on a violations form?
- How do I edit a Violation's details and update its status?
- How do I duplicate a Violations Form?
- How do I create a new Violations Form?
- How do I add comments or attachments to Violations?
- Violation Status Definitions and Violation Types
- View Violations for All Violation Forms
- View Violations for a Specific Violations Form
- View and Respond to a Violation Assigned to You (Member)
- Search and Filter Violations
- Review a Pending Violation Submission (Assign or Dismiss)
Ticketing System
- How does the ticketing feature work?
- How do I download submission data from a ticketing system form?
- How can a member amend or resubmit a ticket?
- View and Understand the Ticketing System List
- Track Your Ticket Submission Status as a Member
- Search for Ticketing System Submissions by Member Details
- Can I edit a Ticketing System form without losing existing submission data?
- How do I deactivate a ticketing system form?
- Can I edit or customize a ticketing form?
- How do I create a ticketing system form?
- Review, Comment on, and Request Modifications to Ticketing System Form Submissions
- How do I create a ticketing page on the public side of the site?
Roles & Permissions
Mobile App
Community Engagement
- Does the software support text blasts?
- Send a Text Alert to Members
- Manage an Existing Event
- Private chat overview
- Overview of Newsfeed
- How To Create Multiple Newsfeeds with Subject Filters
- How can I manage a committee and its members?
- Can members join a committee from the website?
- How can I display a calendar on my website?
- How do I create a committee?
- How do I create a calendar and add entries?
- How do I create an Event - R.S.V.P.?
Email & Communication
- How do I Sign In and Access our Professional Email Account?
- How to Purchase a Professional Email Account
- Send an E-Blast Using a Custom Template
- View Recipients and Resend an Individual Message
- View Other Transmissions of the Same Message Template
- Search Message Center History
- How do I review Message Center transmission history?
- Reset an Automated Message Center Template
- Overview of Message Center Templates
- Can I edit the automated system notifications?
- How do I edit a Custom Template in Message Center?
- How do I create a custom template in message center?
- How do I add my community logo to an email blast?
- How do I activate/deactivate Automatic Message Center Templates?
Members
- About Member Tag Review and Deletion
- Approve or Reject a New Member Registration
- Add Custom Fields to Your Member or Household Form
- Member Report Overview and Anatomy
- Can residents register for membership online?
- What is the best way to use tags?
- How do I send password reset links to members who haven't logged in?
- Can I bulk edit Member settings?
- Search for Member Tags
- How do I send a password reset link to a single member?
- Using Household Labels
- How do I import members and households?
- How do I know if I need to use households?
- Overview of Member Profile
- Overview of My Dashboard
Boardroom & Meetings
- How can a resident review or complete a form for a boardroom meeting?
- Overview of Boardroom Meetings
- How To Navigate the Boardroom Meeting Window
- How do I manage documents for a Boardroom meeting?
- How do I manage an open Boardroom meeting?
- How do I delete a boardroom meeting?
- How do I close, reopen, edit, or delete a Boardroom Meeting?
- View, Add, and Delete Boardroom Meeting Managers
- Send Boardroom Meeting Reminders
- Schedule a Boardroom Meeting
- Review and Complete a Form for a Boardroom Meeting (Administrative View)
- How do I edit a Boardroom Meeting
- How do I download files from a Boardroom meeting?
- How do I delete files from a Boardroom Meeting?
- View, Add, and Delete Boardroom Meeting Attendees
QuickBooks & Accounting Integrations
- Overview of QuickBooks Integration
- Can I map payment categories to QuickBooks Online?
- How often data syncs to QuickBooks?
- Can I enable Amenity discounts and deposits for the QuickBooks connection?
- How do I connect my HOA Start account to QuickBooks Online?
- Set Up Your Chart of Accounts for QuickBooks Integration
Documents
Amenities & Reservations
Budgets & Expenses
- What does the Chart of Accounts show me?
- How do I search, sort, deactivate, duplicate, or delete a budget?
- How Do I Search, Sort, and View My List of Reconciliations?
- How do I search, sort, and download my transactions in the Financials feature?
- How do I search for accounts in the Chart of Accounts?
- Can I search and sort the vendor list?
- How do I edit or delete a transaction in the Financials feature?
- How do I download the vendor data?
- How Do I Deactivate, Reactivate, Delete, or Duplicate a Vendor?
- How do I create and complete a reconciliation in the Financials feature?
- How Do I Create a New Vendor in Financials?
- How do I create a new budget in the Financials feature?
- How do I create a new account in the Chart of Accounts?
- How do I configure the Financials feature's settings?
- How do I add or remove accounts in a budget?
- In the Financials feature, how do I add a new transaction?
- Are there Financial reports, like Profit & Loss?
- Why can't I edit an old reconciliation?