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Setup

Applies to:Owner

Getting started happens in two parts: a short onboarding process that creates your HOA Hub and gets you paid up, followed by an ongoing Account Setup checklist that helps you fill in the rest.

  1. Fill out the sign-up form with your community’s name, city, and state, plus your own name, email, and phone number.
  2. Check your email for a setup link — it’s valid for 48 hours.
  3. Click the link and finish three quick steps:
    • Create your password
    • Confirm your community’s details — name, nickname, and address
    • Choose a plan and pay — enter your card or bank account details right on the page

Paying by bank account (ACH)? It takes 1–3 business days to clear, but your account is ready to use right away in the meantime.

The moment your payment succeeds, your HOA Hub is open for business — there’s no separate “launch” step.

Right after you pay, you’ll land on your Account Setup page — a running checklist of the first things most communities take care of:

  • Add your properties
  • Add your residents
  • Upload association documents
  • Post your first event
  • Invite additional admins
  • Set up billing & dues
  • Publish your website

None of these are required, and nothing in HOA Hub is locked while they’re incomplete — it’s just a helpful nudge. Most steps check themselves off automatically the moment you do the real thing elsewhere in the app: add a property and “Add your properties” is done, no extra click needed. Invite additional admins is the one exception — since there’s nothing to naturally stumble into, click it to open the invite form directly from the checklist.

A small progress badge (like “Setup 3/7”) stays in your top navigation bar and links back to this page anytime. It disappears once every step is complete.

Stuck on a step? Each one links to the relevant support article. You can also reach us directly at [email protected] or (763) 402-0424, Monday–Friday, 9am–5pm CT.