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.
Creating a Communitrak account for your community automatically designates you as a Community Leader, Head of Household, and as the primary point of contact for your community. To learn more about how Communitrak organizes users, view our support article User Roles & Permissions.
Follow the prompts and provide the requested information to create your Community account.
Step 2: Set Community Preferences
Now that your community account has been created, you can log in and get started with Communitrak. We understand that every community is unique and has specific needs. That’s why we designed Communitrak to be customizable. In this step, you’ll configure preferences for your community.
Preferences include enabling and disabling modules, uploading a logo, changing the color scheme, and configuring communication preferences.
All of these preferences take place on a single page – the Community Preferences page.
Most preferences are self-explanatory or have supporting text that provide a description of the available options. Simply toggle or use the checkboxes to configure these preferences in real-time.
Step 3: Enable Payment Processing
If you plan to use the Payments module to accept and process payments through Communitrak, you’ll need to follow the steps in our guide, Setting Up Payment Processing.
Note that the Payments module is not required component of Communitrak and can always be configured at a later time – just skip to step 4.
Step 4: Add Content & Other Preparations
Other things you may want to do before inviting residents include:
- Upload documents such as the community covenants to the Files module
- 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: Add a Payment Method
Every new account comes with a 30-day free trial of unrestricted access. However, you’ll want to add a payment method in order to continue using Communitrak and avoid a service interruption.
Step 6: Invite Residents
Once you’ve completed all the steps above, you’re ready to begin inviting residents! Invitations can be sent via email, text message, or printed access pass. For a more in-depth guide on how to invite residents, view our article 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.