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How to Create a Ballot for a Specific Group

This guide provides you with clear instructions on how to create a meeting for one or multiple groups using your association platform.

Written by Carlos Rivas

Step-by-Step Guide:

Step 1: Go to CM and click on “Owner’s Meetings.”
Here you’ll see a list of all meetings your association has created.

Step 2: Scroll down to the bottom of the list and click “New Meeting.”

Step 3: Draft the meeting details by filling in the required fields:

  • Name

  • Location

  • Date & Time

  • And click “Select Groups”

Step 4: When you click “Select Groups” a new menu will open.

  • You can either select all groups or

  • Check the boxes for the specific groups you want to include.

Once ready, click “Select.”

Step 5: Review your information and click “Add Meeting.”

Your new meeting will now appear in the list of association meetings.

➡️ Next Step: After creating the meeting, you can proceed with setting up your vote by following the “How to Set Up a Vote” guide.

💡 Need Help?
If you encounter issues or need additional assistance, please contact our support team at: 📧 [email protected]

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