Help center

Create your group, import the roster, set dues and send the first notices.

Upload a CSV, check the dry run, then import. Works with Wild Apricot exports and most other tools.

Dues plans, special assessments in installments, one-off charges and late fee rules.

Add a payment to an account, fix one that went to the wrong place, and handle overpayments.

Split an overdue balance into installments with their own reminders.

Connect a Stripe account that belongs to your group so people can pay by card or bank transfer.

Members can save a card or bank account and have dues collected on the due date.

Refund from your Stripe dashboard, what happens in a dispute, and how to tick off payouts against your bank statement.

What is sent, when, to whom, and what to do when an email bounces.

One PDF for everyone without email, laid out for window envelopes.

What members see, how they sign in, and how to invite them.

The handoff checklist: access, two-factor, the summary PDF, and stepping down.

Email links, optional passwords, authenticator apps and recovery codes.

Single reports as CSV, or everything in one ZIP including your documents.

What is removed, what is kept, and how long you can undo it.

Our staff cannot see your records unless an admin allows it. How to switch it on and off.

Record what you spend, set a yearly budget and see budget against actual.

Maintenance and architectural requests from homeowners, and tracking rule violations.

Let people join online, renew each membership on its own date, and print cards.

RSVPs and tickets, simple votes, agendas and minutes, and an opt-in directory.

The free plan, the trial, changing plans, cancelling and refunds.

How to reach support, and what we can and cannot help with.