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Free ShulCloud Resources

ShulCloud can be confusing. We're here to help!

Please share these with your staff and contact us if you need a one-pager on a specific ShulCloud topic!

Adding a Charge

Adding and Removing Charge Types from Donation Dropdown

Best Practices for Using Tags

Capturing Donor Info

Charge Types

Creating & Using a Limited-Viewer CRM Category

Downloading & Using the Admin App

Duplicating Form Fields

Emailing Yahrzeit Letters

Enable Your Members to Set Billing Preferences

Entering dedication details from your custom donation form

Generating a Simple Demographic List

Generating an Account Statement

Generating Print Yahrzeit Letters w Word Template

Join/Resign Checklist

Making Someone Deceased

Running a Simple Transaction List

Refunding an Online Payment

School Module Guide

ShulCloud Onboarding PDF

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