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Set Up Your First Property

After creating your account, the next step is to add your first property. If you registered as a Self-Managed HOA, a property was already created for you during signup — you can skip to the onboarding checklist below.

What you'll need
  • Your property name (for example, "Sunny Hills Community")
  • The property address
  • An idea of how many units are in the property

Adding a Property​

Step 1: Go to the Properties page​

After logging in, you will see the All Properties page. If this is your first time, you'll see a welcome message.

Empty properties page

Step 2: Click "Add Property"​

Click the Add Property button (or Add My Community if you are a Self-Managed HOA).

Step 3: Fill in the property details​

Enter the following information:

  1. Property Name — The name of your community or building (for example, "Sunset Villas HOA").
  2. Address — The street address.
  3. City, State, and Postal Code — The location of the property.
  4. Country — The country.

Click Save to create the property.

Step 4: You're in!​

You will be taken to your new property's dashboard. From here, you can start adding units and residents.

The Onboarding Checklist​

When you first open your property, you will see a Getting Started checklist at the top of the dashboard. This checklist guides you through the essential setup steps:

  1. Property created — Already done!
  2. Add units — Add the units in your property (apartments, condos, etc.).
  3. Add residents — Add the people who live in those units.
  4. Invite a resident — Send a portal invitation to at least one resident.
  5. Invite team member — Add a staff member to help you manage the property.

Onboarding checklist

Click on any incomplete step to be taken directly to the relevant page. Each step also has a help icon (?) that links to a detailed guide.

You can dismiss the checklist at any time by clicking the X button. You can always access setup help later in Settings.

Troubleshooting​

ProblemSolution
Don't see the "Add Property" buttonOnly organization managers can add properties. Ask your manager to grant you access.
Property created during signup but can't find itCheck the property switcher at the top of the sidebar. Your property should be listed there.
Accidentally created the wrong propertyGo to Settings for that property and update the name and address, or contact support.