Settings
Manage profile, community details, dues configuration, notifications, billing, Stripe Connect, automation, and tutorials.
Overview
Board Settings controls the community account, billing, board preferences, dues configuration, resident payment setup, automation, and board tutorials.
Access depends on board role. Some tabs are visible to all board members, while sensitive configuration requires president or treasurer permissions.
| Tab | Who can access |
|---|---|
| Profile | All board members |
| Community Settings | President only |
| Dues Configuration | President and Treasurer |
| Notifications | All board members |
| Billing & Subscription | President and Treasurer |
| Automation | President only |
| Tutorials | All board members |
Profile Tab
The Profile tab updates personal account details used in the board portal.
Editable fields:
- First name
- Last name
- Profile photo
Profile photos support common image types and are used in the interface where actor identity matters, such as activity and audit-related views.
The login email is tied to the authentication account and is not edited here.
Community Settings Tab
President-only community settings include:
- Community name
- Total units
- Timezone
- Address
- Community logo
Community name and logo appear throughout the board portal, resident portal, generated PDFs, and email/report branding.
Unit Count and Billing
Total units determine the subscription tier. Changing units can change the plan price at the next billing cycle.
Timezone
Timezone is used to interpret community-local dates and daily automation timing. Scheduled jobs run at UTC times, but community timezone is still important for local due-date and communication expectations.
Address
The community address is used in formal records such as statements, reports, and correspondence.
Danger Zone
The Delete Community action permanently removes the community and its operational data, including homeowners, dues, violations, maintenance, documents, vendors, and uploaded files.
This action cannot be undone. The confirmation requires typing the community name before deletion can proceed.
Dues Configuration Tab
President and treasurer users can configure dues billing.
Fields:
- Amount
- Due day of month
- Frequency: monthly, quarterly, or annually
The due day is limited to 1 through 28 so every month has a valid due date.
How Changes Apply
Dues configuration changes affect newly generated periods. Existing periods and existing payment records are not retroactively recalculated.
If the dues amount changes, create future periods with the new amount. Adjust current balances manually if the board needs to correct already generated records.
Notifications Tab
Each board member controls their own notification preferences. Preferences default on unless explicitly disabled.
Board notification categories include:
| Notification | Trigger |
|---|---|
| Urgent Maintenance Requests | Urgent request submitted |
| New Maintenance Requests | Non-urgent request submitted |
| New Violations Filed | Violation created |
| Escalated Violations | Violation escalates |
| Dues Payments Received | Payment marked paid |
| Overdue Dues Alerts | Payment marked late |
| Meeting Reminders | Upcoming meeting reminder |
| Daily Board Digest | Daily summary of action items |
| Maintenance SLA Alerts | SLA threshold breached |
| Resident Violation Notes | Resident responds to violation |
| Resident Maintenance Notes | Resident adds request update |
Notification changes save for the current board member only.
Billing & Subscription Tab
Billing manages the SyncHOA subscription and the separate Stripe Connect setup for collecting resident payments.
Subscription Plans
Plan tier is based on community unit count.
| Tier | Units | Monthly Price |
|---|---|---|
| Starter | 1-25 | $39 |
| Neighborhood | 26-50 | $59 |
| Community | 51-100 | $89 |
| Established | 101-150 | $129 |
| Expanded | 151-200 | $159 |
| Large | 201-300 | $189 |
| Premier | 301-400 | $219 |
| Enterprise | 401-600 | $279 |
| Custom | 600+ | Contact us |
All tiers include the board and resident portal feature set. The tier changes when unit count changes.
Trial Period
New communities start with a free trial. When a trial has 7 or fewer days remaining, the board portal shows a warning banner.
If a trial expires without an active subscription, access can be gated until the community subscribes.
Subscribe
To subscribe:
- Open Settings -> Billing.
- Accept the required legal terms.
- Select Subscribe.
- Complete Stripe Checkout.
- Return to SyncHOA after checkout.
Stripe handles card collection. SyncHOA does not store card numbers.
Manage Subscription
Subscribed communities can open the Stripe Customer Portal to:
- Update payment method
- Download invoices
- Cancel subscription
If a subscription is cancelled, access continues until the end of the paid period when applicable.
Stripe Connect for Resident Payments
Stripe Connect is separate from the SyncHOA subscription. It lets residents pay dues and fines online into the HOA's connected Stripe account.
Connect Setup
To enable resident online payments:
- Open Settings -> Billing.
- Find the dues and fine collection card.
- Accept payment terms.
- Select Connect Bank Account.
- Complete Stripe Express onboarding.
- Return to SyncHOA.
Residents see online Pay Now actions only when the connected account is active.
Connect Statuses
| Status | Meaning |
|---|---|
| Not connected | No Stripe connected account exists |
| Onboarding in progress | Setup started but not completed |
| Restricted | Stripe needs more verification |
| Connected/Active | Residents can pay online |
If restricted, return to Stripe onboarding to provide the missing information.
HOA Responsibility
By connecting Stripe, the HOA is responsible for refunds, chargebacks, disputes, negative balances, and resident payment issues. SyncHOA facilitates the workflow but does not hold HOA funds.
Usage Gauges
Billing also shows usage indicators such as:
- Community size compared to tier range
- Homeowners with linked portal accounts
- Document/upload storage usage
Use these gauges to spot setup gaps, such as many homeowners without portal access.
Automation Tab
Automation controls daily jobs that run for the community. Changes take effect on the next scheduled run.
Only presidents can update automation configuration.
Daily Board Digest
Default: on.
The board digest sends a single in-app notification when there is something actionable, such as:
- Late dues
- Escalated violations
- Urgent maintenance
- Unread resident messages
- Meetings in the next 7 days
- Billing or Stripe Connect warnings
Schedule: daily at 6:00 AM UTC.
Resident Notifications
Resident notification automation controls whether residents are notified about account activity.
Controls:
- Violation notices
- Maintenance updates
- Dues payment reminders
- Reminder days before due date
Residents can still opt out of individual notification types in their own portal Settings.
Resident dues reminders run daily and include the configured advance reminder plus a 1-day notice.
Dues Period Auto-Generation
Default: on.
When enabled, SyncHOA checks daily whether a new dues period should be generated based on the dues configuration. The job is duplicate-safe: if the period already exists, it skips creation.
Schedule: daily at 8:00 AM UTC.
Turn this off if the board wants to generate every collection period manually.
Auto-Mark Dues Late
Default: on.
When enabled, pending payments whose due date has passed are marked late. The homeowner status is set to delinquent.
Schedule: daily at 11:00 AM UTC.
Turn this off if the community uses a manual grace-period process.
Meeting Reminders
Default: on.
The board can choose how many days before a scheduled meeting reminders should be sent. Each meeting receives one reminder when the daily job finds a matching reminder date.
Schedule: daily at 7:00 AM UTC.
Maintenance SLA Monitoring
Default: on.
SLA monitoring alerts the board when:
- An urgent request has no vendor after the configured number of hours.
- A resolved request has not been closed after the configured number of days.
Defaults:
- Urgent unassigned threshold: 24 hours
- Resolved but not closed threshold: 7 days
Schedule: daily at 9:30 AM UTC.
Auto-Escalation
Default: off.
Auto-escalation can:
- Escalate open or notified violations after the configured number of days.
- Notify the board about high or urgent maintenance open longer than the configured number of days.
Defaults:
- Violation escalation threshold: 14 days
- Stale maintenance alert threshold: 7 days
Schedule: daily at 9:00 AM UTC.
Because escalation changes operational status, this feature is opt-in.
Scheduled Jobs Reference
The Automation tab includes a scheduled jobs panel. Jobs disabled by configuration appear dimmed.
| Job | Schedule |
|---|---|
| Board Digest | Daily at 6:00 AM UTC |
| Meeting Reminders | Daily at 7:00 AM UTC |
| Dues Period Auto-Generation | Daily at 8:00 AM UTC |
| Resident Dues Reminders | Daily at 8:30 AM UTC |
| Violation & Maintenance Escalation | Daily at 9:00 AM UTC |
| Maintenance SLA Monitoring | Daily at 9:30 AM UTC |
| Trial Expiry | Daily at 10:00 AM UTC |
| Auto-Mark Dues Late | Daily at 11:00 AM UTC |
Tutorials Tab
The Tutorials tab controls board walkthroughs.
Preferences:
- Enable tutorials - allow page walkthroughs to run.
- Auto-start new tutorials - automatically launch unfinished page tours.
The dashboard tutorial always auto-starts when appropriate.
The tutorial list lets board members:
- See status: not started, in progress, complete, skipped, or dismissed
- Run eligible tutorials
- Reset one tutorial
- Reset all tutorials
Some tutorials only run from detail pages because they require a real record.
Board Tutorials Available
Board tutorials include:
- Dashboard
- Homeowners
- Dues
- Financials
- Violations
- Maintenance
- Documents
- Announcements
- Vendors
- Meetings
- Reports
- Templates
- Audit log
- Community calendar
- Notifications
- Settings
Tutorial progress is saved per user and community.