Getting Started for Leaders

Welcome to Communitrak!

Getting started with new community management software can be overwhelming. We wrote this support article to guide you through the onboarding process. If you get stuck or have any questions, please don’t hesitate to send our support team a message. We’re here to help.

Step 1: Create an Account

If you haven’t already, create a Communitrak account for your HOA. Select the number of homes in your community, and then follow the prompts to create a new Communitrak account for you and your community.

Note that you’ll be automatically designated as a Community Leader and as the primary point of contact for your community.

Screenshot | New Community Registration Page

Step 2: Set Community Preferences

We understand that every community is unique and has very specific needs. That’s why we designed Communitrak to be easily customizable. In this step, you’ll configure preferences for your community.

Preferences include enabling and disabling modules, adding a logo and changing the color scheme, selecting who is responsible for payment processing fees, and configuring communication preferences.

All of these preferences take place on a single page – the Community Preferences page.

Screenshot | Community Preferences

Step 3: Add a Payment Method

Every new account comes with a free trial of unrestricted trial access. However, you’ll want to add a payment method in order to continue using Communitrak and avoid a service interruption.

Screenshot | Community Billing

Step 4: Add Content & Other Preparations

Configuring community preferences and providing the additional legal information as outlined above are the most important things to take care of before inviting residents to join Communitrak.

Other things you may want to do before inviting residents include:

  • Upload documents such as the community covenants to the Cloud Drive
  • Add the amenities in your community so that residents can view hours and make reservations
  • Create events on the community calendar for upcoming meetings or community events
  • Post a welcome message to the community bulletin board
  • Create member groups (i.e. Community Club, etc.) so that you can add residents to them as they join
  • Add your profile picture so that residents can quickly recognize your posts

Step 5: Invite Residents

Once you’ve walked through all the steps above, you’re ready to begin inviting residents to join!

Screenshot | Inviting Residents

That’s it! If you have questions about any of the steps above, please reach out to us! We want to make sure your experience with Communitrak is the best it can be.

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