The Mobile Administrator App allows key ShulCloud tasks to be completed while away from a computer. The steps below outline how to perform common actions in the app.
Find an Account
Open the Mobile Administrator App.
Go to the accounts or search section.
Type the account name into the search bar.
Select the correct account from the results.
Review the account details, including prior transactions and family members.
View and Add Transactions
Open the desired account.
Locate the transactions section.
Review prior transactions as needed.
Select the option to add a new transaction.
Enter the required transaction details.
Save the new transaction.
View Family Members and Contact Information
Open the desired account.
Scroll to the family members section.
Select a family member to view details.
Use the available options to start an email or phone call if needed.
View and Add Notes
Open the desired account.
Navigate to the notes or CRM notes section.
Review existing notes.
Select the option to add a new note.
Enter the note text.
Save the new note.
Add Credit Card Payment Methods
Open the desired account.
Go to the payment methods section.
Select the option to add a new credit card.
Enter the card details.
Save the new payment method.
Review Life Cycle Events for an Account
Open the desired account.
Navigate to the life cycles section.
Review upcoming life cycle events.
Use the information to plan follow up or outreach as needed.
Manage Outstanding CRM Notes
Open the CRM or notes section.
View the list of outstanding CRM notes.
Select a note to read its details.
Choose to follow up, edit, or complete the note.
Save any updates.
View Life Cycle Events for the Upcoming Month
Go to the life cycles area in the app.
Select the option to view upcoming life cycles by date or month.
Filter the list by life cycle type if needed.
Review the events for the upcoming month.
Use this list as a daily or weekly snapshot for planning.
Send Quick Messages
Open the messaging or mail section.
-
Choose the desired message type
Email
Push notification
SMS
Select a basic list, such as announcements or schedule lists.
Enter the message content.
Send the message.
View Release Notes
Navigate to the release notes section.
Review recent ShulCloud updates.
Open any item to read update details.
Take Attendance with the School Module
Open the school or attendance section.
Select the desired class or group.
Review the student list.
Mark each student as present, tardy, or absent.
Save the attendance.
Short Video
Access the short video in ShulSchool
To access your ShulSchool account, follow the steps below:
-
Login to your ShulCloud account as an Admin.
(anyone you want to have access to ShulSchool needs to have at least one admin permission) - Select the "?" in the menu bar.
- Click on ShulSchool.