In order to better identify the Residents that we interact with, the Management App allows you to identify Residents beyond “Owner”, “Miscellaneous Resident”, “Management Agent” and “Tenant”. Previously, “Miscellaneous Resident” was used to identify a “non-deeded Owner”. For example, previously,…
Resident Contact Methods
Each Resident can have an unlimited number of Phone Numbers and Email Addresses. To add either contact method, click the green plus sign next to the type of Contact Method you want to add When adding a Phone Number, you…
Emergency Contacts
Each Resident can have an unlimited number of Emergency Contacts. They also have the ability of adding their own Emergency Contacts through the Resident Portal. To add an Emergency Contact, click the green plus sign. Enter information for the Emergency…
Resident Notes
Resident Notes can be used for many things and have Visibility Settings to allow for the Notes to just be visible to Team Members or also visible to Residents in the Resident Portal. To add a Note, click on the…
Resident Bio
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…