Find the right guides for your role
Quick answers for agents, managers and community owners — pick your section below.
For Agents
Getting started, listings, rental reports, questionnaires and your leads inbox.
Add your photo and logo
Upload the headshot and logo that brand your listings, reports, and public directory profile — and turn on the toggle that puts you on your community's website.
Read guide →Claim your web address
Pick the handle that becomes your public web address. You need one before you can create a site, and changing it later breaks every link you've shared.
Read guide →Complete your CommunitySync profile
Your profile is the branding stamped on every listing, report, and link you share. Fill it in first — here's each field and why it matters.
Read guide →Create your first listing
Turn a property into a branded, shareable opportunity — published to your community site, your own website, and a trackable link — in a couple of minutes.
Read guide →Create your site from a starter
Make your own copy of one of your community's starter templates. It arrives complete and personalised, ready to edit.
Read guide →Edit your site
A tour of the website editor — the left rail, the canvas, the settings panel — and the handful of things that work differently on a personal site.
Read guide →For Managers
Managing members, content, the community calendar and where leads go.
Add and organize education videos
Upload training videos into folders with tags so members can find them — and mark the ones agents are cleared to share with clients.
Read guide →Connect a Google Calendar to your community calendar
Get your Google Calendar's iCal address and connect it to CommunitySync — plus what to do when Google Workspace hides the secret address or your events show up as "Busy".
Read guide →Connect an Apple (iCloud) Calendar to your community calendar
Publish an iCloud calendar and connect its webcal link to CommunitySync — plus what to do when the Public Calendar option is missing on a company-managed Apple account.
Read guide →How often the calendar syncs (and how to sync now)
Your connected calendar refreshes automatically every hour. Here's when that happens, how to force an immediate sync, and how to check a feed's sync health.
Read guide →Invite a member to your community
Add an agent to your community by email — with their role and market center set at invite time — or send them the public onboarding form.
Read guide →Work the shared team leads inbox
Community staff see every lead the community generates in one shared inbox — here's how to monitor it and make sure inquiries reach the right agent.
Read guide →For Owners & Admins
Branding, roles & permissions, and turning platform features on and off.
Add a blog to your website
Stand up a blog (a post template, a /blog index, and posts) and publish your first article.
Read guide →Add a contact or lead form to your website
Capture inquiries straight into your community’s leads inbox with the Lead form or Contact (elaborate) block.
Read guide →Add a hero banner (Basic, Advanced, or App)
The three hero blocks that open a page — a simple text hero, a full media banner, and a product-showcase mockup.
Read guide →Add a TL;DR and FAQ to a post
Give any post a short summary callout and an FAQ accordion — readers get the gist at a glance, and the Q&A is marked up so AI search can quote it.
Read guide →Add alt text to images (accessibility & SEO)
Give each image a description for screen readers and search engines — or mark it decorative.
Read guide →Add an agent directory (and team blocks)
Put a searchable directory of your community’s agents on your site — plus the hand-picked Team and single-agent Bio blocks.
Read guide →