ShulCloud training for executive directors, program coordinators, office managers, staff and volunteers based on their access level. Please refer to Admin Permissions for descriptions for each admin permission type.
Fundamental Training
Beginning: All Staff | Volunteers
Admin Permissions: Accounts & People (Read Only) | Accounts & People
- Welcome to ShulCloud Training via ShulSchool & The Help Center: Help Center
- Navigating Support - How to Get Help from ShulCloud: Help Center
- All About Accounts: ShulSchool
- Creating New Accounts: Help Center
Intermediate: The Office | The Team | Clergy | Website & Marketing
Admins Permissions: Mail | Lifecycles | Yahrzeits | Reporting | Forms | CMS Pages, Files, Navigation | CRM | Events and Schedule Rules.
Accounts & Yahrzeits
- Custom Account Reports: Help Center
- Custom People Reports: Help Center
- Marking Someone Deceased: ShulSchool
- All About Yahrzeits: ShulSchool
- Creating a Yahrzeit Record: Help Center
Communications
- All About Mail: ShulSchool
- Legacy Mail: Email - Rich Text (How To) - Help Center
- Legacy Mail: Yahrzeit Email (How to): Help Center
- Creating Emails with MailBuilder: Help Center
- Yahrzeit Letter Sample - MailBuilder: Help Center
- Email Marketing: Help Center
- SMS Text Messaging For Synagogues: Help Center
Website Administration
- Homepage: How to Edit: ShulSchool
- CMS & Navigation: ShulSchool
- Add an Image: Help Center
- Embedding a Video: Help Center
- Adding/Deleting a Widget: Help Center
Forms
- All About Forms: ShulSchool
- Setting Up Form Options: Help Center
- Setting Up Form Fields: Help Center
- Form Logic: ShulSchool
- Form Field Descriptions: Help Center
Calendars, Schedule Rules, Event Registration
- Intro To Calendars & Events: ShulSchool
- Setting up Event Registrations: Help Center
- All About Schedule Rules: ShulSchool
CRM & Clergy Essentials
- Using CRM: Help Center
- Clergy Essentials: ShulSchool
Advanced: Office Managers | Office Superglue
Admin Permissions: My Lists | Settings | - Read Only Special Permissions - Special: Change Password, Login as other member | Audit Logs | Gabbai
Admin Permissions, Merging, Deleting Accounts
- Admin Permissions: ShulSchool
- Admin Permissions: Help Center
- Merge Accounts: Help Center
- Delete Accounts: Help Center
- New Hire Welcome Packet: Includes Welcome Letter, and Training Links for Staff: Help Center
Member Directory & Member Portal
- Setting Up Your Member Directory: Help Center
- Hide Member from Membership Directory: Help Center
- Member Portal Set Up (How To): Help Center
- Member Portal Tiles (How To & Reference): Help Center
- Member Portal Walk Thru (Reference): For Members: Help Center
- Announcing Member Portal & Website: For Members: Help Center
MFA: Multi - Factor Authentication
- Multi-Factor Authentication (Feature Overview): Help Center
- Multi-Factor Authentication Settings (Overview & Reference): Help Center
- Multi-Factor Authentication: Code Emails: Help Center
- Multi-Factor Authentication Verification Mode: Authentication App (How To) Help Center
My Lists
- My Lists: Non-Financial: ShulSchool
- Adding CRM Categories: Help Center
- Statement Templates: Help Center
- Template Text: Help Center
- Tags: Help Center
- All About Tags: ShulSchool
- Using Word Templates - Soft copy attachments for printed Yahrzeit Letter Template(s): Help Center
Reporting
- Reports: Help Center
- All About Reporting: ShulSchool
- Save and Email a Report (How To): Help Center
- How to Delete a Saved Report: Help Center
Settings, Gabbi Honor Scheduling
- Edit Settings (Reference): Help Center
- Gabbai Honor Scheduling: ShulSchool
- Gabbai: Help Center
Advanced: Bookkeepers | Executive Directors | COO's
Admin Permissions: Transactions, Reports, Online Payments Batch Billing | Special: Delete Transactions | Dedications.
Financial Fundamentals
- Financial Essentials: ShulSchool
- Billing & Invoicing Essentials: ShulSchool (includes Batch Billing)
- Deposit Essentials: ShulSchool
Deposits
- Creating Deposits: Help Center
- Create a Deposit Report File & Submit a Deposit: Help Center
- Year End Deposits and Reporting: Help Center
Charges (Invoices), Payments, Donations, Dedications, and Prepayments
- Add Transaction (How to and Reference): Help Center
- Dedications: Help Center
- Dedications and Tributes: Help Center
- Dedications: ShulSchool
- Third Party Payment (How to): Help Center
My Lists, Payment Gateway, Charge Types
- My Lists - Financials: ShulSchool
- Payment Gateways (Feature Overview): Help Center
- Merchant Application & Gateway (Reference): Help Center
- Charge Types: Help Center
- Online Payment Fee on Charge Type (How To): Help Center
Transaction Logs, Transaction Reports & Transaction Filters
- Transaction Log: Account Level (Reference): Help Center
- Transaction Log Advanced Filters: Account Level (Reference): Help Center
- Transaction Reports - Account Level (Reference): Help Center
- Transaction Reports: Database Level (Reference): Help Center
- Transaction Filters: Help Center
Refunds, Reversals, Bulk Adjustments
- Refund Online Payments (How-to): Help Center
- Refunding an Online Payment (Credit Card or ACH/eCheck): Help Center
- Recording a Refund Via Cash or Paper Check or a Bounced Paper Check: Help Center
- Reverse a Reversal (How to): Help Center
- Bulk Adjust Transactions (How to): Help Center
Tax Statements & Tax Deductibility
- Create a Tax Statement: Database Level (How to): Help Center
- Setting Tax Deductible Amounts: Help Center
- How to Generate Tax Letters: Help Center
- Create a Tax Statement: Account Level (How To): Help Center
Financial TroubleShuling & FAQ's
- Connecting to Financial Software: Help Center
- eCheck Micro Deposit Account Validation Tracking - Help Center
- Enabling and Using Plaid For Adding ACH/eCheck Payment Methods: Help Center
- What to do when Plaid ACH/eCheck bank account verification is not successful: Help Center
- Wondering why your ACH payment is getting charged a fee?: Help Center
- Shulware Integrated Payments (SIP) — How Long Payments Take to Settle: Help Center
- High-Dollar Online Payments Approval (Shulware Integrated Payments Only): Help Center
- Why Doesn't a Payment Show on the Tax Letter: Help Center
- Settlement Periods for CC and ACH (Topic and Reference): Help Center
- Financial FAQs (Troubleshooting): Help Center
- QuickBooks Online Connection Issues: Help Center
Advanced - School Module: Religious School Director | Program Coordinator
Admin Permissions: Special: Administrator School Permissions
- How to Build Your School Module: ShulSchool
- Fields and School Emails: Help Center
- School Terms: Help Center
- School Students and Reports: Help Center
- School Roles and Permissions: To create roles and permissions specifically for school registration/ enrollments via the School Module: Help Center
Training for School Registration/Enrollment Staff
- How to Enroll Students: ShulSchool
- Enrolling Second Child: Help Center
- Enrolling and Confirming Students: Help Center
- Confirming Enrollment without Deposit: Help Center
- Add Students to the School by manual Registration-without Payment (How-to): Help Center
- How to Take Attendance: Help Center
It's That Time of the Year, again!
- School Module Refresher: ShulSchool
- School Module Refresher Course: Help Center
Advanced: High Holidays | Purim | Fundraising Goals
Admin Permissions: Forms | Enrollments | Seat Management | Campaigns | Fundraising Goals | CMS Pages, Files, Navigation
- High Holiday System: Help Center
- High Holidays Web & Livestream Prep: Help Center
- Setting Up Seat Management: Help Center
- Event Seating Back End: ShulSchool
- High Holidays Related Resources: ShulSchool
- Purim Campaign - Send Purim Baskets (Mishaloch Manot) and other Reciprocal Campaign Items to Groups of Recipients: Help Center
- Mishloach Manot Purim Baskets - ShulSchool
- Set Up Fundraising Goals (How to and Reference): Help Center
Mobile Apps & Stripe Reader
Admin Permissions: Special: Receive MFA Rescue Emails | Special: Administer ShulCloud Mobile Payments | Special: Swipe Credit Card on Admin App (if applicable).
Mobile Payments App
- Mobile Payments App - Special Admin Permission setup (How To): Help Center
- Mobile Payments App - Download (How To): Help Center
- Mobile Payments App – Tiles (Reference): Help Center
- Mobile Payments App - Login (How To): Help Center
- Mobile Payments App - Payments Mapping (How To): Help Center
- Mobile Payments App - Taking Payment (How To): Help Center
- Mobile Payments App - Checkout (Reference): Help Center
Mobile Member App
- Mobile Member App v2.0 - Feature Overview & Admin Set Up (How To & Reference): Help Center
- Navigating the Mobile Member App (Reference)
- Mobile Member App v2.0 Links (How To & Reference): Help Center
- Mobile Member App v2.0 Zmanim (How To & Reference): Help Center
- Mobile Member App v2.0 Member Directory (How To & Reference): Help Center
- Mobile Member App v2.0: Information for Members: Help Center
Stripe Reader
- About Your Stripe Reader M2: Help Center
- Payments via Stripe Reader M2: Help Center
- Stripe Invoicing for Monthly ShulCloud Subscriptions: Help Center
- Stripe Error Messages: Help Center: Help Center