All Courses

Introducing ShulSchool 2.0

Learn about the new ShulSchool experience and how to navigate.

All about Accounts

Complete this series of courses to learn all about the accounts module in Shulcloud.

Beginner Path Accounts

All about Creating New Mail

Complete this series of courses to learn about new mail in ShulCloud

Beginner Path On-Demand Mail

Complete this series of courses to learn about CRM notes

Beginner Path CRM

All about Email Marketing

Complete this path to learn all about the new Email Marketing Feature

Beginner Path Mail Email

All about Forms

Complete this series of courses to learn about forms

Forms Intermediate Path On-Demand

All about Reporting

Complete this series of courses to learn about reports

Finance Beginner Path On-Demand Reporting

All about Schedule Rules

Complete this series of courses to learn about schedule rules in the ShulCloud calendar.

Intermediate Path On-Demand Calendar & Events

All about Yahrzeits

Complete this series of courses to learn about Yahrzeits

Beginner Path On-Demand Reporting Mail Life Cycle Yahrzeits Letter

Billing/Invoicing Essentials

Complete this series of courses to learn about billing in Shulcloud

Intermediate Finance Path On-Demand

Charge and Payment Types

In this series of courses, learn about charge types and payment types

CMS and Navigation

Complete this series of courses to learn about the CMS pages and your Navigation

Beginner Path Website & CMS

Deposit Essentials

Complete this series of courses to learn about deposits

Intermediate Finance Path On-Demand

Financial Essentials

Complete this series of courses to learn about the financial essentials in ShulCloud

Finance Beginner Path On-Demand

How to build your School Module

Complete this series of courses to learn about the School Module in ShulCloud

Beginner Path On-Demand School

How to enroll your students into the School Module

Complete this series of courses to learn how to enroll your students

Beginner Path On-Demand School

Intro to Calendar and Events

Complete this series to learn about ShulCloud's calendar and events features

Beginner Path On-Demand Calendar & Events

Merchant Application and Gateway setup

Complete this series of courses to learn about the setup for Gateways and their settings

Intermediate Finance Path On-Demand

My Lists features (non financial)

Complete this series of courses to learn about the non financial My Lists features

Beginner Path On-Demand Accounts Feature Settings

My Lists financial features

Complete this series of courses to learn about the My Lists financial features

Finance Beginner Path On-Demand Feature Settings

Navigating the Member accounts and People module

Complete this series of courses to learn about Member accounts and People module

Beginner Administrator Path On-Demand Accounts

School Refresher Path

Watch the video for the School Refresher and choose a date for your Q&A

Subscriber Lists

Complete this series of courses to learn about your public and member subscriber lists

Beginner Path Mail

Learn about Account People.

Beginner Course On-Demand People

Account Setup in My Lists

Learn about Account setup in the My Lists module.

Beginner Course On-Demand Accounts

Add a Profile Account Picture

Learn about adding a profile account picture in ShulCloud

Beginner Course On-Demand Accounts

Add a Transaction

Learn about adding a transaction to an account.

Finance Beginner Course On-Demand

Add and Edit Sliders

Learn about how to add and edit sliders to your ShulCloud site

Beginner Course On-Demand Website & CMS

Add and Edit Widgets

Learn about adding and editing widgets to your ShulCloud site.

Beginner Course On-Demand Website & CMS

Add Calendars as Navigation Links

Learn about how to add individual calendars as navigation links in ShulCloud.

Beginner Course On-Demand Calendar & Events Calendar

Add Images and Hyperlinks to your CMS Site

Learn about how to add images and hyperlinks to your ShulCloud site

Beginner Course On-Demand Website & CMS

Add sidebars to your Site

Learn about how to add sidebars to your CMS site

Beginner Course On-Demand Website & CMS

Learn about your Admin Menu

Beginner Course On-Demand Accounts ShulCloud Platform

Admin Permissions

Learn about admin permissions in ShulCloud

Beginner Administrator Course On-Demand Accounts

Apply a Deposit to Tuition

Learn about applying a deposit to tuition in the School module

Beginner Course On-Demand School

Attendance and Class Reports

Learn about attendance and class reports in the school module

Beginner Course On-Demand School

Bar/Bat Mitzvah

Learn about Bar/Bat Mitzvah management in Shulcloud.

Beginner Course On-Demand Life Cycle Bar/Bat Mitzvah

Finance IV: Batch Billing Live Training

Meet with us live to learn about batch billing in ShulCloud.

Finance Beginner Advanced Course Live

Learn about the batch billing in ShulCloud

Finance Beginner Course On-Demand

Bulk Adjust Transactions

Learn about how to bulk adjust transactions.

Finance Beginner Course On-Demand

Bulk Mail Statements

Learn about outstanding and period statements in bulk mail.

Finance Beginner Course On-Demand Mail

Bulk Mail Tax Statements

Learn about tax statements in bulk mail.

Finance Beginner Course On-Demand Mail

Calendar and Events Recorded Live Training

This course covers all major topics related to calendars and events in the format of a live webinar recording.

Beginner Course On-Demand Calendar & Events

Campaigns - Close the Campaign and Send Paper Mail

Learn about how to closing a campaign and sending paper mail.

Beginner Course On-Demand ShulCloud Extras Campaigns

Campaigns - Email (Rich Text and Mail Builder)

Learn about campaign email via rich text and Mail Builder

Beginner Course On-Demand ShulCloud Extras Campaigns Email

Canadian Tax Statements and Letters Recorded Live Training

This course covers all major topics related to member accounts in the format of a live recorded webinar.

Finance Beginner Course On-Demand Mail

Cemetery Module

Learn about ShulCloud's Cemetery module.

Beginner Course On-Demand Life Cycle

Learn about charge types.

Finance Beginner Course On-Demand

Charges and Payments

Learn about Charges and Payments

Finance Beginner Course On-Demand

Choose the Mailing List and Recipient List

Learn about Steps 1 and 2 of creating a new mail; choosing the mailing list and recipient list

Beginner Course On-Demand Mail

Cleaning the "Data Chametz" Live Training

This course covers all major topics related to cleaning data in the format of a live webinar recording.

Accounts and Contacts Beginner Administrator Course Accounts Live

Cleaning the "Data Chametz" Recorded Live Training

This course covers all major topics related to cleaning data in the format of a live webinar recording.

Beginner Administrator Course On-Demand

Cloning Charge Types

Learn about how to clone your Charge types

Finance Beginner Course On-Demand

Learn about the main navigation of your ShulCloud CMS site.

Beginner Course On-Demand Website & CMS

CMS Page Options

Learn about CMS page options in ShulCloud

Beginner Course On-Demand Website & CMS

Confirm Enrollment Without a Deposit Arranged

Learn about confirming enrollment when there is not a deposit arranged

Beginner Course On-Demand School

Courses and Classes

Learn about courses and classes in the school module

Beginner Course On-Demand School

Create a CRM Note

Learn about creating a CRM Note in ShulCloud

Beginner Course On-Demand CRM

Create a Yahrzeit

Learn about Yahrzeit creation.

Beginner Course On-Demand Life Cycle Yahrzeits

Create an Event

Learn about creating an event in ShulCloud.

Events Beginner Course On-Demand Calendar & Events

Create Deposits

Learn about creating deposits.

Finance Beginner Course On-Demand

Create Event Seating

Learn about event seating creation for the High Holidays

Events Beginner Course On-Demand Calendar & Events High Holiday

Create Holiday Schedule Rules

Learn about creating holiday rules via schedule rule creation

Beginner Course On-Demand Calendar & Events Rules

Create New Mail -Mail Builder/Templates

Learn about creating a mailing process with Mail Builder

Beginner Course Mail Email

Create New Mail - Option 3

Learn about Step 3 of creating a mailing process; new mail options

Beginner Course On-Demand Mail

Create Regular Schedule Rules

Learn about creating regular schedule rules via schedule rule creation

Beginner Course On-Demand Calendar & Events Rules

Customizing Shared Forms to Your Needs

Learn about how to create a form from Shared Forms

Forms Intermediate Course On-Demand

Credit or Non-monetary Payments

Learn about credit or non-monetary payments.

Finance Beginner Course On-Demand

Learn about categories in the CRM module

Beginner Course On-Demand CRM

Custom Calendars

Learn about custom calendar options in ShulCloud

Beginner Course On-Demand Calendar & Events Calendar

Custom Person and Account Forms

Learn about creating custom person and account forms

Forms Intermediate Course On-Demand

Learn about donation Dedications

Finance Beginner Course On-Demand

Edit CMS Page Content

Learn about editing CMS pages in ShulCloud

Beginner Course On-Demand Website & CMS

Edit your CMS Homepage

Learn about editing your CMS Homepage

Beginner Course On-Demand Website & CMS

Editing and Managing an Account

Learn about editing and managing an Account.

Beginner Course On-Demand Accounts

Email Marketing Feature Overview

Learn about the Email Marketing Feature

Beginner Course On-Demand Mail Email

Email Marketing Recorded Live Training

Learn about our new communications system and email marketing

Beginner Course On-Demand Mail Email

Email Marketing Sneak Peek

Learn about our new Email Marketing Feature

Beginner Course Live Email

Email Marketing Sneak Peek Recording

Learn about our new Email Marketing Feature

Beginner Course On-Demand Mail Email

Email Marketing: Using the Groups Feature Live Training

Learn about our new groups feature in email marketing

Advanced Course Live

Email Marketing: Using the Groups Feature Live Recorded Training

Learn about our new groups feature in email marketing

Intermediate Course On-Demand Mail Email

Email Sender and Amazon SES Verification

Learn about Email sender and Amazon simple email service (SES) verification

Beginner Course On-Demand Feature Settings

Learn about embedding videos into your ShulCloud site

Beginner Course On-Demand Website & CMS

Embed Forms on a CMS page

Learn about embedding forms onto a CMS page

Forms Beginner Course On-Demand

Enroll Students

Learn about how to enroll students in the School module

Beginner Course On-Demand Website & CMS

Event Landing Pages

Learn about the event landing page in ShulCloud

Events Beginner Course On-Demand Calendar & Events

Event Registration Options

Learn about the three types of event registration and when to use each type.

Events Beginner Course On-Demand Calendar & Events

Event Seating Admin Backend

Learn about the administrative backend related to High Holidays event seating.

Events Beginner Course On-Demand Calendar & Events High Holiday

Event without registration

Learn about events without registration

Events Beginner Course Calendar & Events

Field Templates

Learn about field template options in ShulCloud

Beginner Course On-Demand Feature Settings

Filter a CRM page

Learn about filter options on the CRM page

Beginner Course On-Demand CRM

Finance I: Transactions Recorded Live Training

This course covers all major topics related to transactions in the format of a live webinar recording.

Finance Beginner Course On-Demand

Finance I: Transactions Related Resources

Use these related resources along with our courses to supplement your learning on transactions

Finance Beginner Course On-Demand

Finance II: Deposits Recorded Live Training

This course covers all major topics related to deposits in the format of a live webinar recording.

Finance Beginner Course On-Demand

Finance II: Deposits Related Resources

Use these related resources along with our courses to supplement your learning on deposits.

Finance Beginner Course On-Demand

Finance III: Payment Processing Recorded Live Training

This course covers all major topics related to payment processing in the format of a live webinar recording.

Finance Beginner Course On-Demand

Finance III: Payment Processing Related Resources

Use these related resources along with our courses to supplement your learning on payment processing.

Finance Beginner Course On-Demand

Finance IV: Batch Billing Recorded Live Training

This course covers all major topics related to batch billing in the format of a live webinar recording.

Finance Beginner Course On-Demand

Finance IV: Batch Billing Related Resources

Use these related resources along with our courses to supplement your learning on batch billing.

Finance Beginner Course On-Demand

Follow-Up: New Note

Learn about follow-up and new notes in ShulCloud's CRM module

Beginner Course On-Demand CRM

Follow-Up: Notifications

Learn about follow-up and notifications in ShulCloud's CRM module

Beginner Course On-Demand CRM

Forgot your password

Learn how to how to reset your password

Accounts and Contacts Beginner Administrator Course Accounts

Forms II Live Training

Meet with us live to learn about forms

Forms Intermediate Beginner Advanced Course Live

Form Early Bird Pricing

Learn about early bird pricing forms in ShulCloud

Forms Beginner Course On-Demand

Learn about form fields in ShulCloud

Forms Beginner Course On-Demand

Form Logic and Field Visibility

Learn about form logic and field visibility in ShulCloud

Forms Advanced Course On-Demand

Learn about different options in ShulCloud forms

Forms Beginner Course On-Demand

Form Submissions

Learn about form submissions and how to customize reports related to submissions

Forms Beginner Course On-Demand

Forms Recorded Live Training

This course covers all major topics related to forms in the format of a live webinar recording.

Forms Beginner Course On-Demand

Forms II Recorded Live Training

This course covers all major topics related to forms in the format of a live webinar recording.

Forms Intermediate Administrator Course On-Demand

Gabbai Honor Scheduling

Learn about honor scheduling for Gabbai

Beginner Course On-Demand Calendar & Events

Gateway Settings

Learn about Gateway settings

Finance Beginner Course On-Demand

Generate a Report from the Students Page

Learn about generating a report from the students page

Beginner Course On-Demand School

Learn about grades in the School module

Beginner Course On-Demand School

Learn about the Groups Feature

Beginner Course On-Demand Mail Email

High Holiday Prep Recorded Live Training

This course covers all major topics related to High Holiday preparation in the format of a live webinar recording.

Beginner Course On-Demand High Holiday

High Holiday Related Resources

Use these related resources along with our courses to supplement your learning on High Holiday Seating and Prep

Beginner Course On-Demand High Holiday

High Holiday Seating Recorded Live Training

This course covers all major topics related to High Holiday seating in the format of a live webinar recording.

Beginner Course On-Demand High Holiday

High Holiday Seating Map

Learn about High Holiday Seating Map creation

Intermediate Course On-Demand High Holiday

How do I know if the Online Payment Fee Changes affect me?

Learn about the Online Payment Fee Changes and if they affect you?

Finance Beginner Course On-Demand

Individual Statements

Learn about outstanding and period statements on an individual person's account.

Finance Beginner Course On-Demand

Individual Statement Options

Learn about outstanding and period statement options on an individual person's account.

Finance Beginner Course On-Demand

Individual Tax Statements

Learn about creating tax statements on an individual person's account.

Finance Beginner Course On-Demand

Intro to Calendar

Learn about the Calendar function in ShulCloud

Beginner Course On-Demand Calendar & Events Calendar

Introduction to our new Communications Center

Learn about the Communications Center

Beginner Course On-Demand Mail Email Letter

Learn about Customer Relationship Management (CRM) in ShulCloud

Beginner Course On-Demand CRM

Learn about ShulCloud's Mail module.

Beginner Course On-Demand Mail

Intro to Mail Recorded Live Training

This course covers all major topics related to mail in the format of a recorded live webinar.

Beginner Course On-Demand Mail

Introduction to ShulCloud

Learn about the ShulCloud Platform.

Beginner Course On-Demand Accounts

Kesef Bookkeeping Demo

Learn about Kesef our comprehensive Synagogue Bookkeeping services

Finance Beginner Course Live

Mail Builder Recorded Live Training

This full training recording will cover all major topics related to Mail Builder.

Beginner Course On-Demand Mail

Mailing and Subscriber Lists

Learn about mailing lists and subscriber lists in ShulCloud

Beginner Course On-Demand Mail

Manually Set a Password

Learn how to manually set a password as an admin.

Beginner Administrator Course On-Demand Accounts

Marking a Deposit as Imported

Learn about marking deposits as imported in Shulcloud.

Finance Beginner Course On-Demand

Member Accounts Recorded Live Training

This course covers all major topics related to member accounts in the format of a live webinar recording.

Beginner Course On-Demand Accounts

Member and Public Subscribers

Learn about member and public mail subscribers

Beginner Course On-Demand Mail Email

Membership Renewal Live Training

This course covers all major topics related to membership renewal in the format of a live webinar.

Forms Membership Intermediate Finance Course Accounts Live

Membership Renewal Recorded Live Training

This course covers all major topics related to membership renewal in the format of a live webinar recording.

Beginner Course On-Demand Accounts

Mishloach Manot - Purim Baskets Recorded Live Training

This course covers all major topics related to Mishloach Manot - Purim Baskets in the format of a live webinar recording.

Beginner Course On-Demand ShulCloud Extras Purim Mashloach Manot

Mobile Administrator App Demo

Learn about ShulCloud Mobile Administrator App

Beginner Course On-Demand ShulCloud Extras Mobile

Mobile Member App Demo

Learn about the ShulCloud Mobile Member App

Beginner Course On-Demand ShulCloud Extras Mobile

Learn about how to move a payment from one account to another.

Finance Beginner Course On-Demand

Multifactor Authentication Settings Training

Learn about how to set up your Multifactor Authentication

Beginner Course Accounts

My Lists Overview

Learn about the feature settings within My Lists.

Beginner Course On-Demand Feature Settings

Navigating the Account Record

Learn about navigating the Account record.

Beginner Course On-Demand Accounts

Navigating the Accounts Page

Learn to navigate in the Accounts page.

Beginner Course On-Demand Accounts

Navigating the People List

Learn about navigating the People list.

Beginner Course On-Demand People

New Form Payment Fields

Learn about the new form payment fields.

Forms Intermediate Course

Online Payment Fee Live Recorded Training

Learn about upcoming changes to the Online Payment Fees.

Finance Beginner Course On-Demand

Online Payments

Learn about online payments

Finance Beginner Course On-Demand

Online Payment Fee Changes Overview - Global site changes

Learn about the enhancements ShulCloud implemented due to the mandatory fee changes

Finance Beginner Course On-Demand

Online Payment Fee Update Overview - Local site changes (US and Canada)

Learn about the mandatory payment fee changes in the US and Canada

Finance Beginner Course On-Demand

Paperless Payment Processing Live Webinar

Learn about how to reduce the usage of checks at your Shul

Finance Beginner Course Live

Learn about Payment Types.

Finance Beginner Course On-Demand

Prepare to Go Live

Learn about preparing to go live with ShulCloud!

Beginner Course On-Demand ShulCloud Platform

Learn about prepayments in ShulCloud.

Finance Beginner Course On-Demand

Promoting Students from the School Module Refresher Recorded Live Training

This course covers Promoting Students in the School module.

Intermediate Course On-Demand School

Public Payments

Learn about payments made as a visitor on your site.

Finance Beginner Course On-Demand

Reallocate a Payment

Learn about reallocating payments.

Finance Beginner Course On-Demand

Recurring Payment Subscriptions

Learn about creating, updating, and canceling recurring payment subscriptions

Finance Beginner Course On-Demand

Reports Overview

Learn about ShulCloud reporting functions

Beginner Administrator Course On-Demand Reporting

Reports Recorded Live Training

This course covers all major topics related to reports in the format of a live webinar recording.

Beginner Course On-Demand Reporting

Learn about discounts and refunds.

Finance Beginner Course On-Demand

Review Your Data

Learn about how to review your data in ShulCloud

Beginner Administrator Course On-Demand ShulCloud Platform

Rich Text and Plain Text in Mail

Learn about Step 4 in new mail creation; using rich text and plain text

Beginner Course On-Demand Mail Email

Learn about Roles in the School Module

Beginner Course On-Demand School

Learn about rule overrides in ShulCloud

Beginner Course On-Demand Calendar & Events

Save Reports and Email on a Schedule

Learn about how to save reports and to have reports emailed on a schedule

Beginner Administrator Course On-Demand Reporting

Schedule Rule Prerequisite Settings

Learn about the prerequisite settings required before you start creating schedule rules.

Beginner Course On-Demand Calendar & Events

Schedule Rules vs. Events

Learn about the differences between rules and events

Events Beginner Course On-Demand Calendar & Events Rules

School Module Fields

Learn about the different fields in the School module.

Beginner Course On-Demand School

School Module Refresher Live Training

This course covers all major topics related to the annual School module cleanup tasks in the format of a live webinar recording.

Course Live School

School Module Refresher Recorded Live Training

This course covers all major topics related to the annual School module cleanup tasks in the format of a live webinar recording.

Beginner Course On-Demand School

School Module Refresher Recorded Live Training with Q&A

This course covers all major topics related to the annual School module cleanup tasks in the format of a live webinar recording.

Intermediate Course On-Demand School

School Module Related Resources

Use these related resources along with our courses to supplement your learning on the School Module.

Beginner Course On-Demand School

Learn about terms in the School module

Beginner Course On-Demand School

ShulCloud Security Webinar

Learn about how to optimize ShulCloud Features to safeguard your site

Forms Intermediate Events Course Live Mail Calendar & Events Website & CMS Email Calendar

ShulStats Admin Permissions

Learn about how to add Permissions to your Admins for our new Shulstats Feature

Beginner Course On-Demand Reporting

ShulStats Feature Overview

Learn about ShulStats! A new feature built on Microsoft Power BI.

Beginner Course On-Demand Reporting

ShulStats Live Demo

Learn about ShulStats! A new feature built on Microsoft Power BI.

Beginner Reporting Live

ShulStats Live Training

Learn about ShulStats! A new feature built on Microsoft Power BI.

Beginner Reporting Live

ShulStats Recorded Live Training

Learn about ShulStats! A new feature built on Microsoft Power BI.

Beginner Course On-Demand Reporting

ShulStats Recorded Demo

Learn about ShulStats! A new feature built on Microsoft Power BI.

Beginner Course On-Demand Reporting

Set up a payment Gateway

Learn about setting up a payment gateway by filling out the merchant application.

Finance Beginner Course On-Demand

Set up Bank Accounts

Learn about setting up bank accounts.

Finance Beginner Course On-Demand

Set Up the Event Seating Form

Learn about setting up the event seating form for High Holidays.

Events Beginner Course On-Demand Calendar & Events High Holiday

Set up the Member Dashboard and Member Directory

Learn about setting up a member dashboard and member directory

Beginner Administrator Course On-Demand Member Portal

Settings Overview

Learn about settings within ShulCloud

Beginner Administrator Course On-Demand ShulCloud Platform

Setup Initial Schedule Rules

Learn about the initial setup for schedule rules

Beginner Course On-Demand Calendar & Events Rules

ShulCloud Professional Services Offerings

Learn about various Shulcloud Professional Service offerings and instructions for next steps.

Beginner Course On-Demand ShulCloud Platform

Staging a Deposit

Learn about staging a deposit in ShulCloud

Finance Beginner Course On-Demand

Statement Templates

Learn about statement templates in ShulCloud

Beginner Course On-Demand Feature Settings

Statements with one charge type

Learn about creating statements with only one charge type on them

Beginner Course On-Demand Letter

Stripe Reader M2

Learn about the Stripe Reader M2.

Beginner Course On-Demand Mobile

Learn about Tags

Beginner Course On-Demand Accounts

Tax Deductibility

Learn about tax deductibility

Finance Beginner Course On-Demand

Tax Statements and Letters Recorded Live Training

This course covers all major topics related to tax statements and letters in the format of a live recorded webinar.

Finance Beginner Course On-Demand Mail

Templates Feature

Learn about the Templates Feature

Beginner Course On-Demand Mail Email

Learn about Template text options in ShulCloud

Beginner Course On-Demand Feature Settings

Templates and the Page Header

Learn about CMS templates and page header options

Beginner Course On-Demand Website & CMS

The 10 Commandments of Annual Billing Recorded Live Training

This course covers all major topics related to annual billing in the format of a live webinar recording.

Finance Beginner Course On-Demand

The Fundraising Module Recorded Live Training

This course covers all major topics related to the fundraising module in the format of a live webinar recording.

Fundraising Beginner Course On-Demand ShulCloud Extras

The Mail Page: Sent and Draft

Learn about the sent and draft mail pages in ShulCloud

Beginner Course On-Demand Mail

The Member Portal Recorded Live Training

This course covers all major topics related to the member portal in the format of a live webinar recording.

Beginner Course On-Demand Member Portal

The School Module Recorded Live Training

This course covers all major topics related to the School module in the format of a live webinar recording.

Beginner Course On-Demand School

The Transaction Log

Learn about the Transaction Log.

Finance Beginner Course On-Demand

The Yahrzeits Page

Learn about the Yahrzeits page in Shulcloud

Beginner Course On-Demand Life Cycle

Third Party Payments

Learn about Third Party payments.

Finance Beginner Course On-Demand

Transaction Reports

Learn about Transaction Reports

Finance Beginner Course On-Demand Reporting

Troubleshoot Enrollment Visibility

Learn how to troubleshoot when a student has been enrolled in a class, but is not showing up in the class list.

Beginner Course On-Demand School

Use an Open Payment for Another Account

Learn about how to use an open payment for another account in Shulcloud.

Finance Beginner Course On-Demand

Using CRM Recorded Live Training

This course covers all major topics related to Customer Relationship Management (CRM) in the format of a live webinar recording.

Beginner Course On-Demand CRM

Website and CMS Recorded Live Training

This course covers all major topics related to websites and Content Management Systems (CMS) in the format of a live webinar recording.

Beginner Course On-Demand Website & CMS

Yahrzeit Letter Word Template Creation and Setup

Learn about creating and setting up Word templates for Yahrzeit letters.

Beginner Course On-Demand Mail Life Cycle Yahrzeits Letter

Yahrzeit Letters in the Mail Module

Learn about Word templates in the Mail module and how they can be used for Yahrzeit letters

Beginner Course On-Demand Mail Life Cycle Yahrzeits Letter

Yahrzeit Reporting

Learn about Yahrzeit Reporting in Shulcloud.

Beginner Course On-Demand Reporting Life Cycle Yahrzeits

Yahrzeits Recorded Live Training

This course covers all major topics related to Yahrzeits in the format of a live webinar recording.

Beginner Course On-Demand Life Cycle Yahrzeits

Creating and Sending Yahrzeit Letters and Emails Live Workshop

Meet with us live to learn about sending Yahrzeit letters and emails in ShulCloud.

Beginner Course Live Mail Life Cycle Yahrzeits Letter

High Holiday Preparation Live Training

Meet with us live to learn about using ShulCloud in preparation for the High Holidays.

Beginner Course Live High Holiday

High Holiday Seating Live Training

Meet with us live to learn about High Holiday seating in ShulCloud.

Beginner Course Live High Holiday

Q&A Live Training

Meet with us live to have your questions answered and hear what others are asking.

Beginner Course Live ShulCloud Platform Q&A

Tax Statements and Letters Live Training

Meet with us live to learn about Tax Statements and Letters.

Intermediate Finance Course Live

"All about Creating New Mail" Certification

Test your knowledge of Creating New Mail by getting certified today!

Exam Beginner Certification Course On-Demand Mail

"All about CRM" Certification

Test your knowledge of CRM by getting certified today!

Exam Beginner Certification Course CRM

"All about Forms" Certification

Test your knowledge of Forms by getting certified today!

Forms Exam Beginner Certification Course

"All about Reporting" Certification

Test your knowledge of Reporting by getting certified today!

Exam Beginner Certification Course Reporting

"All about Yahrzeits" Certification

Test your knowledge of Yahrzeits by getting certified today!

Exam Beginner Certification Course Yahrzeits

"Billing/Invoicing Essentials" Certification

Test your knowledge of Billing/Invoicing by getting certified today!

Exam Finance Beginner Certification

"CMS and Navigation" Certification

Test your knowledge of CMS and Navigation by getting certified today!

Exam Beginner Certification Course Website & CMS

"Deposit Essentials" Certification

Test your knowledge of Deposit Essentials by getting certified today!

Exam Finance Beginner Certification Course

"Financial Essentials" Certification

Test your knowledge of Financial Essentials by getting certified today!

Exam Finance Beginner Certification Course

"How to build your School Module" Certification

Test your knowledge of Building your School Module by getting certified today!

Exam Beginner Certification Course School

"How to enroll your students into the School Module" Certification

Test your knowledge of Enrolling Students in School Module by getting certified today!

Exam Beginner Certification Course School

"Intro to Calendar and Events" Certification

Test your knowledge of Calendar and Events by getting certified today!

Exam Beginner Certification Course Calendar & Events

"My Lists features (non financial)" Certification

Test your knowledge of My Lists (non financial) by getting certified today!

Exam Beginner Certification Course Feature Settings

"Merchant Application and Gateway setup" Certification

Test your knowledge of Merchant Application and Gateway setup by getting certified today!

Exam Finance Beginner Certification Course

"My Lists financial features" Certification

Test your knowledge of My Lists financial features by getting certified today!

Exam Finance Beginner Certification Course

"Navigating the Member accounts and People module" Certification

Test your knowledge of Navigating the Member accounts and People module by getting certified today!

Exam Beginner Certification Course On-Demand Accounts People

"Onboarding Essentials" Certification

Test your knowledge of Onboarding Essentials by getting certified today!

Exam Beginner Certification Course

Reversals: Refunds and Discounts Guided Practice

Click along with this interactive eLearning as you are guided through applying reversals in the form of refunds and discounts.

Guided Practice

Create a Reversal Type Guided Practice

Click along with this interactive eLearning as you are guided through creating a reversal type.

Guided Practice

Apply an Open Amount to a Transaction Guided Practice

Click along with this interactive eLearning as you are guided through applying an open amount to a charge transaction.

Finance Beginner Course On-Demand Guided Practice

Preliminary Settings for Tax Letters Guided Practice

Click along with this interactive eLearning as you are guided through your preliminary updates in Settings and My Lists for Tax Letters

Intermediate Finance Course On-Demand Guided Practice

ShulCloud Security Recorded Webinar

Learn about how to optimize ShulCloud Features to safeguard your site.

Forms Intermediate Events Beginner Administrator Course On-Demand Mail Calendar & Events Website & CMS Member Portal Email Letter Calendar

Mishloach Manot - Purim Baskets Live Training

This course covers all major topics related to Mishloach Manot - Purim Baskets in the format of a live webinar.

Beginner Live Campaigns Purim Mashloach Manot

School Module Refresher Q&A Live Training

Meet with us live to have your questions answered and hear what others are asking.

Intermediate Live School Q&A

Online Payment Fee Live Training

Learn about upcoming changes to the Online Payment Fees.

Finance Beginner Administrator Course Live Accepting and Processing Payments

Online Payment Fee Workshop

Spend time with ShulCloud staff to update your site based on Online Payment Fee changes.

Finance Beginner Administrator Course Live Accepting and Processing Payments

Fee Q&A Live Training

Meet with us live to have your questions answered about the Fee changes.

Finance Beginner Course Live Q&A

Multifactor Authentication Live Training

Meet with us live to learn about MFA

Administrator Live

Onboarding Essentials

Complete this series of courses to learn about your data review, settings and be prepared to go live in ShulCloud

Finance Beginner Path

Clergy Onboarding Essentials

Complete this series of courses to learn about navigating the admin menu and all the Customer Relationship Management (CRM) functions

Beginner Administrator CRM

"All about Email Marketing" Certification

Test your knowledge of Creating emails in the new Email Marketing Feature by getting certified today!

Exam Beginner Mail Email

Paperless Payment Processing Recorded Live Webinar

Learn about how to reduce the usage of checks at your Shul

Finance Beginner On-Demand

Create New Email - Recipients & Message Details

Learn about choosing recipients and defining message details

Beginner Course On-Demand Mail Email

Create New Email - Sending & Statistics

Learn about sending out your emails and reviewing your statistics

Beginner Course On-Demand Mail Email

Create New Email - Content with Bee Editor

Learn about creating a new email and content with the Bee Editor

Beginner Course On-Demand Mail Email

Email Marketing Live Training

Learn about our new communications system and email marketing

Beginner Course Live Mail Email

Canadian Tax Statements and Letters Live Training

Meet with us live to learn about Canadian Tax Statements and Letters.

Finance Beginner Course Live

"Clergy Onboarding Essentials" Certification

Test your knowledge of Clergy Onboarding Essentials by getting certified today!

Exam Beginner Certification On-Demand CRM

Set up Bank Accounts

Learn about setting up bank accounts.

Finance Beginner Course On-Demand

Learn about discounts and refunds.

Finance Beginner Course On-Demand

Statement Templates

Learn about statement templates in ShulCloud

Beginner Course On-Demand Feature Settings

Templates and the Page Header

Learn about CMS templates and page header options

Beginner Course On-Demand Website & CMS

Learn about charge types.

Finance Beginner Course On-Demand

Gateway Settings

Learn about Gateway settings

Finance Beginner Course On-Demand

Learn about Payment Types.

Finance Beginner Course On-Demand

"My Lists financial features" Certification

Test your knowledge of My Lists financial features by getting certified today!

Exam Finance Beginner Certification Course

"How to build your School Module" Certification

Test your knowledge of Building your School Module by getting certified today!

Exam Beginner Certification Course School

Learn about Roles in the School Module

Beginner Course On-Demand School

Learn about terms in the School module

Beginner Course On-Demand School

Courses and Classes

Learn about courses and classes in the school module

Beginner Course On-Demand School

School Module Fields

Learn about the different fields in the School module.

Beginner Course On-Demand School

Learn about grades in the School module

Beginner Course On-Demand School

The Mail Page: Sent and Draft

Learn about the sent and draft mail pages in ShulCloud

Beginner Course On-Demand Mail

Choose the Mailing List and Recipient List

Learn about Steps 1 and 2 of creating a new mail; choosing the mailing list and recipient list

Beginner Course On-Demand Mail

Rich Text and Plain Text in Mail

Learn about Step 4 in new mail creation; using rich text and plain text

Beginner Course On-Demand Mail Email

"All about Creating New Mail" Certification

Test your knowledge of Creating New Mail by getting certified today!

Exam Beginner Certification Course On-Demand Mail

Create New Mail - Option 3

Learn about Step 3 of creating a mailing process; new mail options

Beginner Course On-Demand Mail

Learn about Template text options in ShulCloud

Beginner Course On-Demand Feature Settings

Yahrzeit Letter Word Template Creation and Setup

Learn about creating and setting up Word templates for Yahrzeit letters.

Beginner Course On-Demand Mail Life Cycle Yahrzeits Letter

Account Setup in My Lists

Learn about Account setup in the My Lists module.

Beginner Course On-Demand Accounts

Learn about categories in the CRM module

Beginner Course On-Demand CRM

Mailing and Subscriber Lists

Learn about mailing lists and subscriber lists in ShulCloud

Beginner Course On-Demand Mail

Learn about donation Dedications

Finance Beginner Course On-Demand

Learn about Tags

Beginner Course On-Demand Accounts

Learn about Roles in the School Module

Beginner Course On-Demand School

Custom Calendars

Learn about custom calendar options in ShulCloud

Beginner Course On-Demand Calendar & Events Calendar

"My Lists features (non financial)" Certification

Test your knowledge of My Lists (non financial) by getting certified today!

Exam Beginner Certification Course Feature Settings

Email Sender and Amazon SES Verification

Learn about Email sender and Amazon simple email service (SES) verification

Beginner Course On-Demand Feature Settings

Field Templates

Learn about field template options in ShulCloud

Beginner Course On-Demand Feature Settings

Email Marketing Recorded Live Training

Learn about our new communications system and email marketing

Beginner Course On-Demand Mail Email

Create New Email - Sending & Statistics

Learn about sending out your emails and reviewing your statistics

Beginner Course On-Demand Mail Email

Introduction to our new Communications Center

Learn about the Communications Center

Beginner Course On-Demand Mail Email Letter

Learn about the Groups Feature

Beginner Course On-Demand Mail Email

Email Marketing Feature Overview

Learn about the Email Marketing Feature

Beginner Course On-Demand Mail Email

Create New Email - Content with Bee Editor

Learn about creating a new email and content with the Bee Editor

Beginner Course On-Demand Mail Email

Create New Email - Recipients & Message Details

Learn about choosing recipients and defining message details

Beginner Course On-Demand Mail Email

Templates Feature

Learn about the Templates Feature

Beginner Course On-Demand Mail Email

"All about Email Marketing" Certification

Test your knowledge of Creating emails in the new Email Marketing Feature by getting certified today!

Exam Beginner Mail Email

Bulk Mail Statements

Learn about outstanding and period statements in bulk mail.

Finance Beginner Course On-Demand Mail

Individual Tax Statements

Learn about creating tax statements on an individual person's account.

Finance Beginner Course On-Demand

"Billing/Invoicing Essentials" Certification

Test your knowledge of Billing/Invoicing by getting certified today!

Exam Finance Beginner Certification

Statements with one charge type

Learn about creating statements with only one charge type on them

Beginner Course On-Demand Letter

Learn about the batch billing in ShulCloud

Finance Beginner Course On-Demand

Individual Statements

Learn about outstanding and period statements on an individual person's account.

Finance Beginner Course On-Demand

Tax Deductibility

Learn about tax deductibility

Finance Beginner Course On-Demand

Bulk Mail Tax Statements

Learn about tax statements in bulk mail.

Finance Beginner Course On-Demand Mail

Recurring Payment Subscriptions

Learn about creating, updating, and canceling recurring payment subscriptions

Finance Beginner Course On-Demand

Charges and Payments

Learn about Charges and Payments

Finance Beginner Course On-Demand

Learn about Payment Types.

Finance Beginner Course On-Demand

Learn about charge types.

Finance Beginner Course On-Demand

Navigating the Accounts Page

Learn to navigate in the Accounts page.

Beginner Course On-Demand Accounts

Navigating the Account Record

Learn about navigating the Account record.

Beginner Course On-Demand Accounts

Navigating the People List

Learn about navigating the People list.

Beginner Course On-Demand People

"Navigating the Member accounts and People module" Certification

Test your knowledge of Navigating the Member accounts and People module by getting certified today!

Exam Beginner Certification Course On-Demand Accounts People

Learn about Account People.

Beginner Course On-Demand People

Navigating the People List

Learn about navigating the People list.

Beginner Course On-Demand People

Add a Profile Account Picture

Learn about adding a profile account picture in ShulCloud

Beginner Course On-Demand Accounts

Manually Set a Password

Learn how to manually set a password as an admin.

Beginner Administrator Course On-Demand Accounts

Set up the Member Dashboard and Member Directory

Learn about setting up a member dashboard and member directory

Beginner Administrator Course On-Demand Member Portal

Admin Permissions

Learn about admin permissions in ShulCloud

Beginner Administrator Course On-Demand Accounts

Learn about Tags

Beginner Course On-Demand Accounts

Forgot your password

Learn how to how to reset your password

Accounts and Contacts Beginner Administrator Course Accounts

Learn about your Admin Menu

Beginner Course On-Demand Accounts ShulCloud Platform

Editing and Managing an Account

Learn about editing and managing an Account.

Beginner Course On-Demand Accounts

Navigating the Accounts Page

Learn to navigate in the Accounts page.

Beginner Course On-Demand Accounts

Navigating the Account Record

Learn about navigating the Account record.

Beginner Course On-Demand Accounts

Account Setup in My Lists

Learn about Account setup in the My Lists module.

Beginner Course On-Demand Accounts

Event Landing Pages

Learn about the event landing page in ShulCloud

Events Beginner Course On-Demand Calendar & Events

Create an Event

Learn about creating an event in ShulCloud.

Events Beginner Course On-Demand Calendar & Events

Event Registration Options

Learn about the three types of event registration and when to use each type.

Events Beginner Course On-Demand Calendar & Events

Intro to Calendar

Learn about the Calendar function in ShulCloud

Beginner Course On-Demand Calendar & Events Calendar

Event without registration

Learn about events without registration

Events Beginner Course Calendar & Events

Custom Calendars

Learn about custom calendar options in ShulCloud

Beginner Course On-Demand Calendar & Events Calendar

Add Calendars as Navigation Links

Learn about how to add individual calendars as navigation links in ShulCloud.

Beginner Course On-Demand Calendar & Events Calendar

"Intro to Calendar and Events" Certification

Test your knowledge of Calendar and Events by getting certified today!

Exam Beginner Certification Course Calendar & Events

"All about Yahrzeits" Certification

Test your knowledge of Yahrzeits by getting certified today!

Exam Beginner Certification Course Yahrzeits

Create a Yahrzeit

Learn about Yahrzeit creation.

Beginner Course On-Demand Life Cycle Yahrzeits

The Yahrzeits Page

Learn about the Yahrzeits page in Shulcloud

Beginner Course On-Demand Life Cycle

Yahrzeit Reporting

Learn about Yahrzeit Reporting in Shulcloud.

Beginner Course On-Demand Reporting Life Cycle Yahrzeits

Yahrzeit Letters in the Mail Module

Learn about Word templates in the Mail module and how they can be used for Yahrzeit letters

Beginner Course On-Demand Mail Life Cycle Yahrzeits Letter

Yahrzeit Letter Word Template Creation and Setup

Learn about creating and setting up Word templates for Yahrzeit letters.

Beginner Course On-Demand Mail Life Cycle Yahrzeits Letter

Custom Person and Account Forms

Learn about creating custom person and account forms

Forms Intermediate Course On-Demand

Form Logic and Field Visibility

Learn about form logic and field visibility in ShulCloud

Forms Advanced Course On-Demand

Learn about different options in ShulCloud forms

Forms Beginner Course On-Demand

Form Early Bird Pricing

Learn about early bird pricing forms in ShulCloud

Forms Beginner Course On-Demand

Form Submissions

Learn about form submissions and how to customize reports related to submissions

Forms Beginner Course On-Demand

"All about Forms" Certification

Test your knowledge of Forms by getting certified today!

Forms Exam Beginner Certification Course

Learn about form fields in ShulCloud

Forms Beginner Course On-Demand

Embed Forms on a CMS page

Learn about embedding forms onto a CMS page

Forms Beginner Course On-Demand

Member and Public Subscribers

Learn about member and public mail subscribers

Beginner Course On-Demand Mail Email

Mailing and Subscriber Lists

Learn about mailing lists and subscriber lists in ShulCloud

Beginner Course On-Demand Mail

Edit CMS Page Content

Learn about editing CMS pages in ShulCloud

Beginner Course On-Demand Website & CMS

Embed Forms on a CMS page

Learn about embedding forms onto a CMS page

Forms Beginner Course On-Demand

Add Images and Hyperlinks to your CMS Site

Learn about how to add images and hyperlinks to your ShulCloud site

Beginner Course On-Demand Website & CMS

Add and Edit Sliders

Learn about how to add and edit sliders to your ShulCloud site

Beginner Course On-Demand Website & CMS

CMS Page Options

Learn about CMS page options in ShulCloud

Beginner Course On-Demand Website & CMS

Add and Edit Widgets

Learn about adding and editing widgets to your ShulCloud site.

Beginner Course On-Demand Website & CMS

Learn about the main navigation of your ShulCloud CMS site.

Beginner Course On-Demand Website & CMS

Add sidebars to your Site

Learn about how to add sidebars to your CMS site

Beginner Course On-Demand Website & CMS

Templates and the Page Header

Learn about CMS templates and page header options

Beginner Course On-Demand Website & CMS

Learn about embedding videos into your ShulCloud site

Beginner Course On-Demand Website & CMS

"CMS and Navigation" Certification

Test your knowledge of CMS and Navigation by getting certified today!

Exam Beginner Certification Course Website & CMS

"How to enroll your students into the School Module" Certification

Test your knowledge of Enrolling Students in School Module by getting certified today!

Exam Beginner Certification Course School

Enroll Students

Learn about how to enroll students in the School module

Beginner Course On-Demand Website & CMS

Apply a Deposit to Tuition

Learn about applying a deposit to tuition in the School module

Beginner Course On-Demand School

Attendance and Class Reports

Learn about attendance and class reports in the school module

Beginner Course On-Demand School

Confirm Enrollment Without a Deposit Arranged

Learn about confirming enrollment when there is not a deposit arranged

Beginner Course On-Demand School

Generate a Report from the Students Page

Learn about generating a report from the students page

Beginner Course On-Demand School

Learn about Customer Relationship Management (CRM) in ShulCloud

Beginner Course On-Demand CRM

Create a CRM Note

Learn about creating a CRM Note in ShulCloud

Beginner Course On-Demand CRM

Learn about categories in the CRM module

Beginner Course On-Demand CRM

Learn about your Admin Menu

Beginner Course On-Demand Accounts ShulCloud Platform

Follow-Up: Notifications

Learn about follow-up and notifications in ShulCloud's CRM module

Beginner Course On-Demand CRM

Follow-Up: New Note

Learn about follow-up and new notes in ShulCloud's CRM module

Beginner Course On-Demand CRM

Filter a CRM page

Learn about filter options on the CRM page

Beginner Course On-Demand CRM

"Clergy Onboarding Essentials" Certification

Test your knowledge of Clergy Onboarding Essentials by getting certified today!

Exam Beginner Certification On-Demand CRM

Save Reports and Email on a Schedule

Learn about how to save reports and to have reports emailed on a schedule

Beginner Administrator Course On-Demand Reporting

Reports Overview

Learn about ShulCloud reporting functions

Beginner Administrator Course On-Demand Reporting

Transaction Reports

Learn about Transaction Reports

Finance Beginner Course On-Demand Reporting

"All about Reporting" Certification

Test your knowledge of Reporting by getting certified today!

Exam Beginner Certification Course Reporting

Yahrzeit Reporting

Learn about Yahrzeit Reporting in Shulcloud.

Beginner Course On-Demand Reporting Life Cycle Yahrzeits

Set up a payment Gateway

Learn about setting up a payment gateway by filling out the merchant application.

Finance Beginner Course On-Demand

Gateway Settings

Learn about Gateway settings

Finance Beginner Course On-Demand

"Merchant Application and Gateway setup" Certification

Test your knowledge of Merchant Application and Gateway setup by getting certified today!

Exam Finance Beginner Certification Course

"Financial Essentials" Certification

Test your knowledge of Financial Essentials by getting certified today!

Exam Finance Beginner Certification Course

Public Payments

Learn about payments made as a visitor on your site.

Finance Beginner Course On-Demand

Learn about prepayments in ShulCloud.

Finance Beginner Course On-Demand

Charges and Payments

Learn about Charges and Payments

Finance Beginner Course On-Demand

Learn about charge types.

Finance Beginner Course On-Demand

Learn about discounts and refunds.

Finance Beginner Course On-Demand

Online Payments

Learn about online payments

Finance Beginner Course On-Demand

Reallocate a Payment

Learn about reallocating payments.

Finance Beginner Course On-Demand

Learn about Payment Types.

Finance Beginner Course On-Demand

Third Party Payments

Learn about Third Party payments.

Finance Beginner Course On-Demand

Use an Open Payment for Another Account

Learn about how to use an open payment for another account in Shulcloud.

Finance Beginner Course On-Demand

Bulk Adjust Transactions

Learn about how to bulk adjust transactions.

Finance Beginner Course On-Demand

Recurring Payment Subscriptions

Learn about creating, updating, and canceling recurring payment subscriptions

Finance Beginner Course On-Demand

Learn about donation Dedications

Finance Beginner Course On-Demand

Credit or Non-monetary Payments

Learn about credit or non-monetary payments.

Finance Beginner Course On-Demand

The Transaction Log

Learn about the Transaction Log.

Finance Beginner Course On-Demand

Add a Transaction

Learn about adding a transaction to an account.

Finance Beginner Course On-Demand

Transaction Reports

Learn about Transaction Reports

Finance Beginner Course On-Demand Reporting

Learn about how to move a payment from one account to another.

Finance Beginner Course On-Demand

School Module Refresher Recorded Live Training

This course covers all major topics related to the annual School module cleanup tasks in the format of a live webinar recording.

Beginner Course On-Demand School

School Module Refresher Q&A Live Training

Meet with us live to have your questions answered and hear what others are asking.

Intermediate Live School Q&A

"Onboarding Essentials" Certification

Test your knowledge of Onboarding Essentials by getting certified today!

Exam Beginner Certification Course

Prepare to Go Live

Learn about preparing to go live with ShulCloud!

Beginner Course On-Demand ShulCloud Platform

Settings Overview

Learn about settings within ShulCloud

Beginner Administrator Course On-Demand ShulCloud Platform

Review Your Data

Learn about how to review your data in ShulCloud

Beginner Administrator Course On-Demand ShulCloud Platform

Create Regular Schedule Rules

Learn about creating regular schedule rules via schedule rule creation

Beginner Course On-Demand Calendar & Events Rules

Setup Initial Schedule Rules

Learn about the initial setup for schedule rules

Beginner Course On-Demand Calendar & Events Rules

Schedule Rules vs. Events

Learn about the differences between rules and events

Events Beginner Course On-Demand Calendar & Events Rules

Learn about rule overrides in ShulCloud

Beginner Course On-Demand Calendar & Events

Create Holiday Schedule Rules

Learn about creating holiday rules via schedule rule creation

Beginner Course On-Demand Calendar & Events Rules

Schedule Rule Prerequisite Settings

Learn about the prerequisite settings required before you start creating schedule rules.

Beginner Course On-Demand Calendar & Events

Marking a Deposit as Imported

Learn about marking deposits as imported in Shulcloud.

Finance Beginner Course On-Demand

Staging a Deposit

Learn about staging a deposit in ShulCloud

Finance Beginner Course On-Demand

Create Deposits

Learn about creating deposits.

Finance Beginner Course On-Demand

Set up Bank Accounts

Learn about setting up bank accounts.

Finance Beginner Course On-Demand

"Deposit Essentials" Certification

Test your knowledge of Deposit Essentials by getting certified today!

Exam Finance Beginner Certification Course

Filter a CRM page

Learn about filter options on the CRM page

Beginner Course On-Demand CRM

Learn about Customer Relationship Management (CRM) in ShulCloud

Beginner Course On-Demand CRM

Learn about categories in the CRM module

Beginner Course On-Demand CRM

Create a CRM Note

Learn about creating a CRM Note in ShulCloud

Beginner Course On-Demand CRM

Follow-Up: New Note

Learn about follow-up and new notes in ShulCloud's CRM module

Beginner Course On-Demand CRM

Follow-Up: Notifications

Learn about follow-up and notifications in ShulCloud's CRM module

Beginner Course On-Demand CRM

"All about CRM" Certification

Test your knowledge of CRM by getting certified today!

Exam Beginner Certification Course CRM

"Clergy Onboarding Essentials" Certification

Test your knowledge of Clergy Onboarding Essentials by getting certified today!

Exam Beginner Certification On-Demand CRM