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!

Capturing Donor Info

Charge Types

Duplicating Form Fields

Generating an Account Statement

Generating a Simple Demographic List


Adding a Charge

Running a Simple Transaction List

Making Someone Deceased

Emailing Yahrzeit Letters

Generating Print Yahrzeit Letters w Word Template

Entering dedication details from your custom donation form

Creating & Using a Limited-Viewer CRM Cateogry

Best Practices for Using Tags

Enable Your Members to Set


Refunding an Online Payment

Downloading & Using the Admin App