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 Before You Send: Test or Review 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

Meetings & Minutes: from notice to approved minutes Meetings settings: your association and board

Compliance calendar: never miss an HOA deadline

Document vault: keep your HOA records in one place

Board roster: offices, terms, committees and alerts

Track vendors and insurance certificates Work orders for repairs

Community Inbox

What members see in the portal and app

Members who sign in to your Member Portal or Companion App can see their own conversations with your Community Inbox address and reply there. Email still works exactly as before; this is just a second place to read the same conversation.

What members see

  • Only their own conversations: the ones matched to their contact. Messages in the Unmatched tray stay hidden until you match them to a member.
  • Their own messages and your team's replies. Replies show the name members see from setup (for example "Riverside Club"), never a team member's name or email address. A personal email signature in a reply is still part of the text, as in the email.
  • Attachments on those messages.
  • HOAs: when a conversation is linked to the owner's violation, they get a View violation button that opens it in the portal. Other links (units, ARC, work orders) stay hidden.

When a member replies there

The reply is saved on the conversation, which goes back to Waiting, and every team member gets it by email, as if the member had emailed. Just reply to that email as usual. Members can send up to 10 messages an hour this way.

When the team replies, members who use the Companion App also get a notification.

Where to find it

  • Member Portal: a Conversations link appears once the member has a conversation.
  • Companion App: the Inbox gets an Announcements | Conversations switch.

Turning it off

In Community Inbox → Set up, edit the address and turn off Show conversations in the Member Portal and Companion App. Members then stop seeing conversations with that address. Email isn't affected. If you archive an address, members can still read its conversations but can't reply there.

Last updated: October 29, 2026