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 |
