Real%20Time%20Strategy%20%E2%80%A2%20Ignite%20Your%20Congregation's%20Awesome_edited.jpg

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

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

ShulCloud Onboarding PDF

 

Need a One-pager for something you don't see here?

Looking for a different type of ShulCloud help?