Enter Household Address Data Manually

Create an Address record with data that you type. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “Addresses” window that opens, click on the “Addresses Actions” button and choose “+New Address.” In the “ADD NEW ADDRESS” window that opens, … Read more

Edit Household Address Data

Review information for an individual Address and make changes to it. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. … Read more

QuickBooks® Integration

Overview QuickBooks integration is available to HOA Start customers with Premium and White Glove Package Plans, and those who opt in separately to add the functionality. This feature syncs your community’s invoices and payments for dues—along with your payments for amenities, events, and One-Time Charges—so they appear in QuickBooks. Note that this feature only supports … Read more

Create an Event

Event creation gives you access to robust tools you can use to accommodate virtually any organizational gathering. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, click on the “+ New Event” button. In the “EVENT … Read more

Create a New Amenity Listing

Establish the rules and limits that apply to an organizational amenity and its availability. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Amenities” tab. In the “AMENITIES” window that opens, click on the “+ New Amenity” button. In the “AMENITY SETUP” window that … Read more

Create a New One-Time Charge

Set up a new One-Time Charge and establish its payment requirements. Any setting marked with a red asterisk (*) is mandatory, so you must make a selection for these settings before you can save your One-Time Charge. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click … Read more

How to Choose Custom Field Types for Forms

Along with the custom forms you create, you also can add custom fields to your Member Form and Household Form. It’s easier to work with these assets when you understand how they function and to which types of tasks they’re best suited. Note that not all field types are available in all situations in which … Read more

Create a New Custom Form or Survey

To set up a form so you can request or require your members’ input, you first must create the form. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab to create a custom form, or the “Voting/Surveys” tab to create a … Read more

Create a New Dues and Fees Item

Set up a new “Dues & Fees” item and establish its payment requirements. Any setting marked with a red asterisk (*) is mandatory, so you must make a selection for these settings before you can save your “Dues & Fees” item. Click on the “Payments” tab on the vertical Dashboard menu at the left side … Read more

Automatically or Manually Assign a Primary Resident to Each Household

By default, Household invoices only identify the address of the property that receives them. The Primary Resident feature enables you to add a Primary Resident to each Household that contains Household Members. Apply this automatically, or make a manual selection for individual Households. The Primary Resident’s name then appears on all invoices generated from Household … Read more

Changelog

Here’s a timeline of recent features, bug fixes, and upgrades. February 2025 New Updated Surveys/Polls so Admins can specify minimum and maximum numbers of options that residents can choose out of a set of checkbox fields. Updated invoicing to add the ability to combine flat late fees with simple or compound interest charges, and to … Read more

Send E-mailed Reminders to Boardroom Meeting Attendees

Send an optional reminder to people who have been invited to attend a Boardroom Meeting. Meeting setup can include two reminders, but if you need to contact all the attendees in addition to those reminders, you can do so at any time. Click on the “Membership” tab on the vertical Dashboard menu at the left … Read more

Bank Account Verification—and Verification Fees—for ACH Payments

Account Verification Fees for ACH Payments When a resident sets up ACH payments, they enter their ABA bank routing number and account number to provide information about their bank and their account. Stripe needs to verify that the account is valid and viable before it can use it to process payments. Stripe can perform that … Read more

Considerations to Remember in the Document Repository

The Document Repository gives you a convenient, customizable way to share—and restrict access to—community files. From covenants to meeting minutes, you can upload just about anything here. But you’ll get more out of the Document Repository with a full understanding of how some aspects of it work. Duplicate filenames? We store your documents in a … Read more

How Transaction Processing Fees Work

We use Stripe as our transaction processor for card and ACH payments. Stripe handles all the personal financial information you and your residents share when you make payments. Whenever one of your residents pays their dues online, transaction processing fees apply. Obviously, that’s how transaction processors make their money. But what may not be quite … Read more

How to Remove Unwanted Invoices

Are you faced with invoices that didn’t get generated when or how you expected, invoices that you now want to remove entirely? Before you take action, make sure you’re using the best-possible approach to the problem. Simply deleting the invoices looks like the easiest solution. You can go to Payments > Dues & Fees > … Read more

Considerations to Remember in Site Setup

Keep these best practices in mind when you work in Site Setup. Save and Publish Always click on the Save and Publish button before you leave Site Setup. Otherwise, any revisions you have made will not be preserved, and will not show up on your public website. Make Site Setup a solo Don’t allow or … Read more

When Not to Paste Images into Community Content

When you want to add image files to your e-blasts, Newsfeed posts, and website content, remember always to attach or embed these images rather than paste them in. Here’s why, along with the consequences of adding pasted visuals. E-blasts You already may have gone to Membership > Members > Message Filtered Members and activated the … Read more