Welcome to Communitrak! If you're a leader in your Homeowners Association and new to our platform, this guide will walk you through the essential steps to get your community up and running on Communitrak. Follow these steps to ensure a smooth setup and take full advantage of all the features Communitrak offers.
Step 1: Create an Account
Why It's Important: Creating a Communitrak account is the first step in managing your HOA online. This account establishes you as the Community Admin and the primary point of contact.
How to Do It: Visit the Communitrak sign-up page, select the number of homes in your community, and follow the prompts to create your account. This process automatically assigns you as the Community Admin and a Head of Household.
Step 2: Set Community Preferences
Why It's Important: Each community is unique, and Communitrak allows you to customize settings to meet your specific needs.
How to Do It: Log in to your account and navigate to the Community Preferences page. Here, you can enable or disable modules, upload a community logo, select a color scheme, and set up communication preferences. Adjust these settings to reflect the needs and character of your community.
Step 3: Enable Payment Processing
Why It's Important: If your community plans to accept payments for dues, fees, or other services, setting up payment processing is a crucial step.
How to Do It: Follow the detailed guide in our Setting Up Payment Processing article. Remember, this step can be completed at any time, so feel free to move onto the next step and return to this later if you're not ready to accept payments immediately.
Step 4: Add Content & Other Preparations
Why It's Important: Before inviting residents to join, adding essential information and resources will enrich the community experience on Communitrak.
How to Do It: Upload important documents to the Files module, list amenities with details for reservations, create events on the community calendar, post a welcome message on the bulletin board, and set up member groups. Adding your profile picture also helps residents recognize your posts and announcements.
Step 5: Add a Payment Method
Why It's Important: To ensure uninterrupted access to Communitrak after your free trial, adding a payment method is necessary.
How to Do It: Navigate to the payment settings in your account and enter your payment information. This step secures your subscription and keeps your account active post-trial.
Step 6: Invite Residents
Why It's Important: Now that your community is set up, the next step is to grow your community by inviting residents to join Communitrak.
How to Do It: Use Communitrak's invitation tools to send invites via email, text message, or printed access passes. Check out our collection of support articles on Inviting Residents for a comprehensive guide on this process.
Congratulations!
You've taken the essential steps to get your community started on Communitrak. Remember, our support team is here to assist you with any questions or additional help you may need. Welcome to the Communitrak family, and here's to a thriving and connected community!
🎉 Ready to get started? If you encounter any questions or need further assistance, don't hesitate to reach out through the chat bubble on our site or consult our support articles for more information.
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