The Bio section allows you to add additional information about the Resident. This information is visible to the Resident in the Resident Portal and can be updated by them. The Resident’s Birthday and Anniversary can be added through their respective…
Resident Nickname
A Resident often has a preferred name or nickname but having their legal name is still important to have. NOTE: A Resident can add their own nickname through the Resident Portal To add a nickname, click on the edit button…
Resident Photo
Below are the instructions for uploading a photo of a Resident. NOTE: A Resident can upload their own photo through the Resident Portal Access the Resident’s Profile page. Click on the Camera image next to their name (or click on…
Association Meetings
Association Meetings has replaced what was previously referred to as the “Board Meeting Calendar”. This calendar is to contain all upcoming Meetings for your association. At minimum it must contain all Board Meetings (Regular Session and Executive Session) and Membership…
Association Meetings – Creating
If you are looking for instructions on how to view meetings, please click here. Association Meetings has replaced what was previously referred to as the “Board Meeting Calendar”. This calendar is to contain all upcoming Meetings for your association. At…
Association Meetings – Viewing
If you are looking for instructions on how to create meetings, please click here. Association Meetings has replaced what was previously referred to as the “Board Meeting Calendar”. This calendars is to contain all upcoming Meetings for your association. At…
Adding Vendors to Profile (Onsites)
With the transition to the Management App for onsite tasks from the Onsite Portal, there is one section that will remain in the Onsite Portal for a few more months: Work Orders. The “Vendors” list in the Onsite Portal is…
Resident Search – Concierge Dashboard
For on-site associations, it’s helpful to be able to quickly access a view that shows a lot of information for a unit instead of continually landing on an individual resident. We refer to the view that you can view a…
Sending Mass eMails to Email Consent Only
Start a new Mass eMail by clicking on Communication > Mass eMail in the Management App On the Recipients tab, there is a new box called Email Consent. Checking this checkbox will narrow down the Recipients for the Mass eMail…
Removing Email Consent Units from Mailing Labels Report
Access the Mailing Labels report by clicking on the Reports tab when viewing the Association and select Mailing Labels Check the option under Special to exclude Email Consent units from the Mailing Label download. NOTE: You may still see “OE”…