Help center / Getting started
Get started in ten minutes
Create your group, import the roster, set dues and send the first notices.
You need a list of your units or members (a spreadsheet is fine) and to know what the dues are.
1. Create your group
Sign up with your email, open the link we send you, then choose Create an HOA or Create a club. The dashboard shows a checklist; the steps below follow it.
2. Add your units or members
- A few: choose Units (or Members), then Add.
- Many: choose Import a CSV and upload your spreadsheet. See Import your roster.
3. Set your dues
Open Billing and create a dues plan: how much, how often, and the first due date. See Set up dues.
If people already owe money from before, include it as an opening balance when you import, or add it on each account.
4. Tell people how to pay
Open Settings, then How to pay. Write where checks go. To take card and bank payments, connect your group's Stripe account there. See How payments work.
5. Invite people and send the first notices
- Turn on reminders under Settings, Reminders and email.
- For people without email, open Print statements and print the batch.
- Invite the rest of the board under Settings, People with access.
Two things worth doing on day one
- Turn on two-factor authentication (top right, Security). It is required for admins and treasurers after a short grace period.
- Invite a second admin. A group should never depend on one person's login.
More than one group
One login can run up to five groups. If you manage more, write to us and we will raise it.
Related
Still stuck? Write to support@duesdesk.app.