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HeyNeighbor User Guide

Welcome, Community Leader! πŸ‘”

Your Command Center for Community Management 🎯

As a community leader, you have powerful tools at your fingertips to manage your HOA efficiently. This guide covers everything you need to know.

πŸ› οΈ Admin Capabilities

  • β€’ Manage community members and roles
  • β€’ Upload and organize documents
  • β€’ Create events and meetings
  • β€’ Set up voting and elections
  • β€’ Send community-wide announcements

πŸ“Š Oversight Tools

  • β€’ Monitor payment collections
  • β€’ Review form submissions
  • β€’ Track community engagement
  • β€’ Manage violations and notices
  • β€’ Access financial reports

Quick Start for New Admins πŸš€

Thank You for Leading!

Managing a community is a significant responsibility, and we're here to make it easier. This guide will help you leverage all of HeyNeighbor's tools to create a thriving, connected community.

Chat with AI πŸ€–

Chat with AI is the management entry point for asking community-specific questions, reviewing policy context, and finding source-backed answers without digging through documents.

Ask With Context

Ask about rules, governing documents, upcoming meetings, forms, notices, and resident-facing guidance for the active community.

Use Answers Operationally

Turn AI responses into faster resident replies, draft reminders, or follow-up tasks while still reviewing source context before acting.

2-click checklist

  1. Open Chat with AI and ask a specific community question.
  2. Review cited context before using the answer in resident communication.

Users & Units πŸ‘₯

Users & Units is the management workspace for resident records, household/unit assignments, roles, verification status, and directory visibility.

People Records

Search residents, add or approve users, update roles, and keep contact information aligned with the current community roster.

Unit Assignments

Connect residents to units, buildings, or sub-communities so voting, notices, forms, payments, and guest access stay accurate.

2-click checklist

  1. Search for the resident, household, or unit.
  2. Open the record, update assignment or role, and save.

Documents πŸ“„

Documents lets management upload, organize, secure, and approve community files so residents and the AI assistant can find reliable source material.

Organize the Library

Use folders and categories for bylaws, CC&Rs, budgets, meeting minutes, forms, policies, and resident-facing resources.

Control Access

Apply role, category, and document permissions so sensitive files are visible only to the right audience.

2-click checklist

  1. Upload or open the document you need to manage.
  2. Confirm folder, access rules, and approval status.

Votes πŸ—³οΈ

Votes is where management creates ballots, elections, and community decision workflows with clear eligibility and timing rules. Informal surveys now live in Community Hub posts.

Create and Schedule

Draft voting items, attach supporting files, set open and close windows, and define who is eligible to participate.

Monitor Results

Track participation, review outcomes, and keep records available for governance follow-up.

2-click checklist

  1. Create the vote with eligibility and dates.
  2. Publish, monitor participation, and close results when ready.

Meetings πŸ“…

Meetings helps management schedule board meetings, committee sessions, annual meetings, and community events with resident visibility.

Plan the Calendar

Add meeting details, agenda notes, location or virtual meeting links, and reminders for the right audience.

Support Follow-Up

Use meeting records, attachments, minutes, and reminders to keep decisions and attendance easy to reference.

2-click checklist

  1. Create the meeting with date, time, location, and audience.
  2. Add agenda or attachments, then publish reminders.

Payments πŸ’³

Payments appears when Stripe Connect is enabled for the community and gives authorized managers a place to review payment activity and resident billing status.

Payment Visibility

Review balances, statements, payment history, and resident payment status from the community dashboard.

Resident Support

Use payment context to answer dues questions, confirm receipts, and guide residents to update payment methods.

2-click checklist

  1. Open Payments and search for the account or period.
  2. Review status, export or share the needed record, and follow up.

If Payments is hidden, Stripe Connect is not enabled for the active community.

Amenities 🏊

Amenities is the reservation and amenity-management page for shared spaces, equipment, and community facilities when the feature is enabled.

Manage Availability

Maintain amenity details, rules, hours, booking windows, and reservation requirements for residents.

Review Reservations

Monitor requests, resolve conflicts, and keep the amenity calendar accurate for the community.

2-click checklist

  1. Open the amenity or reservation that needs attention.
  2. Update availability, approve request, or adjust rules.

If Amenities is hidden, the feature is disabled for the community.

Tasks βœ…

Tasks helps management coordinate operational work, assign owners, set due dates, and keep follow-up visible across the community team.

Assign Work

Create tasks for maintenance, resident follow-up, compliance items, meeting preparation, and recurring operations.

Track Progress

Use status, owners, comments, and due dates to keep work from falling through the cracks.

2-click checklist

  1. Create or open the task and assign an owner.
  2. Set due date, add context, and update status as work moves.

Community Selector 🏘️

Community Selector in the top bar lets management switch between communities they can access without signing out.

Switch Context

Choose the correct community before reviewing users, payments, documents, notices, or settings.

Avoid Scope Mistakes

The active community controls what data, messages, and settings you are viewing or changing.

2-click checklist

  1. Open the selector in the top bar.
  2. Pick the correct community and confirm the dashboard updates.

Messaging Hub πŸ’¬

Messaging Hub is the top-bar communication drawer for direct messages, group conversations, AI support, and the shared management inbox.

Direct and Group Messages

Message individual residents, vendors, board members, or internal groups while keeping conversations organized.

Shared Inbox

Open Management Inbox when residents message management without selecting a specific recipient.

2-click checklist

  1. Open the message icon in the top bar.
  2. Choose direct message, group chat, AI support, or Management Inbox.

Settings βš™οΈ

Settings is available from the dashboard menu and controls community configuration, account preferences, profile details, notification choices, and role-preview tools when available.

Community Configuration

Admins and managers can review feature switches, appearance, payment settings, and community-level preferences.

Roles & Permissions

Use Roles & Permissions to control which board and committee roles can access Notices, Forms, and Community Hub approval workflows.

Account Preferences

Update profile details, notification preferences, theme, language, and sign-out from the dashboard menu.

2-click checklist

  1. Open the gear menu in the top bar.
  2. Choose Settings, select the tab you need, and save changes.

Community Management Tools πŸ‘”

πŸ‘₯ This Section is For Board Members, Managers, & Administrators

Leading a community is a big responsibility! Here are the additional tools and features available to help you manage your HOA effectively.

Community Management

  • β€’ User Management: Approve new residents, assign roles
  • β€’ Communication: Send community-wide announcements
  • β€’ Community Settings: Configure features and policies
  • β€’ Member Directory: Manage resident information

Administrative Tools

  • β€’ Form Management: Create custom forms for residents
  • β€’ Document Control: Upload and organize community docs
  • β€’ Meeting Coordination: Schedule and manage meetings
  • β€’ Voting Setup: Create ballots and manage elections

Financial Management

  • β€’ Payment Tracking: Monitor dues collection
  • β€’ Financial Reports: Generate budget reports
  • β€’ Late Fee Management: Track overdue accounts
  • β€’ Expense Tracking: Monitor community spending

AI-Powered Insights

  • β€’ Community Analytics: Resident engagement insights
  • β€’ Smart Reporting: Automated report generation
  • β€’ Trend Analysis: Identify community patterns
  • β€’ Predictive Tools: Budget and maintenance forecasting

πŸ“¬ Management Inbox - Your Shared Team Inbox

The Management Inbox is a shared communication hub where all admins, managers, and board members can view and respond to resident inquiries together.

How to Access:
  1. 1. Click the message icon in the top navigation
  2. 2. Select "πŸ“¬ Management Inbox"
  3. 3. View all resident inquiries in one place
Team Workflow:
  • β€’ All managers see the same inbox
  • β€’ First responder handles the inquiry
  • β€’ When anyone reads a message, it's marked read for all
  • β€’ Full conversation history is preserved
πŸ””

Unread Alerts

Purple dot shows new messages

πŸ“‹

Subject Lines

Easily scan & prioritize requests

πŸ’¬

Separate from DMs

Private chats stay private

πŸ’‘Tip: The Management Inbox is separate from regular direct messages. You can still message individual residents privately β€” those conversations won't appear in the shared inbox!

Leadership Tips for Success

πŸ’¬ Communication is Key

Regular updates keep residents informed and engaged. Use announcements and the forum to share news.

πŸ“Š Data-Driven Decisions

Use the analytics and reports to make informed decisions about community improvements and budgets.

🀝 Encourage Participation

Active residents make stronger communities. Promote voting, events, and forum discussions.

⚑ Streamline Processes

Use digital forms and automated processes to reduce administrative burden and improve efficiency.

Access & Permissions Matrix πŸ”

Understanding who can do what in your community

Role-Based Access Control

HeyNeighbor uses a sophisticated permission system to ensure the right people have access to the right features. Each role is carefully designed to balance responsibility with capability.

Full Access
Limited / View Only
No Access
✍️

Admin

Full System Control

Community Settings
Financial Management
Member Management
Document Permissions
Event Management
Forum Moderation
Notices & Violations
All Features
πŸ“‹

Manager

Operations Management

Community Settings
Financial Management
Member Management
Document Permissions
Event Management
Forum Moderation
Notices & Violations
System Features
🏒

Board Member

Governance & Oversight

Community Settings
Financial Reports
Member Management
Document Permissions
Event Management
Forum Moderation
Notices & Violations
View Analytics
πŸ‘₯

Committee

Specialized Groups

Community Settings
Financial Management
Write Notices & Save
Send Notices
Post Updates & Events
Elevated Document Access
Create & Setup Meetings
Committee Tools
🏑

Resident

Community Members

Community Settings
View Users
View Documents
Dues Payments
Community Newsfeed
Post in Forum
View Notices
Personal AI & Features
πŸ”§

Service Provider

Vendors & Contractors

Can Comment on Posts
View Users
Forum Access
Community Newsfeed
Forms & Notices
Messaging
Documents Portal
AI Chatbot

Important Notes About Permissions

πŸ”’

Security First

All roles are designed with security in mind. Sensitive financial and personal data is restricted to authorized users only.

βš™οΈ

Customizable

Admins can customize certain permissions for each role to fit your community's unique needs and governance structure.

πŸ“„

Document Permissions

Management can set document and document category/folder permission and restriction using both user role types or by assigning access to specific users.

πŸ””

Notices Permissions

Admins and managers can publish notices. Board and committee members can be enabled to access Notices, save shared drafts, and submit drafts for management review from Settings β†’ Roles & Permissions β†’ Notices.

Roles & Permission Settings βš™οΈ

How to use the live role-permission controls without giving away full management authority.

What this settings tab is for

The Access & Permissions matrix explains each role at a high level. The Roles & Permissions settings tab is more specific: it lets admins and managers decide which non-management roles can participate in approval-based workflows. This is useful when a board, committee, or resident group should help draft, submit, or review work without receiving final publishing authority.

Where to find it

Open Settings β†’ Roles & Permissions. Admins and managers can make changes. Board and committee members can view the tab in read-only mode so they understand what access their role has.

Always-on rows

Admin and manager rows are intentionally locked on for management-owned actions. Those disabled switches are guardrails: publishing, approving, and final review stay with the people responsible for community operations.

Auto-save behavior

Permission changes auto-save. When a switch is off, the related create, upload, or submit action is hidden from that role and the server rejects direct attempts.

Current permission sections

Community Hub

Controls who can submit Community Hub posts and events for approval, and who can post without needing approval. Keep direct posting limited; approval keeps public community content consistent and reviewable.

Documents

Controls who can upload documents for management approval. Board and committee access is off by default. Enabled uploads stay pending until an admin or manager approves them.

Votes

Controls who can create a vote and submit it for approval. Admins and managers can publish directly; board and committee access is off by default unless your community enables it.

Notices

Controls who can access the Notices tab, save shared drafts, and submit a notice to management for review. Publishing notices remains limited to admins and managers.

Forms

Controls who can view all form submissions under the Submissions tab on the Forms page. Use this when board or committee members need oversight of submitted forms without changing broader management authority.

Approval workflow guidance

  • β€’ Use approval-based permissions when a role should help prepare work but management should still make the final decision.
  • β€’ Submitting for review creates an approval request for admins and managers in the notification hub.
  • β€’ Saving a draft is collaborative and quiet; it does not notify management until someone submits it for review.
  • β€’ Not every role appears in every section. The menu only shows roles that make sense for that workflow.

Community Communication Overview πŸ“’

πŸ“± Web App Required for Management Features

All communication and content creation features are accessed from the web app. The mobile app is resident-focused and lacks management capabilities.

Choose the Right Channel

πŸ“° Community Hub Updates

Public newsfeed posts for updates and events. Included in the Daily Digest email.

πŸ“‹ Community Notices

Official targeted messages delivered by email and in-app inbox.

πŸ‘₯ Group Chats

Private conversations for board and committee collaboration.

πŸ€– AI Chat Tools

Coach the resident AI with quick topics and uploaded reference documents.

πŸ“¬ Management Inbox

Shared inbox where residents can message management without picking a specific person.

Community Hub Updates & Events πŸ“°

The Community Hub is your community's newsfeed. You can post two types of content here: Updates (general announcements, news, and information) and Events (community activities with dates, times, and RSVP). Both types live on the newsfeed and are automatically included in the Daily Digest emailthat goes out at the end of each day, so even residents who don't check the app daily will stay informed.

How to Post

  1. 1. Go to the Community Hub page
  2. 2. Click "New Post" to create an Update, or go to the Events tab to create an Event
  3. 3. Write your title and description and use the AI writing assistant when helpful
  4. 4. Attach pictures, videos, or documents as needed
  5. 5. Click Post or Create Event

What You Can Attach

  • β€’ πŸ“· Pictures β€” Photos of community areas, flyers, and updates
  • β€’ πŸŽ₯ Videos β€” Walkthrough tours, meeting recordings, and clips
  • β€’ πŸ“„ Documents β€” PDFs, meeting minutes, and policy docs

πŸ€– AI Writing Help: Provide a few key points and let the AI draft a polished title and description.

πŸ“§ Daily Digest: Updates and Events posted to the Community Hub are automatically bundled into the Daily Digest email that goes out at the end of each day.

Forum Moderation πŸ’¬

The Forum is the resident discussion area for recommendations, questions, marketplace posts, and neighbor-to-neighbor conversations. Management can use it to watch community sentiment, answer common questions, and moderate content when needed.

Management Uses

  • β€’ Monitor resident questions and recurring concerns
  • β€’ Clarify policies without turning every topic into an official notice
  • β€’ Encourage constructive discussion and neighbor recommendations

Moderation Flow

  1. 1. Open Forum from the sidebar
  2. 2. Review categories, comments, and flagged activity
  3. 3. Reply, redirect, or moderate based on community policy

2-click checklist

1) Open the active discussion. 2) Reply with guidance or moderate according to policy.

Community Notices πŸ“‹

Community Notices are official communications from the boardthat get sent as both emails and in-app messages to a selected group of users, or to all users at once. Unlike Community Hub posts, notices are direct, targeted correspondence and arrive in each recipient's message inbox on both web and mobile apps.

How to Send

  1. 1. Go to the Notices page
  2. 2. Click "Create Notice"
  3. 3. Choose a notice type: General, Emergency, or Violation
  4. 4. Select your audience β€” all users, specific households, or by role
  5. 5. Choose delivery timing and write the notice
  6. 6. Click Publish to send

Delivery Options

  • β€’ ⚑ Send Immediately β€” For urgent, time-sensitive notices
  • β€’ πŸ“… Schedule Delivery β€” Send mandatory notices at a selected future time
  • β€’ πŸ“± In-App Messages β€” Always delivered to recipients' inboxes regardless of email preference

Mandatory Notices

Every notice is mandatory. Notices are delivered even to recipients who have notifications turned off, or who haven't yet joined the platform. Use notices for critical communications that every recipient must see.

Drafts, Review, and Role Access

For users with Notices access
  • β€’ Save Draft keeps the notice as a shared draft so other users with Notices access can collaborate.
  • β€’ Submit for Review sends the draft into the Notices list for admins and managers to review.
  • β€’ Drafts are not delivered to residents until an admin or manager publishes them.
Who can publish
  • β€’ Admins and Managers always have Notices access and can publish notices.
  • β€’ Board Members and Committee Members can be granted Notices access from Settings.
  • β€’ Residents are not configurable for Notices draft access.
To adjust access, go to Settings β†’ Roles & Permissions β†’ Notices and update Access notices and draft notices. Board and committee access is off by default.
πŸ“§

Email

Immediate or scheduled

πŸ“±

In-App Message

Always delivered to inbox

🚨

Mandatory

Reaches everyone, even opted-out

πŸ“‚ Notice History: A complete history of all notices that have been sent is available on the Notices page for reference, record-keeping, and read tracking.

Group Chats πŸ‘₯

You can create group chats for your various board and committee groups so the right people can coordinate in one place. Group chats are created from the Messages page by starting a new conversation and selecting the members to include.

Examples

  • β€’ πŸ›οΈ Board Members Chat β€” Discuss governance matters privately
  • β€’ πŸ—οΈ Architectural Committee β€” Review applications together
  • β€’ πŸŽ‰ Social Committee β€” Plan events and activities
  • β€’ 🌳 Landscaping Committee β€” Coordinate maintenance
  • β€’ πŸ’° Finance Committee β€” Budget discussions

πŸ’‘ Tip: Group chats keep internal discussions organized and separate from resident-facing communications. You can still send direct messages to individual users when needed.

AI Chat Tools πŸ€–

Leverage AI Chat features to provide residents with instant, accurate answers about community topics. Seed the experience with recurring questions and supporting documents so answers stay aligned with your policies.

Quick Chat Topics

Post topics you want residents to be mindful of:

  • β€’ πŸ”₯ Brush clearance requirements
  • β€’ πŸš— Parking reminders
  • β€’ πŸ• Pet policy updates
  • β€’ 🏊 Pool and amenity hours

Upload Supporting Documents

Give the AI coached answers by uploading:

  • β€’ πŸ“„ FAQ documents
  • β€’ πŸ“‹ Committee guidelines
  • β€’ πŸ“ Policy updates
  • β€’ πŸ“š Living documents that grow over time

πŸ’‘ Pro Tip:Committees can create living documents with answers and advice that expand over time. Upload these to supplement or replace older FAQ content in the AI's knowledge base.

Management Inbox πŸ“¬

The Management Inbox allows residents to message the board or management team without choosing a specific person. Any manager can respond from this shared inbox.

For Residents

  • β€’ Click "Message Management" in Messaging Hub
  • β€’ Write their question or concern
  • β€’ No need to know who to contact

For Managers

  • β€’ Click "Management Inbox" in Messaging Hub
  • β€’ See all resident inquiries in one place
  • β€’ Any manager can respond
🟣

Purple Dot

Unread shared inbox messages

πŸ‘₯

Shared Inbox

All managers see the same queue

⚑

First Responder

Any manager can reply

πŸ’‘ Note: The Management Inbox is separate from personal direct messages. Private conversations with individual residents stay private and do not appear in the shared inbox.

Guest List & Concierge Operations πŸšͺ

Control Entry Flow with Real-Time Visibility

Guest List gives your front desk and guard team a single workflow for expected arrivals, check-ins, denials, and recurring access.

Who gets full controls:

  • β€’ Admins and Managers (automatic full access)
  • β€’ Users marked as Guest List Guard
  • β€’ Board members and standard users do not get full controls unless explicitly designated as guard

Daily operations

  • β€’ Use the date selector to move forward/back by day
  • β€’ Review expected, checked-in, and on-site totals
  • β€’ Check guests in with party size + optional plate/ID details
  • β€’ Check guests out when they leave
  • β€’ Use Check Back In if someone returns after checkout

Risk controls

  • β€’ Deny entry with a required reason for audit history
  • β€’ Hover denied status to view reason quickly
  • β€’ Use Undo Denied when a denial was entered by mistake
  • β€’ Maintain blacklist entries to block known individuals
  • β€’ Guest/recurring adds are automatically checked against blacklist

Recommended setup for front desk teams

Create guard house and concierge users as Service Provider role and enable Guest List Guard. This gives full guest-list operations while keeping access appropriately limited across the rest of the platform.

  1. 1. Go to Users & Units and add user
  2. 2. Set role to Service Provider
  3. 3. Enable Concierge / Guard Access for Guest List
  4. 4. Assign status and household/unit details as needed

Operations tip

Ask residents to add guests with the correct expected day and arrival time. This keeps guard operations faster and reduces calls at busy entry periods.

Forms πŸ“

Forms screenshot

Submit Requests the Easy Way! πŸš€

No more paper forms or wondering if your request was received! Submit everything online and track the status.

πŸ”§ Common Requests

  • β€’ Report maintenance issues
  • β€’ Request home improvements
  • β€’ Reserve community spaces
  • β€’ Submit complaints

βœ… Benefits

  • β€’ Track your request status
  • β€’ Get email updates
  • β€’ No lost paperwork
  • β€’ Faster responses

How It Works:

  1. 1️⃣ Go to "Forms" in the sidebar
  2. 2️⃣ Choose the form you need
  3. 3️⃣ Fill it out online (save as you go!)
  4. 4️⃣ Submit and get a confirmation
  5. 5️⃣ Track progress in your dashboard

Manage Forms & Fields πŸ› οΈ

Manage Forms screenshot

Administrators can create, edit, and manage form templates to streamline community processes and ensure consistent data collection.

Create a New Form Template

Build a custom form your residents can submit β€” maintenance requests, architectural change applications, complaints, feedback, and more. Templates are reusable and keep submissions consistent so nothing slips through the cracks.

  1. 1️⃣ Go to Forms in the sidebar
  2. 2️⃣ Open the πŸŽ›οΈ Manage Forms tab (visible to management and committee roles)
  3. 3️⃣ Click the Create Template button in the top-right
  4. 4️⃣ Fill out template information and form fields
  5. 5️⃣ Click Create Template to publish it to the community
Manage Forms tab with Create Template button highlighted

πŸ’‘ Don't see the Manage Forms tab? Your role needs management or committee access. Ask a community admin to grant you the right permissions.

πŸ“‹ Step 1: Template Information

Give your form a clear identity so residents know what it's for and you can find it later.

  • β€’ Template Name (required) β€” short and specific, like "Architectural Change Request" or "Pool Key Replacement." Click AI the Title for an AI-suggested title.
  • β€’ Description (required) β€” 1 to 3 sentences telling residents when and why to use the form. Click AI this Description to generate one from the title.
  • β€’ Category (required) β€” pick one of: πŸ—οΈ Architectural, πŸ”§ Maintenance, ⚠️ Complaint, πŸ“‹ Request, or πŸ’¬ Feedback.
Step 1 of the Create Form Template dialog with name, description, and category filled out

Example: an "Exterior Paint Color Approval" template in the Architectural category.

Step 2: Form Fields

Add the questions residents will answer. You can build fields one at a time, or use the AI Generate Form Fields button to get a starter list based on your title, description, and category.

For each field you add:

  • β€’ Enter a Field Label (what residents see above the input)
  • β€’ Pick a Field Type from the dropdown
  • β€’ Optionally add Placeholder Text as a hint inside the input
  • β€’ Check Required Field if residents must answer it
  • β€’ Use the ⬆️ / ⬇️ arrows to reorder fields, or the πŸ—‘οΈ trash icon to remove one

Available field types:

✏️ Text Input β€” single-line answer
πŸ“ Long Text β€” multi-line paragraph
πŸ“‹ Dropdown Menu β€” pick one from a list
β˜‘οΈ Checkbox (Single) β€” yes/no toggle
β˜‘οΈ Checkboxes (Multiple) β€” pick many
πŸ”˜ Radio Buttons β€” pick exactly one
πŸ“… Date Picker β€” calendar selector
πŸ“Ž File Upload β€” photos, PDFs, docs
🏠 Property Selector β€” select a unit or lot
πŸ“ Map Pin Location β€” drop a pin on a map
Field Type dropdown open in the Create Form Template dialog showing all ten available field types
  • β€’ Dropdown, Radio, or Multiple Checkboxes β€” add the list of choices residents can select. At least one option is required.
  • β€’ Property Selector β€” residents see their own property by default. Enable "Show all community properties" if they need to reference a different unit.
  • β€’ File Upload β€” ideal for photos of damage, architectural drawings, or supporting documents.
  • β€’ Map Pin Location β€” residents can mark an exact spot, such as a pothole, broken light, or irrigation leak.
Three configured form fields in Step 2 of the Create Form Template dialog

Example: three configured fields β€” a text input, a long-text field, and a file upload.

Publish & Notifications πŸš€

Publish & Manage

  • β€’ Click Create Template to save. It becomes available to the entire community immediately.
  • β€’ Not ready to go live? You can disable the template from the Manage Forms list and enable it later without losing your work.
  • β€’ Need to tweak it? Click the template in the Manage Forms list to edit the name, description, category, or fields at any time.
  • β€’ The usage count next to each template shows how many residents have submitted it.
Final step of the Create Form Template dialog, ready to publish with the Create Template button

Click Create Template to publish β€” the form becomes immediately available to residents.

Assign Form Notifications

You can assign users to be notified whenever a specific form is submitted. Go to Forms > Manage Forms > Assign Notification, choose the user or users you want notified, and save.

How Delivery Works
  • β€’ New submissions: Assigned users receive an in-app notification that opens the submitted form. Assigned users with email addresses also receive a form submission email.
  • β€’ No assigned users: The form is still submitted and visible in Forms, but no submission notification or submission email is sent.
  • β€’ Resident comments or attachments after submission: Assigned users receive a Form Comment notification in the Notification Center, plus a mobile push notification if they have form activity push alerts enabled.
  • β€’ Management or committee comments: The original submitter receives the Form Comment notification and eligible mobile push alert. Comment activity does not send email.

Notification Center πŸ””

Stay in the Loop! πŸ“‘

Never miss important community updates! Control what notifications you receive and how you get them.

πŸ”” In-App Notifications

  • β€’ Click the bell icon to see all alerts
  • β€’ Red dot shows unread notifications
  • β€’ Real-time updates while you browse
  • β€’ Mark as read to clear notifications

πŸ“§ Email Alerts

  • β€’ Get important updates in your inbox
  • β€’ Choose daily digest or instant alerts
  • β€’ Never miss payment due dates
  • β€’ Configure in Settings β†’ Notifications

What You'll Be Notified About πŸ“’

🏠 Community News

  • β€’ Important announcements
  • β€’ Maintenance updates
  • β€’ Policy changes
  • β€’ Emergency alerts

πŸ’¬ Your Activity

  • β€’ Replies to your forum posts
  • β€’ Form approval updates
  • β€’ Payment confirmations
  • β€’ Meeting reminders

⚠️ Important Alerts

  • β€’ Payment due reminders
  • β€’ Voting deadlines
  • β€’ Meeting schedule changes
  • β€’ Urgent community notices

πŸ’‘ Pro Tip: Enable email notifications for payment reminders and vote deadlines so you never miss important dates, even when you're not checking the app!

Notification Types πŸ“‹

The Notification Center shows unread alerts and pending approval work. The exact alerts you see depend on your role, assigned responsibilities, and which community features are enabled.

Forms & Requests

  • β€’ Form comments and attachment activity
  • β€’ Form status updates
  • β€’ New form submissions for assigned contacts
  • β€’ User approval requests

Community Content

  • β€’ Community updates
  • β€’ Forum content reports
  • β€’ Social club posts
  • β€’ Event reminders

Notices & Violations

  • β€’ General notices
  • β€’ Emergency notices
  • β€’ Violation notices issued, escalated, or resolved
  • β€’ Resident violation reports

Tasks & Operations

  • β€’ Task assignments
  • β€’ Task completion updates
  • β€’ Subtask completion updates
  • β€’ Task comments

Reservations & Compliance

  • β€’ Amenity reservation reminders
  • β€’ Compliance deadline alerts
  • β€’ Compliance warning alerts

Approval Required

  • β€’ Document approval requests
  • β€’ Community post or event approval requests
  • β€’ Notice approval requests
  • β€’ Vote or survey approval requests

How clearing works: Regular notifications clear from the center after they are read. Approval-required notifications stay visible until someone approves, rejects, or otherwise resolves the underlying item.

State HOA Compliance Guides βš–οΈ

Know Your State's HOA Laws πŸ“š

HOA laws vary significantly from state to state. Our free compliance guides help you understand the specific requirements for your state, including meeting notice periods, voting rules, assessment limits, and enforcement restrictions.

πŸ’‘ Pro Tip:Understanding your state's HOA laws helps ensure your community operates transparently and protects homeowner rights.

Document Compliance Audit πŸ”

Want to check if your HOA's CC&Rs, bylaws, or rules comply with your state's laws? Our AI-powered audit tool analyzes your documents against state requirements.

Start Free Document Audit

Tips for Success πŸ’‘

Become a HeyNeighbor Pro! 🌟

Here are insider tips to help you get the most out of your community platform and connect better with your neighbors!

πŸ€– Master the AI Chat

  • β€’ Be specific: "Pool hours on weekends" vs "pool info"
  • β€’ Ask for help: "How do I submit a maintenance request?"
  • β€’ Get reminders: "When are HOA dues due?"
  • β€’ Find documents: "Show me the pet policy"

πŸ’¬ Forum Success

  • β€’ Great titles: "Lost cat - orange tabby on Maple St"
  • β€’ Add photos: Pictures help with maintenance issues
  • β€’ Search first: Someone might have asked already
  • β€’ Be neighborly: Say thanks and help others too!

πŸ”” Never Miss Anything

  • β€’ Check daily: Quick look at notifications each day
  • β€’ Email alerts: Turn on for payments & votes
  • β€’ Follow discussions: Get updates on topics you care about
  • β€’ Calendar sync: Add meetings to your phone calendar

πŸ’° Payment Pro Tips

  • β€’ Auto-pay = freedom: Set it once, never worry again
  • β€’ Update cards: Keep payment methods current
  • β€’ Save receipts: Download for taxes or records
  • β€’ Check statements: Review monthly for accuracy

Need Help?

Remember, the AI chat is always available for quick questions! You can also reach out to your community board members through the forum or contact information in the Documents section.

Mobile Power User Tips πŸ“±

HeyNeighbor works perfectly on your phone! Make it even better with these mobile tricks:

🏠 Home Screen Shortcut

Add HeyNeighbor to your home screen like a real app!

πŸ”Š Voice-to-Text

Speak your forum posts and AI questions

πŸ“· Quick Photos

Take photos right in forms for maintenance requests

πŸ”” Smart Notifications

Enable for urgent alerts even when phone is locked

Onboarding Templates πŸ“¨

βœ‰οΈ Ready-to-Use Introduction Letters

Use these professionally crafted letter templates to introduce HeyNeighbor to your community. Choose the style and length that best fits your community's communication preferences.

Professional Style

Formal, business-appropriate tone ideal for official HOA communications and board announcements.

Friendly Style

Warm, approachable tone perfect for close-knit communities and casual communication styles.

πŸ’‘ Tips for Customization

  • β€’ Make a copy: Click "File" β†’ "Make a copy" to create your own editable version
  • β€’ OR download a copy: Click "File" β†’ "Download" to select the format you wish to download
  • β€’ Add your community name: Replace placeholder text with your HOA's name and details
  • β€’ Include your contact info: Add board member names or management contact information