Menu

Articles in this section

See more

Short "How To" Videos

Topic

Subtitle

Length

Link
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

Related articles