Fourplex Tour

If someone invites you to an HOA on Fourplex, the first link in the email opens a short product tour. The desktop tour begins with a Welcome to Fourplex intro, then walks through a fictional sample community so new members can understand the basics before entering the real app.

Invites to a builder-managed community skip this tour and open the member portal directly. Those homes use Payments and Utilities until the HOA is established.

What happens after I click the invite link?

Open the invite email and click the join link.
Sign in or create your Fourplex account if prompted.
Fourplex opens the Fourplex Tour for your role.
When you finish, Fourplex sends you to the right place automatically.

Residents finish in the Member portal. Board members finish in the Dashboard.

What does the tour show me?

The tour depends on your role.

Residents see how to check dues, compare ACH vs. card fees before entering Stripe, set up autopay (including one-time assessments), read notifications, find documents, send requests, and cast votes.
Board members see the dashboard, threaded shared HOA inbox and its board-wide triage state, calendar, finances, dues, units, members/invites, documents, voting, and support — then a separate Member Portal walkthrough (dues, documents, requests, voting) before returning to board tools. The desktop board tour ends with a guided Back to Board step, then a short You're all set completion card where you click Finish tour to enter the dashboard. Email notification preferences and optional inbox forwarding are configured later from Your profile, not during the tour.

On a phone, Fourplex shows a shorter swipeable overview instead of the full desktop walkthrough. The desktop board tour is split into two labeled phases: Board Onboarding Tour and Member Onboarding Tour. On desktop and mobile, you can also use the left and right arrow keys to move through the tour when the Next and Back buttons are available.

Can I skip the tour?

Yes. Use Skip in the top-right corner. Fourplex asks for confirmation before leaving the tour, then sends you into the app right away.

Can I see the full tour later?

Yes. Board members can replay the guided walkthrough anytime:

Open Support and choose App tour, or
Open Onboarding (setup center) and choose App tour.

Replay uses sample data so you can refresh how Fourplex works without changing your HOA's real records. When you finish or skip, Fourplex returns you to the dashboard or member portal.

On a phone, replay shows the shorter swipeable overview instead of the full desktop walkthrough. For the full desktop experience, open the tour from a laptop-sized browser window.

What is the Set up compliance card?

Board members may see an optional Set up compliance card in Onboarding (setup center). It opens the Compliance first-run wizard so you can confirm jurisdiction facts, board seats, insurance, and review deadlines. After activation, Overview shows a Reminders stream for approaching deadlines (with optional emails you can control from Your Profile). Choose Finish later to save a draft and resume later — nothing activates until you complete the final step.

What if the link says the invite is unavailable?

The invite may have expired, already been accepted, or belong to a different account than the one currently signed in. Ask the board to resend the invite if needed.