Welcome and Getting Started Checklist
A quick, comprehensive guide to getting started with Easy HOA. This video covers the basic steps and settings you must know when first getting started with the Easy HOA software.
00:00 Setting Up Your Merchant Account
01:42 Full Accounting Service
02:56 Support Site: Finding Answers to Your Questions
04:13 Data Entry: Downloading CSV Template and starting data entry
05:33 Domain Name: What domain name are you going to use
06:44 Time Zone, Logo, Email, Email Inbox, and Billing Period Settings
07:57 Billing Period Setting: Determine when you want the software to invoice
09:27 Notification Settings: Automatic Notifications, Editing Notifications, Turn on or Off
11:41 Editing your HOA Billing Information
12:20 My Team Logins: Creating logins for the management software
14:17 Homeowner Logins: Logins for homeowners
16:10 AutoPay: How to set homeowners up on auto-pay
17:18 Referral Program: Make a little extra money by sharing your experience