Getting Started with Clubhaus

Set up your HOA management platform in just a few simple steps. We'll guide you through everything you need to get your community up and running.

1

Setup Your Clubhaus Account

Sign up for a free 30-day trial. No credit card required. Create your community profile with your HOA name and basic information.

  • Choose your community name
  • Verify your email address
  • Set your admin password
  • Select your community size
2

Import Units and Neighbors

Add your community members quickly using our bulk import tool or add them manually one by one.

  • Download our CSV template
  • Fill in unit addresses and owner details
  • Upload the completed file
  • Review and confirm imported data
3

Add Board Members

Invite your board members and assign appropriate roles and permissions for secure collaboration.

  • Send email invitations to board members
  • Assign roles (President, Treasurer, Secretary, etc.)
  • Configure access permissions
  • Enable shared inbox access
4

Setup Resident Portal

Customize your community website with your branding, upload documents, and configure resident-facing features.

  • Add your community logo and colors
  • Upload governing documents (CC&Rs, Bylaws)
  • Configure amenity reservations
  • Set up community announcements page
5

Send Onboarding Email to Residents

Invite residents to register their accounts and access the resident portal with a single click.

  • Customize the welcome email template
  • Select residents to invite
  • Send bulk invitations
  • Track registration progress
6

Start Using Clubhaus

You're all set! Begin using the full power of Clubhaus for invoicing, communications, events, and more.

  • Generate and send invoices
  • Communicate with residents via email & announcements
  • Schedule board meetings and community events
  • Process architectural review requests
  • Collect online payments

Ready to Get Started?

Join 300+ communities already using Clubhaus to streamline their HOA management. Start your free 30-day trial today.