Platform

All core tools Member Portal Companion App

HOA

HOA overview Self-managed HOA software Elections Dues & payments Violation tracking Architectural review HOA email Member Portal Nonprofits

Resources

HOA guides HOA calculators Blog

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Knowledge Base

Organization Settings Social Media Public Page (About Sender) Member Directory Companion App

Managing Contact Lists Viewing and Editing Contacts Adding Contacts Manually Importing Contacts from CSV Creating Sign-Up Forms

Writing a Message Proactive Coach Using Templates Adding Images Understanding the Message Summary Pasting from Other Apps Previewing Your Message Adding Tables

Creating an RSVP event Understanding the Event Summary Understanding the Open Event Summary Guest Check-in Seating Arrangements

Sending Your Message Sending From Your Own Domain Setting Your Reply Address

OrgPlanner

Getting Started with Form Builder Building and Editing Forms Working with Smart Presets Managing Form Responses

Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Team Members

Activity Dashboard Usage & Limits Usage History

Workflow Automation Overview Bahá'í Feast Announcement Workflow

Getting Started with ARC Requests Reviewing and Deciding on a Request

Understanding Your HOA Overview What Is a Unit? Adding Your Units Assigning Contacts to Units The Primary Contact Star Deleting a Unit Importing Contacts with Units and Addresses

How an Election Works Election Basics Who Receives the Ballot Email Quorum Settings Positions and Candidates Who Receives a Ballot Launching and Sending Ballots Reusing an Election

Reading the Results When Quorum Is Not Met Announcing Results to Members Exporting and Record Keeping

Getting Started with Violations Logging a Violation Managing a Violation Case Violation Categories Governing Documents & Rules Fine Schedules Notice Templates

Dues & Payments Overview Charge Batches Unit Ledger Creating a Special Assessment Per-Unit Dues Overrides Recording an Offline Payment Dues Schedule & Late Fees When a Homeowner Says They Already Paid Autopay for Regular Dues Exporting Dues Data Payment Disputes and Restricted Units

Getting Started with Reserve Study

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Browse topics below or search for a specific article.

Getting Started

Organization Settings Social Media Public Page (About Sender) Member Directory Companion App

Contacts

Managing Contact Lists Viewing and Editing Contacts Adding Contacts Manually Importing Contacts from CSV Creating Sign-Up Forms

GroupPost

Writing a Message Proactive Coach Using Templates Adding Images Understanding the Message Summary

RSVP Events

Creating an RSVP event Understanding the Event Summary Understanding the Open Event Summary Guest Check-in Seating Arrangements

Sending Messages

Sending Your Message Sending From Your Own Domain Setting Your Reply Address

OrgPlanner

OrgPlanner

Form Builder

Getting Started with Form Builder Building and Editing Forms Working with Smart Presets Managing Form Responses

Email Forwarder

Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Team Members

Team Members

Reference

Activity Dashboard Usage & Limits Usage History

Workflow Automation

Workflow Automation Overview Bahá'í Feast Announcement Workflow

HOA Tools

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