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.
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
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
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
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
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
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.