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    Topic

    Subtitle

    Length

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    ACCOUNTS
     




    		 Intro to ShulCloud 5:05 https://vimeo.com/711687437
    Admin Menu 5:56 https://vimeo.com/719957307
    Account Types (My lists) 4:23 https://vimeo.com/662662218
    Account Billing Types (My lists) 2:13 https://vimeo.com/663433749
    Navigating the Accounts Page 6:53 https://vimeo.com/663433736
    Adding a New Account/Editing 6:05 https://vimeo.com/663433724
    Admin Permissions 4:59 https://vimeo.com/662773375
    Account Screen Overview 5:57 https://vimeo.com/668030923
    Navigating the People Page 3:54 https://vimeo.com/664358114
    Adding a New Person 5:34 https://vimeo.com/665262245
    Manually Setting a Password 1:46 https://vimeo.com/689349422
    Editing a Person 2:15 https://vimeo.com/664358072
    Relationships (My lists) 1:59 https://vimeo.com/668386430
    Account Name override and Field Templates  1:54 https://vimeo.com/664358159
    Mail Name Override and Field Templates  1:13 https://vimeo.com/664358169
    Merging accounts and splitting people 6:25 https://vimeo.com/668040135
    Tags (My lists) 13:28 https://vimeo.com/668406754
    Marking Someone as Deceased 4:49 https://vimeo.com/747748117
    Account Pictures and Person Pictures 2:16 https://vimeo.com/657619718
    Bar/Bat mitzvah 5:04 https://vimeo.com/657619398
    Setting Up Member Dashboard & Member Directory 3:12 https://vimeo.com/672562550
    Deleting Accounts 1:39 https://vimeo.com/689353891
    Forgot Password 1:53 https://vimeo.com/749659619
    FINANCIALS



    		 Charge Types (My Lists) 8:55 https://vimeo.com/657619522
    Payment Types 1:20 https://vimeo.com/668377139
    Transaction Log 3:14 https://vimeo.com/664358176
    Charges and Payments 4:08 https://vimeo.com/664358238
    Transaction Add 3:50 https://vimeo.com/670857697
    Prepayments - How to add/apply 1:29 https://vimeo.com/668378944
    Reversals: Discounts and Refunds 6:24 https://vimeo.com/665355777
    Creating Deposits 6:13 https://vimeo.com/664488060
    Third Party Pay 2:55 https://vimeo.com/665358084
    Tax Deductibility 3:02 https://vimeo.com/665717720
    Gateway Setup/Merchant Application  5:31 https://vimeo.com/666033099
    Gateway Settings 8:56 https://vimeo.com/666037997
    Online Payments 10:33 https://vimeo.com/668040709
    Public Payments 6:51 https://vimeo.com/668041504
    Recurring Payment Subscriptions, Changing Payment Method, Cancelling 4:56 https://vimeo.com/668413603
    Dedications 12:04 https://vimeo.com/668032246
    Transaction Reports 06:41 https://vimeo.com/664358191
    Setting up Bank Accounts 3:14 https://vimeo.com/665357104
    Batch Billing 15:11 https://vimeo.com/668031386
    Individual statements 2:28 https://vimeo.com/668037381
    How to move payment from one account to another 2:14 https://vimeo.com/668036764
    Marking a Deposit as Imported 1:37 https://vimeo.com/668038647
    Outstanding period statement through mail 3:27 https://vimeo.com/668363757
    Reallocating a payment 2:59 https://vimeo.com/668382199
    Staging a deposit  6:25 https://vimeo.com/668404935
    Tax Statements Individual-Per Account 2:18 https://vimeo.com/668408952
    Tax Statements- Bulk Mail 1:53 https://vimeo.com/683049595
    Use open payment for another account 6:27 https://vimeo.com/668412101
    Bulk Adjust Transactions 10:09 https://vimeo.com/683001200
    Non monetary credit or payments 4:32 https://vimeo.com/696268676
    Moving Prepayment to a Charge 1:19 https://vimeo.com/723049641
    Statements with one charge type 3:16 https://vimeo.com/764266795
    CALENDAR

    		 Intro to Calendar 3:44 https://vimeo.com/670831257
    Custom Calendars (My lists, private) 2:16 https://vimeo.com/672006288
    Schedule rules – Setup Initial Schedule 4:49 https://vimeo.com/687986652
    Schedule rules – Settings before you start your rules 4:27 https://vimeo.com/687990872
    Schedule rules – Regular Rule Creation 12:45 https://vimeo.com/689328039
    Schedule rules – Holiday Rule Creation 12:06 https://vimeo.com/689054886
    Rules vs. events 3:06 https://vimeo.com/687992319
    Rule Override 2:13 https://vimeo.com/687993545
    3 Different Event Types 12:00 https://vimeo.com/673780269
    Create an Event 3:56 https://vimeo.com/673783183
    Individual Calendars as Navigation Links 4:59 https://vimeo.com/673783885
    Event Landing Page 2:30 https://vimeo.com/684818705
    FORMS

    		 Custom Person and Account forms 8:06 https://vimeo.com/657619540
    Form options 23:07 https://vimeo.com/657619566
    Embed Forms to a CMS page 7:56 https://vimeo.com/657619597
    Payment Fields and early bird  4:28 https://vimeo.com/657619556
    Form Logic 16:30 https://vimeo.com/668033401
    Form Submission  11:08 https://vimeo.com/692290843
    Form Fields 13:25 https://vimeo.com/720024632
    MAIL






    		 Intro to Mail 11:05 https://vimeo.com/662662231
    Mailing Lists- Subscriber Lists 6:23 https://vimeo.com/675675857
    Member/Public subscribers 10:36 https://vimeo.com/675676434
    The Mail Page- Sent and Draft 4:22 https://vimeo.com/675677117
    Create New Mail - Choosing Mailing List and Recipient Lists (Step1 Step 2) 7:04 https://vimeo.com/675677996
    Create New Mail - Mail Options (Step 3) 3:53 https://vimeo.com/675680118
    Create New Mail - Rich text and Plain text (step 4) 4:33 https://vimeo.com/675680951
    Create New Mail - Mail Builder 33:45 https://vimeo.com/764266247
    Word templates (Yahrzeit Letter) - Creation and Setup 11:23 https://vimeo.com/675672144
    Word templates (Yahrzeit Letter) - Using it in the Mail Module 11:44 https://vimeo.com/675674608
    SMS/Text Message 5:29 https://vimeo.com/755155766
    REPORTS How to save and email reports on a schedule 6:54 https://vimeo.com/668036147
    Reports Overview  15:51 https://vimeo.com/672565549
    MY LISTS

    My Lists Overview

    		 1:22 https://vimeo.com/672010597

    Statement Templates

    		 3:07 https://vimeo.com/672013416
    Template Text 1:58 https://vimeo.com/672024853

    Field Templates

    		 4:00 https://vimeo.com/672047191

    Email Senders and Amazon SES Verification

    		 5:05 https://vimeo.com/673272236

    WEBSITE/HOMEPAGE



    		 Templates and page header 3:35 https://vimeo.com/683045819
    Editing Main Navigation 5:05 https://vimeo.com/670018371

    CMS Homepage- How to edit

    		 12:57 https://vimeo.com/670816926

    Adding an image

    		 5:25 https://vimeo.com/670813932

    CMS Homepage- How to edit

    		 12:57 https://vimeo.com/670816926

    Embed Videos

    		 5:29 https://vimeo.com/670822123

    Widgets

    		 7:26 https://vimeo.com/670873018

    Side bar

    		 10:37 https://vimeo.com/683044397
    Sliders - How to Add or Edit 11:19 https://vimeo.com/670839959
    CMS Page Options 7:35 https://vimeo.com/673782050
    Edit Page Content 10:56 https://vimeo.com/675110305
    SETTINGS

    Overview of settings 

    		 14:10 https://vimeo.com/668692190

    MOBILE APP

    Mobile Administrator App Demo

    		 3:14 https://vimeo.com/670020367

    Mobile Member App Demo

    		 2:51 https://vimeo.com/670020485

    SCHOOL MODULE


     

    How to apply deposit to tuition

    		 8:34 https://vimeo.com/657619638

    Attendance and Class report

    		 4:53 https://vimeo.com/657619616

    Courses and Classes

    		 10:32 https://vimeo.com/662772656

    Enrollment not showing up on class list

    		 3:23 https://vimeo.com/657619662
    Fields 10:56 https://vimeo.com/662662074
    Grades 2:30 https://vimeo.com/662662133
    Roles 4:18 https://vimeo.com/662662145
    Terms 10:53 https://vimeo.com/662662171
    Generating a school info report  (Students page) 4:28 https://vimeo.com/668035152
    How to enroll 6:15 https://vimeo.com/668035685
    Confirming enrollment without deposit 1:26 https://vimeo.com/723799630

     

    YAHRZEIT

    		 YZ Module Overview 3:52 https://vimeo.com/657619705
    YZ Reports 9:48 https://vimeo.com/657619675
    Creating a Yahrzeit 2:51 https://vimeo.com/663466562
    Word templates (Yahrzeit Letter)- Creation and Setup 11:23 https://vimeo.com/675672144
    Word templates (Yahrzeit Letter) - Using it in the Mail Module

    11:44

    		 https://vimeo.com/675674608

    CRM

    		 Intro to CRM 2:37 https://vimeo.com/665353987
    CRM Categories 3:26 https://vimeo.com/665324470
    Filtering CRM page 2:19 https://vimeo.com/665327997
    Creating a CRM note 5:06 https://vimeo.com/665264996
    CRM Follow-up and Notifications 3:18 https://vimeo.com/665327075
    CRM Follow-up and New Note 4:01 https://vimeo.com/665325587

    ONBOARDING

    		 How to review your data 18:49 https://vimeo.com/668690746
    Settings Overview 14:10 https://vimeo.com/670836850

    CAMPAIGN

    		 Purim Campaign - Closing the Campaign and sending Paper Mail 10:06 https://vimeo.com/684772063
    Purim Campaign - Email (Rich Text and Mailbuilder) 13:20 https://vimeo.com/684783239

    GABBAI

    		 Honor Scheduling 14:40 https://vimeo.com/698234665

    CEMETERY

    		 Adding new Cemetery and Plots 6:41 https://vimeo.com/720296255
    HIGH HOLIDAYS

    		 Seating map 5:57 https://vimeo.com/723034850
    How to Create a Yizkor Book 12:29 https://vimeo.com/734744770

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