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Support Materials
Our products don’t require a web designer’s assistance or any technical setup. We’ve created our templates, software, and admin portals with care to make them informative and easy to use. If you need more help, our Quick Reference Guide documentation and Support Series Videos provide convenient assistance.
- Videos
- Guides
Video Support Series
-
Sub-Admin Roles -
Your Member Profile -
Using the Admin Dashboard -
How to Process Members -
QuickBooks® Integration -
Households Overview -
Households Data Import -
Introduction to Boardroom -
Introduction to Violations -
The Ticketing System -
Add/Edit Dues and Fees -
Sending One Invoice Per Address -
How to Create and Use Tags -
How to Use the Tutorial Wizard -
How to Create a Website Page -
Registering for Membership -
How to Create an Event -
How to Create a Custom Form -
How to Access the Help Desk -
How to Create a Calendar -
How to Create a Committee -
How to Upload Documents -
Staging vs Production Sites -
Surveys and Results -
Using Private Chat -
Using the Newsfeed -
Using the Member Dashboard -
Sponsors
Quick Reference Guide
Click on a link to view a document. To download one of these PDFs while you view it, click on the download icon in the upper right corner of your browser window.
- Overview of Sub-Admin Roles
- Image Placement and Cropping
- Bulk Edit Member Settings
- Purchase Custom Domain Email Accounts
- Sending Emails with Community Logos
- Embed Images and Video Links
- Using Household Labels
- Overview of Private Chat
- Overview of Committees
- Overview of Newsfeed
- Overview of Calendar
- Overview of Ticketing System
- Stripe Connect Setup
- Overview of Boardroom
- Overview of QuickBooks Integration
- Members – Set Password Request
- Add a One-Time Charge
- Households: Importing Existing Members
- Overview of Violations
- Set Up A Document Repository
- Overview of Event Creation
- Importing Member Information
- Overview of Member Profile
- Member Registration
- Overview of My Dashboard
- Overview of Online Voting
- Building a Staging Site
- Using the Support Desk
- Using Tag Access
- Adding a New Dues Tier
- Sending One Invoice Per Address