View the list of attendees invited to an individual Boardroom Meeting. Add or remove attendees as and if necessary. You can perform this action in three different ways. From the “BOARDROOM” window Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In … Read more
View the list of Managers for an individual Boardroom Meeting. Add or remove Managers as and if necessary. You can perform this action in three different ways. From the “BOARDROOM” window Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the … Read more
Boardroom Organizers and Managers can add comments and attach documents to a Boardroom Meeting to capture ideas and outcomes before, during, or after the Meeting itself. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate … Read more
Along with an initial notification and optional subsequent reminders via e-mail messages, you also can send out Boardroom Meeting reminders manually at any time. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom … Read more
Edit the details of a Boardroom Meeting to include changes or new details. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots … Read more
Boardroom Meetings simplify the familiar task of bringing community administration—and regular residents—together for discussions of essential community topics. Create your meeting, select invitees, add documents and other assets for pre-meeting review, and include a link to a virtual conference. E-mailed notifications provide updates, including reminders, as well as designated documents. Maintain meeting notes within a … Read more
Deactivate a custom form that you no longer need. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Deactivate.” In the “DEACTIVATE FORM?” window that opens, … Read more
Create a copy of an existing custom form for a new purpose. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Duplicate Form.” In the “DUPLICATE … Read more
Once a violations form receives submissions from members who enter data into it on your website, download the data from the “VIOLATIONS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate your form in … Read more
After you create a violations form, you can reopen it to add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate your form in the list. In the “ACTIONS” … Read more
Many features enable you to add a sub-admin role so a member can take on specific administrative duties without a membership upgrade to admin status. Furthermore, you can create two types of sub-admin roles: full access and limited access. As you would expect, a full-access sub-admin can work on all aspects of a feature to … Read more
On a calendar display, select and review the status and details of one or more amenity reservations. 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 “Amenities Calendar” button. In the “AMENITY CALENDAR” … Read more
The “ONE-TIME CHARGES” window enables you to add, review, edit, and delete these charges from a single comprehensive list. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. The “ONE-TIME CHARGES” window that opens displays a list of all your charges. … Read more
Examine the payment history and details for a specific One-Time Charge. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon … Read more
Sort your One-Time Charges in the “ONE-TIME CHARGES” window so they appear in the order you wish to view them. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, click on one of the … Read more
Once you deactivate an item, it no longer appears in the list of One-Time Charges—but you can make it visible. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, activate the “Show Inactive Charges” … Read more
Annotate an individual One-Time Charge receipt with notes about payment details or any other matters that you need to record. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want … Read more
When you need to communicate with all or a subset of your full membership about a specific One-Time Charge, contact them directly through your website. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, … Read more
If you receive a One-Time Charge payment directly from a member or sponsor, mark the item paid and note the type of payment. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the … Read more
