Getting Familiar with the platform
You'll land first on the Getting Started Workflow which will guide you through each step of the initial setup. You can always reach support to setup additional help at [email protected].
The Getting Started progress bar tells you where you are at each point.
You can always get back to Getting Started by looking in the very top left of the side nav. If you've seen enough, you can uncheck "Always show..." and you will land on the Dashboard when you sign in going forward.
👉 There are 10 steps (you can skip around) to go from sign-up to fully set-up. You can do them all at once, over time, and in any order.
👉 Here is a view of the top of Getting Started - note in this example 4 of 10 are completed.
Step 1: Invite fellow Board members to the platform
Step 2: Upload your Logo & Complete Your Community Address
(you can skip for now and come back if you need to gather your logo). If you'd like one created for you, just email [email protected]
We recommend 200px x 200px or better (up to 2MB size)
Note: Using AI for your Logo:
You can select Generate with AI and use the tools to generate a logo. A default prompt is provided but you can edit as you see fit. The logo generator will offer you an option which you can use or try again. Each option is automatically trimmed to size for best fit in the platform. If you have your own logo, feel free to upload that instead.
Step 3: Add Units/Properties
Add now, or setup later. Our Import wizard will help you easily setup the platform, but if you need any help, just ask and we'll take care of it for you!
Step 4: Add Residents/Users
Import easily, or ask for help. We're here to support you.
Step 5: Upload Community Documents
Add CC&R's, ByLaws, and other important documents for Vlge to index and store - making them readily available to your residents. You can do this at any time, but our guided flow here makes sure the categorization is just right for the most important documents, and that they end up in just the right spot for your residents.
Step 6: Build Document Store
We'll provide a basic structure for storing key documents, financials by year, contracts, and all the common documents. You can add or edit as you like for yoru community.
Tip: Make confidential documents private by restricting them to the Board only folder.
Step 7: Setup Violations & Notices
Configure how your community handles these important items
If you select Yes, our wizard creates the most common types for you, but you can always customize or delete later.
Step 8: Customize your terminology
Don't use "ACC" for Architectural Controls? No problem, call it what you like and we'll adjust the platform.
Step 9: Setup your ACC/ARB (custom) request form and process
Step 10: Setup your charges & Billing
Setup Review fees, fine amounts, and dues custom to your community. Vlge uses Stripes secure payment processing.
We continue to guide you along each step, and remain available to help complete any setup step where you feel stuck. Just ask! ([email protected])