Q&A Live Training
Meet with us live to have your questions answered and hear what others are asking.
FREE
30 min
Beginner
Course
Live
ShulCloud Platform
Q&A
Email Marketing Live Training
Learn about our new communications system and email marketing
FREE
60 min
Beginner
Course
Live
Mail
Email
Fee Q&A Live Training
Meet with us live to have your questions answered about the Fee changes.
FREE
30 min
Finance
Beginner
Course
Live
Q&A
Forms II Live Training
Meet with us live to learn about forms
FREE
Forms
Intermediate
Beginner
Advanced
Course
Live
Kesef Bookkeeping Demo
Learn about Kesef our comprehensive Synagogue Bookkeeping services
FREE
60 min
Finance
Beginner
Course
Live
School Refresher Path
Watch the video for the School Refresher and choose a date for your Q&A
FREE
2 Courses
Online Payment Fee Live Training
Learn about upcoming changes to the Online Payment Fees.
FREE
60 min
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.
FREE
Finance
Beginner
Administrator
Course
Live
Accepting and Processing Payments
Multifactor Authentication Live Training
Meet with us live to learn about MFA
FREE
60 min
Administrator
Live
Create Event Seating
Learn about event seating creation for the High Holidays
FREE
18 min
Events
Beginner
Course
On-Demand
Calendar & Events
High Holiday
Introducing ShulSchool 2.0
Learn about the new ShulSchool experience and how to navigate.
3 min
Set Up the Event Seating Form
Learn about setting up the event seating form for High Holidays.
FREE
18 min
Events
Beginner
Course
On-Demand
Calendar & Events
High Holiday
CMS Navigation
Learn about the main navigation of your ShulCloud CMS site.
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
Tags
Learn about Tags
FREE
13 min
Beginner
Course
On-Demand
Accounts
Bulk Mail Tax Statements
Learn about tax statements in bulk mail.
FREE
2 min
Finance
Beginner
Course
On-Demand
Mail
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.
FREE
3 min
Beginner
Course
On-Demand
School
Event Landing Pages
Learn about the event landing page in ShulCloud
FREE
3 min
Events
Beginner
Course
On-Demand
Calendar & Events
Intro to Calendar
Learn about the Calendar function in ShulCloud
FREE
4 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
Reversals
Learn about discounts and refunds.
FREE
6 min
Finance
Beginner
Course
On-Demand
"How to build your School Module" Certification
Test your knowledge of Building your School Module by getting certified today!
FREE
Exam
Beginner
Certification
Course
School
Create a CRM Note
Learn about creating a CRM Note in ShulCloud
FREE
5 min
Beginner
Course
On-Demand
CRM
All about Accounts
Complete this series of courses to learn all about the accounts module in Shulcloud.
FREE
13 Courses
Beginner
Path
Accounts
"Billing/Invoicing Essentials" Certification
Test your knowledge of Billing/Invoicing by getting certified today!
FREE
Exam
Finance
Beginner
Certification
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.
FREE
39 min
Beginner
Course
On-Demand
Calendar & Events
Merchant Application and Gateway setup
Complete this series of courses to learn about the setup for Gateways and their settings
FREE
3 Courses
Intermediate
Finance
Path
On-Demand
Admin Menu
Learn about your Admin Menu
FREE
6 min
Beginner
Course
On-Demand
Accounts
ShulCloud Platform
Mobile Member App Demo
Learn about the ShulCloud Mobile Member App
FREE
3 min
Beginner
Course
On-Demand
ShulCloud Extras
Mobile
Gabbai Honor Scheduling
Learn about honor scheduling for Gabbai
FREE
15 min
Beginner
Course
On-Demand
Calendar & Events
Yahrzeit Letters in the Mail Module
Learn about Word templates in the Mail module and how they can be used for Yahrzeit letters
FREE
12 min
Beginner
Course
On-Demand
Mail
Life Cycle
Yahrzeits
Letter
Finance I: Transactions Related Resources
Use these related resources along with our courses to supplement your learning on transactions
FREE
Finance
Beginner
Course
On-Demand
All about CRM
Complete this series of courses to learn about CRM notes
FREE
7 Courses
Beginner
Path
CRM
Move Payments
Learn about how to move a payment from one account to another.
FREE
2 min
Finance
Beginner
Course
On-Demand
Forgot your password
Learn how to how to reset your password
FREE
2 min
Accounts and Contacts
Beginner
Administrator
Course
Accounts
Generate a Report from the Students Page
Learn about generating a report from the students page
FREE
4 min
Beginner
Course
On-Demand
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.
FREE
33 min
Beginner
Course
On-Demand
School
Intro to Mail
Learn about ShulCloud's Mail module.
FREE
11 min
Beginner
Course
On-Demand
Mail
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.
FREE
50 min
Fundraising
Beginner
Course
On-Demand
ShulCloud Extras
Intro to Calendar and Events
Complete this series to learn about ShulCloud's calendar and events features
FREE
8 Courses
Beginner
Path
On-Demand
Calendar & Events
"Deposit Essentials" Certification
Test your knowledge of Deposit Essentials by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
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.
FREE
40 min
Finance
Beginner
Course
On-Demand
Mail
Individual Tax Statements
Learn about creating tax statements on an individual person's account.
FREE
2 min
Finance
Beginner
Course
On-Demand
Statements with one charge type
Learn about creating statements with only one charge type on them
FREE
3 min
Beginner
Course
On-Demand
Letter
Campaigns - Close the Campaign and Send Paper Mail
Learn about how to closing a campaign and sending paper mail.
FREE
10 min
Beginner
Course
On-Demand
ShulCloud Extras
Campaigns
Review Your Data
Learn about how to review your data in ShulCloud
FREE
19 min
Beginner
Administrator
Course
On-Demand
ShulCloud Platform
Dedications
Learn about donation Dedications
FREE
12 min
Finance
Beginner
Course
On-Demand
All about Email Marketing
Complete this path to learn all about the new Email Marketing Feature
FREE
9 Courses
Beginner
Path
Mail
Email
Schedule Rules vs. Events
Learn about the differences between rules and events
FREE
3 min
Events
Beginner
Course
On-Demand
Calendar & Events
Rules
Create Holiday Schedule Rules
Learn about creating holiday rules via schedule rule creation
FREE
13 min
Beginner
Course
On-Demand
Calendar & Events
Rules
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.
FREE
53 min
Beginner
Course
On-Demand
High Holiday
Set up a payment Gateway
Learn about setting up a payment gateway by filling out the merchant application.
FREE
6 min
Finance
Beginner
Course
On-Demand
All about Schedule Rules
Complete this series of courses to learn about schedule rules in the ShulCloud calendar.
FREE
6 Courses
Intermediate
Path
On-Demand
Calendar & Events
Mobile Administrator App Demo
Learn about ShulCloud Mobile Administrator App
FREE
3 min
Beginner
Course
On-Demand
ShulCloud Extras
Mobile
All about Reporting
Complete this series of courses to learn about reports
FREE
5 Courses
Finance
Beginner
Path
On-Demand
Reporting
Admin Permissions
Learn about admin permissions in ShulCloud
FREE
5 min
Beginner
Administrator
Course
On-Demand
Accounts
School Module Related Resources
Use these related resources along with our courses to supplement your learning on the School Module.
FREE
Beginner
Course
On-Demand
School
Embed a Video
Learn about embedding videos into your ShulCloud site
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
Navigating the Member accounts and People module
Complete this series of courses to learn about Member accounts and People module
FREE
4 Courses
Beginner
Administrator
Path
On-Demand
Accounts
CRM Categories
Learn about categories in the CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
School Module Fields
Learn about the different fields in the School module.
FREE
11 min
Beginner
Course
On-Demand
School
My Lists features (non financial)
Complete this series of courses to learn about the non financial My Lists features
FREE
12 Courses
Beginner
Path
On-Demand
Accounts
Feature Settings
Introduction to ShulCloud
Learn about the ShulCloud Platform.
FREE
5 min
Beginner
Course
On-Demand
Accounts
Transaction Reports
Learn about Transaction Reports
FREE
7 min
Finance
Beginner
Course
On-Demand
Reporting
All about Yahrzeits
Complete this series of courses to learn about Yahrzeits
FREE
6 Courses
Beginner
Path
On-Demand
Reporting
Mail
Life Cycle
Yahrzeits
Letter
Apply a Deposit to Tuition
Learn about applying a deposit to tuition in the School module
FREE
9 min
Beginner
Course
On-Demand
School
Public Payments
Learn about payments made as a visitor on your site.
FREE
7 min
Finance
Beginner
Course
On-Demand
Confirm Enrollment Without a Deposit Arranged
Learn about confirming enrollment when there is not a deposit arranged
FREE
1 min
Beginner
Course
On-Demand
School
High Holiday Seating Map
Learn about High Holiday Seating Map creation
FREE
6 min
Intermediate
Course
On-Demand
High Holiday
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.
FREE
35 min
Finance
Beginner
Course
On-Demand
Mail
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
FREE
7 min
Intermediate
Finance
Course
On-Demand
Guided Practice
Marking a Deposit as Imported
Learn about marking deposits as imported in Shulcloud.
FREE
2 min
Finance
Beginner
Course
On-Demand
Roles
Learn about Roles in the School Module
FREE
4 min
Beginner
Course
On-Demand
School
My Lists Overview
Learn about the feature settings within My Lists.
FREE
1 min
Beginner
Course
On-Demand
Feature Settings
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.
FREE
53 min
Beginner
Course
On-Demand
School
Billing/Invoicing Essentials
Complete this series of courses to learn about billing in Shulcloud
FREE
8 Courses
Intermediate
Finance
Path
On-Demand
Email Sender and Amazon SES Verification
Learn about Email sender and Amazon simple email service (SES) verification
FREE
5 min
Beginner
Course
On-Demand
Feature Settings
Finance IV: Batch Billing Related Resources
Use these related resources along with our courses to supplement your learning on batch billing.
FREE
Finance
Beginner
Course
On-Demand
Custom Calendars
Learn about custom calendar options in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
All about Creating New Mail
Complete this series of courses to learn about new mail in ShulCloud
FREE
5 Courses
Beginner
Path
On-Demand
Mail
Create Deposits
Learn about creating deposits.
FREE
6 min
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.
FREE
15 min
Beginner
Course
On-Demand
CRM
Set up the Member Dashboard and Member Directory
Learn about setting up a member dashboard and member directory
FREE
3 min
Beginner
Administrator
Course
On-Demand
Member Portal
Event without registration
Learn about events without registration
FREE
2 min
Events
Beginner
Course
Calendar & Events
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
FREE
7 min
Beginner
Course
On-Demand
Mail
My Lists financial features
Complete this series of courses to learn about the My Lists financial features
FREE
8 Courses
Finance
Beginner
Path
On-Demand
Feature Settings
New Form Payment Fields
Learn about the new form payment fields.
FREE
13 min
Forms
Intermediate
Course
Embed Forms on a CMS page
Learn about embedding forms onto a CMS page
FREE
8 min
Forms
Beginner
Course
On-Demand
All about Forms
Complete this series of courses to learn about forms
FREE
8 Courses
Forms
Intermediate
Path
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
FREE
6 min
Finance
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.
FREE
56 min
Forms
Intermediate
Administrator
Course
On-Demand
Multifactor Authentication Settings Training
Learn about how to set up your Multifactor Authentication
FREE
3 min
Beginner
Course
Accounts
Online Payment Fee Live Recorded Training
Learn about upcoming changes to the Online Payment Fees.
FREE
50 min
Finance
Beginner
Course
On-Demand
How do I know if the Online Payment Fee Changes affect me?
Learn about the Online Payment Fee Changes and if they affect you?
FREE
5 min
Finance
Beginner
Course
On-Demand
Individual Statements
Learn about outstanding and period statements on an individual person's account.
FREE
2 min
Finance
Beginner
Course
On-Demand
Cloning Charge Types
Learn about how to clone your Charge types
FREE
5 min
Finance
Beginner
Course
On-Demand
Courses and Classes
Learn about courses and classes in the school module
FREE
11 min
Beginner
Course
On-Demand
School
Campaigns - Email (Rich Text and Mail Builder)
Learn about campaign email via rich text and Mail Builder
FREE
13 min
Beginner
Course
On-Demand
ShulCloud Extras
Campaigns
Email
Follow-Up: Notifications
Learn about follow-up and notifications in ShulCloud's CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
"CMS and Navigation" Certification
Test your knowledge of CMS and Navigation by getting certified today!
FREE
Exam
Beginner
Certification
Course
Website & CMS
Navigating the People List
Learn about navigating the People list.
FREE
4 min
Beginner
Course
On-Demand
People
Rich Text and Plain Text in Mail
Learn about Step 4 in new mail creation; using rich text and plain text
FREE
5 min
Beginner
Course
On-Demand
Mail
Email
Form Submissions
Learn about form submissions and how to customize reports related to submissions
FREE
11 min
Forms
Beginner
Course
On-Demand
Create Regular Schedule Rules
Learn about creating regular schedule rules via schedule rule creation
FREE
13 min
Beginner
Course
On-Demand
Calendar & Events
Rules
Recurring Payment Subscriptions
Learn about creating, updating, and canceling recurring payment subscriptions
FREE
5 min
Finance
Beginner
Course
On-Demand
"My Lists financial features" Certification
Test your knowledge of My Lists financial features by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Enroll Students
Learn about how to enroll students in the School module
FREE
6 min
Beginner
Course
On-Demand
Website & CMS
Navigating the Account Record
Learn about navigating the Account record.
FREE
6 min
Beginner
Course
On-Demand
Accounts
How to build your School Module
Complete this series of courses to learn about the School Module in ShulCloud
FREE
6 Courses
Beginner
Path
On-Demand
School
Create a Reversal Type Guided Practice
Click along with this interactive eLearning as you are guided through creating a reversal type.
FREE
4 min
Guided Practice
Use an Open Payment for Another Account
Learn about how to use an open payment for another account in Shulcloud.
FREE
6 min
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.
FREE
44 min
Beginner
Course
On-Demand
Accounts
Mailing and Subscriber Lists
Learn about mailing lists and subscriber lists in ShulCloud
FREE
6 min
Beginner
Course
On-Demand
Mail
Add and Edit Sliders
Learn about how to add and edit sliders to your ShulCloud site
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
Creating and Sending Yahrzeit Letters and Emails Live Workshop
Meet with us live to learn about sending Yahrzeit letters and emails in ShulCloud.
FREE
60 min
Beginner
Course
Live
Mail
Life Cycle
Yahrzeits
Letter
CMS Page Options
Learn about CMS page options in ShulCloud
FREE
8 min
Beginner
Course
On-Demand
Website & CMS
Form Logic and Field Visibility
Learn about form logic and field visibility in ShulCloud
FREE
17 min
Forms
Advanced
Course
On-Demand
Follow-Up: New Note
Learn about follow-up and new notes in ShulCloud's CRM module
FREE
11 min
Beginner
Course
On-Demand
CRM
Onboarding Essentials
Complete this series of courses to learn about your data review, settings and be prepared to go live in ShulCloud
FREE
4 Courses
Finance
Beginner
Path
How to enroll your students into the School Module
Complete this series of courses to learn how to enroll your students
FREE
6 Courses
Beginner
Path
On-Demand
School
Set up Bank Accounts
Learn about setting up bank accounts.
FREE
3 min
Finance
Beginner
Course
On-Demand
Charge and Payment Types
In this series of courses, learn about charge types and payment types
FREE
4 Courses
"All about Creating New Mail" Certification
Test your knowledge of Creating New Mail by getting certified today!
FREE
Exam
Beginner
Certification
Course
On-Demand
Mail
CMS and Navigation
Complete this series of courses to learn about the CMS pages and your Navigation
FREE
11 Courses
Beginner
Path
Website & CMS
Field Templates
Learn about field template options in ShulCloud
FREE
4 min
Beginner
Course
On-Demand
Feature Settings
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.
FREE
58 min
Beginner
Administrator
Course
On-Demand
Online Payment Fee Changes Overview - Global site changes
Learn about the enhancements ShulCloud implemented due to the mandatory fee changes
FREE
5 min
Finance
Beginner
Course
On-Demand
Charge Types
Learn about charge types.
FREE
9 min
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.
FREE
43 min
Finance
Beginner
Course
On-Demand
Staging a Deposit
Learn about staging a deposit in ShulCloud
FREE
6 min
Finance
Beginner
Course
On-Demand
Add Images and Hyperlinks to your CMS Site
Learn about how to add images and hyperlinks to your ShulCloud site
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
Intro to CRM
Learn about Customer Relationship Management (CRM) in ShulCloud
FREE
3 min
Beginner
Course
On-Demand
CRM
Online Payments
Learn about online payments
FREE
11 min
Finance
Beginner
Course
On-Demand
Bar/Bat Mitzvah
Learn about Bar/Bat Mitzvah management in Shulcloud.
FREE
5 min
Beginner
Course
On-Demand
Life Cycle
Bar/Bat Mitzvah
Credit or Non-monetary Payments
Learn about credit or non-monetary payments.
FREE
5 min
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.
FREE
Finance
Beginner
Course
On-Demand
Create New Mail -Mail Builder/Templates
Learn about creating a mailing process with Mail Builder
FREE
34 min
Beginner
Course
Mail
Email
The Mail Page: Sent and Draft
Learn about the sent and draft mail pages in ShulCloud
FREE
4 min
Beginner
Course
On-Demand
Mail
Clergy Onboarding Essentials
Complete this series of courses to learn about navigating the admin menu and all the Customer Relationship Management (CRM) functions
FREE
8 Courses
Beginner
Administrator
CRM
Finance II: Deposits Related Resources
Use these related resources along with our courses to supplement your learning on deposits.
FREE
Finance
Beginner
Course
On-Demand
"Merchant Application and Gateway setup" Certification
Test your knowledge of Merchant Application and Gateway setup by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Editing and Managing an Account
Learn about editing and managing an Account.
FREE
14 min
Beginner
Course
On-Demand
Accounts
Custom Person and Account Forms
Learn about creating custom person and account forms
FREE
8 min
Forms
Intermediate
Course
On-Demand
Reports Recorded Live Training
This course covers all major topics related to reports in the format of a live webinar recording.
FREE
36 min
Beginner
Course
On-Demand
Reporting
Add sidebars to your Site
Learn about how to add sidebars to your CMS site
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
Create a Yahrzeit
Learn about Yahrzeit creation.
FREE
3 min
Beginner
Course
On-Demand
Life Cycle
Yahrzeits
"How to enroll your students into the School Module" Certification
Test your knowledge of Enrolling Students in School Module by getting certified today!
FREE
Exam
Beginner
Certification
Course
School
Tax Deductibility
Learn about tax deductibility
FREE
3 min
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.
FREE
23 min
Finance
Beginner
Course
On-Demand
Mail Builder Recorded Live Training
This full training recording will cover all major topics related to Mail Builder.
FREE
49 min
Beginner
Course
On-Demand
Mail
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.
FREE
47 min
Beginner
Course
On-Demand
High Holiday
"My Lists features (non financial)" Certification
Test your knowledge of My Lists (non financial) by getting certified today!
FREE
Exam
Beginner
Certification
Course
Feature Settings
Form Early Bird Pricing
Learn about early bird pricing forms in ShulCloud
FREE
4 min
Forms
Beginner
Course
On-Demand
"All about Email Marketing" Certification
Test your knowledge of Creating emails in the new Email Marketing Feature by getting certified today!
FREE
Exam
Beginner
Mail
Email
Forms Recorded Live Training
This course covers all major topics related to forms in the format of a live webinar recording.
FREE
35 min
Forms
Beginner
Course
On-Demand
"Onboarding Essentials" Certification
Test your knowledge of Onboarding Essentials by getting certified today!
FREE
Exam
Beginner
Certification
Course
Batch Billing
Learn about the batch billing in ShulCloud
FREE
15 min
Finance
Beginner
Course
On-Demand
Third Party Payments
Learn about Third Party payments.
FREE
3 min
Finance
Beginner
Course
On-Demand
Attendance and Class Reports
Learn about attendance and class reports in the school module
FREE
5 min
Beginner
Course
On-Demand
School
Grades
Learn about grades in the School module
FREE
3 min
Beginner
Course
On-Demand
School
Intro to Mail Recorded Live Training
This course covers all major topics related to mail in the format of a recorded live webinar.
FREE
40 min
Beginner
Course
On-Demand
Mail
Reallocate a Payment
Learn about reallocating payments.
FREE
3 min
Finance
Beginner
Course
On-Demand
Templates and the Page Header
Learn about CMS templates and page header options
FREE
4 min
Beginner
Course
On-Demand
Website & CMS
Paperless Payment Processing Live Webinar
Learn about how to reduce the usage of checks at your Shul
FREE
60 min
Finance
Beginner
Course
Live
Rule Override
Learn about rule overrides in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Calendar & Events
Add Calendars as Navigation Links
Learn about how to add individual calendars as navigation links in ShulCloud.
FREE
5 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
Setup Initial Schedule Rules
Learn about the initial setup for schedule rules
FREE
5 min
Beginner
Course
On-Demand
Calendar & Events
Rules
"All about CRM" Certification
Test your knowledge of CRM by getting certified today!
FREE
Exam
Beginner
Certification
Course
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.
FREE
61 min
Beginner
Course
On-Demand
Website & CMS
Account People
Learn about Account People.
FREE
16 min
Beginner
Course
On-Demand
People
Email Marketing Sneak Peek
Learn about our new Email Marketing Feature
FREE
30 min
Beginner
Course
Live
Email
"Financial Essentials" Certification
Test your knowledge of Financial Essentials by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Settings Overview
Learn about settings within ShulCloud
FREE
14 min
Beginner
Administrator
Course
On-Demand
ShulCloud Platform
Member and Public Subscribers
Learn about member and public mail subscribers
FREE
11 min
Beginner
Course
On-Demand
Mail
Email
Deposit Essentials
Complete this series of courses to learn about deposits
FREE
5 Courses
Intermediate
Finance
Path
On-Demand
Gateway Settings
Learn about Gateway settings
FREE
9 min
Finance
Beginner
Course
On-Demand
Paperless Payment Processing Recorded Live Webinar
Learn about how to reduce the usage of checks at your Shul
FREE
39 min
Finance
Beginner
On-Demand
Financial Essentials
Complete this series of courses to learn about the financial essentials in ShulCloud
FREE
19 Courses
Finance
Beginner
Path
On-Demand
Form Fields
Learn about form fields in ShulCloud
FREE
13 min
Forms
Beginner
Course
On-Demand
Edit CMS Page Content
Learn about editing CMS pages in ShulCloud
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
Bulk Adjust Transactions
Learn about how to bulk adjust transactions.
FREE
10 min
Finance
Beginner
Course
On-Demand
Add and Edit Widgets
Learn about adding and editing widgets to your ShulCloud site.
FREE
7 min
Beginner
Course
On-Demand
Website & CMS
Navigating the Accounts Page
Learn to navigate in the Accounts page.
FREE
7 min
Beginner
Course
On-Demand
Accounts
School Module Refresher Q&A Live Training
Meet with us live to have your questions answered and hear what others are asking.
FREE
30 min
Intermediate
Live
School
Q&A
Prepare to Go Live
Learn about preparing to go live with ShulCloud!
FREE
Beginner
Course
On-Demand
ShulCloud Platform
Statement Templates
Learn about statement templates in ShulCloud
FREE
3 min
Beginner
Course
On-Demand
Feature Settings
Event Seating Admin Backend
Learn about the administrative backend related to High Holidays event seating.
FREE
21 min
Events
Beginner
Course
On-Demand
Calendar & Events
High Holiday
Prepayments
Learn about prepayments in ShulCloud.
FREE
1 min
Finance
Beginner
Course
On-Demand
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.
FREE
73 min
Intermediate
Course
On-Demand
School
"All about Forms" Certification
Test your knowledge of Forms by getting certified today!
FREE
Forms
Exam
Beginner
Certification
Course
Yahrzeits Recorded Live Training
This course covers all major topics related to Yahrzeits in the format of a live webinar recording.
FREE
59 min
Beginner
Course
On-Demand
Life Cycle
Yahrzeits
Reports Overview
Learn about ShulCloud reporting functions
FREE
16 min
Beginner
Administrator
Course
On-Demand
Reporting
Event Registration Options
Learn about the three types of event registration and when to use each type.
FREE
12 min
Events
Beginner
Course
On-Demand
Calendar & Events
Charges and Payments
Learn about Charges and Payments
FREE
4 min
Finance
Beginner
Course
On-Demand
ShulStats Live Demo
Learn about ShulStats! A new feature built on Microsoft Power BI.
FREE
30 min
Beginner
Reporting
Live
Membership Renewal Recorded Live Training
This course covers all major topics related to membership renewal in the format of a live webinar recording.
FREE
58 min
Beginner
Course
On-Demand
Accounts
Cemetery Module
Learn about ShulCloud's Cemetery module.
FREE
7 min
Beginner
Course
On-Demand
Life Cycle
Schedule Rule Prerequisite Settings
Learn about the prerequisite settings required before you start creating schedule rules.
FREE
4 min
Beginner
Course
On-Demand
Calendar & Events
"Navigating the Member accounts and People module" Certification
Test your knowledge of Navigating the Member accounts and People module by getting certified today!
FREE
Exam
Beginner
Certification
Course
On-Demand
Accounts
People
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.
FREE
2 min
Finance
Beginner
Course
On-Demand
Guided Practice
School Terms
Learn about terms in the School module
FREE
11 min
Beginner
Course
On-Demand
School
The Transaction Log
Learn about the Transaction Log.
FREE
3 min
Finance
Beginner
Course
On-Demand
Filter a CRM page
Learn about filter options on the CRM page
FREE
2 min
Beginner
Course
On-Demand
CRM
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.
FREE
68 min
Finance
Beginner
Course
On-Demand
Add a Profile Account Picture
Learn about adding a profile account picture in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Accounts
Account Setup in My Lists
Learn about Account setup in the My Lists module.
FREE
7 min
Beginner
Course
On-Demand
Accounts
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.
FREE
5 min
Guided Practice
Subscriber Lists
Complete this series of courses to learn about your public and member subscriber lists
FREE
2 Courses
Beginner
Path
Mail
Payment Types
Learn about Payment Types.
FREE
1 min
Finance
Beginner
Course
On-Demand
"Intro to Calendar and Events" Certification
Test your knowledge of Calendar and Events by getting certified today!
FREE
Exam
Beginner
Certification
Course
Calendar & Events
Template Text
Learn about Template text options in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Feature Settings
Add a Transaction
Learn about adding a transaction to an account.
FREE
4 min
Finance
Beginner
Course
On-Demand
Edit your CMS Homepage
Learn about editing your CMS Homepage
FREE
13 min
Beginner
Course
On-Demand
Website & CMS
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.
FREE
48 min
Beginner
Course
On-Demand
ShulCloud Extras
Purim
Mashloach Manot
High Holiday Related Resources
Use these related resources along with our courses to supplement your learning on High Holiday Seating and Prep
FREE
Beginner
Course
On-Demand
High Holiday
Create New Mail - Option 3
Learn about Step 3 of creating a mailing process; new mail options
FREE
4 min
Beginner
Course
On-Demand
Mail
Create an Event
Learn about creating an event in ShulCloud.
FREE
4 min
Events
Beginner
Course
On-Demand
Calendar & Events
Finance I: Transactions Recorded Live Training
This course covers all major topics related to transactions in the format of a live webinar recording.
FREE
60 min
Finance
Beginner
Course
On-Demand
Bulk Mail Statements
Learn about outstanding and period statements in bulk mail.
FREE
3 min
Finance
Beginner
Course
On-Demand
Mail
Manually Set a Password
Learn how to manually set a password as an admin.
FREE
2 min
Beginner
Administrator
Course
On-Demand
Accounts
Save Reports and Email on a Schedule
Learn about how to save reports and to have reports emailed on a schedule
FREE
7 min
Beginner
Administrator
Course
On-Demand
Reporting
"All about Reporting" Certification
Test your knowledge of Reporting by getting certified today!
FREE
Exam
Beginner
Certification
Course
Reporting
Introduction to our new Communications Center
Learn about the Communications Center
FREE
3 min
Beginner
Course
On-Demand
Mail
Email
Letter
ShulStats Recorded Demo
Learn about ShulStats! A new feature built on Microsoft Power BI.
FREE
20 min
Beginner
Course
On-Demand
Reporting
Create New Email - Recipients & Message Details
Learn about choosing recipients and defining message details
FREE
9 min
Beginner
Course
On-Demand
Mail
Email
Stripe Reader M2
Learn about the Stripe Reader M2.
FREE
9 min
Beginner
Course
On-Demand
Mobile
Create New Email - Sending & Statistics
Learn about sending out your emails and reviewing your statistics
FREE
7 min
Beginner
Course
On-Demand
Mail
Email
Groups Feature
Learn about the Groups Feature
FREE
7 min
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
FREE
11 min
Beginner
Course
On-Demand
Mail
Email
Email Marketing: Using the Groups Feature Live Recorded Training
Learn about our new groups feature in email marketing
FREE
Intermediate
Course
On-Demand
Mail
Email
Templates Feature
Learn about the Templates Feature
FREE
8 min
Beginner
Course
On-Demand
Mail
Email
ShulStats Admin Permissions
Learn about how to add Permissions to your Admins for our new Shulstats Feature
FREE
4 min
Beginner
Course
On-Demand
Reporting
Individual Statement Options
Learn about outstanding and period statement options on an individual person's account.
FREE
8 min
Finance
Beginner
Course
On-Demand
ShulStats Recorded Live Training
Learn about ShulStats! A new feature built on Microsoft Power BI.
FREE
40 min
Beginner
Course
On-Demand
Reporting
ShulStats Feature Overview
Learn about ShulStats! A new feature built on Microsoft Power BI.
FREE
11 min
Beginner
Course
On-Demand
Reporting
Promoting Students from the School Module Refresher Recorded Live Training
This course covers Promoting Students in the School module.
FREE
5 min
Intermediate
Course
On-Demand
School
Email Marketing Sneak Peek Recording
Learn about our new Email Marketing Feature
FREE
15 min
Beginner
Course
On-Demand
Mail
Email
Customizing Shared Forms to Your Needs
Learn about how to create a form from Shared Forms
FREE
Forms
Intermediate
Course
On-Demand
Email Marketing Feature Overview
Learn about the Email Marketing Feature
FREE
4 min
Beginner
Course
On-Demand
Mail
Email
ShulCloud Security Recorded Webinar
Learn about how to optimize ShulCloud Features to safeguard your site.
FREE
60 min
Forms
Intermediate
Events
Beginner
Administrator
Course
On-Demand
Mail
Calendar & Events
Website & CMS
Member Portal
Email
Letter
Calendar
ShulCloud Security Webinar
Learn about how to optimize ShulCloud Features to safeguard your site
FREE
60 min
Forms
Intermediate
Events
Course
Live
Mail
Calendar & Events
Website & CMS
Email
Calendar
ShulCloud Professional Services Offerings
Learn about various Shulcloud Professional Service offerings and instructions for next steps.
FREE
Beginner
Course
On-Demand
ShulCloud Platform
Form Options
Learn about different options in ShulCloud forms
FREE
24 min
Forms
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.
FREE
30 min
Finance
Beginner
Course
On-Demand
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.
FREE
31 min
Beginner
Course
On-Demand
Member Portal
Email Marketing Recorded Live Training
Learn about our new communications system and email marketing
FREE
41 min
Beginner
Course
On-Demand
Mail
Email
The Yahrzeits Page
Learn about the Yahrzeits page in Shulcloud
FREE
4 min
Beginner
Course
On-Demand
Life Cycle
Yahrzeit Letter Word Template Creation and Setup
Learn about creating and setting up Word templates for Yahrzeit letters.
FREE
13 min
Beginner
Course
On-Demand
Mail
Life Cycle
Yahrzeits
Letter
Yahrzeit Reporting
Learn about Yahrzeit Reporting in Shulcloud.
FREE
10 min
Beginner
Course
On-Demand
Reporting
Life Cycle
Yahrzeits
"All about Yahrzeits" Certification
Test your knowledge of Yahrzeits by getting certified today!
FREE
Exam
Beginner
Certification
Course
Yahrzeits
High Holiday Preparation Live Training
Meet with us live to learn about using ShulCloud in preparation for the High Holidays.
FREE
60 min
Beginner
Course
Live
High Holiday
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.
FREE
60 min
Course
Live
School
Finance IV: Batch Billing Live Training
Meet with us live to learn about batch billing in ShulCloud.
FREE
60 min
Finance
Beginner
Advanced
Course
Live
Membership Renewal Live Training
This course covers all major topics related to membership renewal in the format of a live webinar.
FREE
60 min
Forms
Membership
Intermediate
Finance
Course
Accounts
Live
High Holiday Seating Live Training
Meet with us live to learn about High Holiday seating in ShulCloud.
FREE
60 min
Beginner
Course
Live
High Holiday
Email Marketing: Using the Groups Feature Live Training
Learn about our new groups feature in email marketing
FREE
60 min
Advanced
Course
Live
Cleaning the "Data Chametz" Live Training
This course covers all major topics related to cleaning data in the format of a live webinar recording.
FREE
60 min
Accounts and Contacts
Beginner
Administrator
Course
Accounts
Live
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.
FREE
60 min
Beginner
Live
Campaigns
Purim
Mashloach Manot
ShulStats Live Training
Learn about ShulStats! A new feature built on Microsoft Power BI.
FREE
60 min
Beginner
Reporting
Live
Tax Statements and Letters Live Training
Meet with us live to learn about Tax Statements and Letters.
FREE
60 min
Intermediate
Finance
Course
Live
Canadian Tax Statements and Letters Live Training
Meet with us live to learn about Canadian Tax Statements and Letters.
FREE
60 min
Finance
Beginner
Course
Live
"Clergy Onboarding Essentials" Certification
Test your knowledge of Clergy Onboarding Essentials by getting certified today!
FREE
Exam
Beginner
Certification
On-Demand
CRM
Create Regular Schedule Rules
Learn about creating regular schedule rules via schedule rule creation
FREE
13 min
Beginner
Course
On-Demand
Calendar & Events
Rules
Setup Initial Schedule Rules
Learn about the initial setup for schedule rules
FREE
5 min
Beginner
Course
On-Demand
Calendar & Events
Rules
Schedule Rules vs. Events
Learn about the differences between rules and events
FREE
3 min
Events
Beginner
Course
On-Demand
Calendar & Events
Rules
Rule Override
Learn about rule overrides in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Calendar & Events
Create Holiday Schedule Rules
Learn about creating holiday rules via schedule rule creation
FREE
13 min
Beginner
Course
On-Demand
Calendar & Events
Rules
Schedule Rule Prerequisite Settings
Learn about the prerequisite settings required before you start creating schedule rules.
FREE
4 min
Beginner
Course
On-Demand
Calendar & Events
Marking a Deposit as Imported
Learn about marking deposits as imported in Shulcloud.
FREE
2 min
Finance
Beginner
Course
On-Demand
Staging a Deposit
Learn about staging a deposit in ShulCloud
FREE
6 min
Finance
Beginner
Course
On-Demand
Create Deposits
Learn about creating deposits.
FREE
6 min
Finance
Beginner
Course
On-Demand
Set up Bank Accounts
Learn about setting up bank accounts.
FREE
3 min
Finance
Beginner
Course
On-Demand
"Deposit Essentials" Certification
Test your knowledge of Deposit Essentials by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Filter a CRM page
Learn about filter options on the CRM page
FREE
2 min
Beginner
Course
On-Demand
CRM
Intro to CRM
Learn about Customer Relationship Management (CRM) in ShulCloud
FREE
3 min
Beginner
Course
On-Demand
CRM
CRM Categories
Learn about categories in the CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
Create a CRM Note
Learn about creating a CRM Note in ShulCloud
FREE
5 min
Beginner
Course
On-Demand
CRM
Follow-Up: New Note
Learn about follow-up and new notes in ShulCloud's CRM module
FREE
11 min
Beginner
Course
On-Demand
CRM
Follow-Up: Notifications
Learn about follow-up and notifications in ShulCloud's CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
"All about CRM" Certification
Test your knowledge of CRM by getting certified today!
FREE
Exam
Beginner
Certification
Course
CRM
"How to build your School Module" Certification
Test your knowledge of Building your School Module by getting certified today!
FREE
Exam
Beginner
Certification
Course
School
Roles
Learn about Roles in the School Module
FREE
4 min
Beginner
Course
On-Demand
School
School Terms
Learn about terms in the School module
FREE
11 min
Beginner
Course
On-Demand
School
Courses and Classes
Learn about courses and classes in the school module
FREE
11 min
Beginner
Course
On-Demand
School
School Module Fields
Learn about the different fields in the School module.
FREE
11 min
Beginner
Course
On-Demand
School
Grades
Learn about grades in the School module
FREE
3 min
Beginner
Course
On-Demand
School
The Mail Page: Sent and Draft
Learn about the sent and draft mail pages in ShulCloud
FREE
4 min
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
FREE
7 min
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
FREE
5 min
Beginner
Course
On-Demand
Mail
Email
"All about Creating New Mail" Certification
Test your knowledge of Creating New Mail by getting certified today!
FREE
Exam
Beginner
Certification
Course
On-Demand
Mail
Create New Mail - Option 3
Learn about Step 3 of creating a mailing process; new mail options
FREE
4 min
Beginner
Course
On-Demand
Mail
Set up Bank Accounts
Learn about setting up bank accounts.
FREE
3 min
Finance
Beginner
Course
On-Demand
Reversals
Learn about discounts and refunds.
FREE
6 min
Finance
Beginner
Course
On-Demand
Statement Templates
Learn about statement templates in ShulCloud
FREE
3 min
Beginner
Course
On-Demand
Feature Settings
Templates and the Page Header
Learn about CMS templates and page header options
FREE
4 min
Beginner
Course
On-Demand
Website & CMS
Charge Types
Learn about charge types.
FREE
9 min
Finance
Beginner
Course
On-Demand
Gateway Settings
Learn about Gateway settings
FREE
9 min
Finance
Beginner
Course
On-Demand
Payment Types
Learn about Payment Types.
FREE
1 min
Finance
Beginner
Course
On-Demand
"My Lists financial features" Certification
Test your knowledge of My Lists financial features by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Template Text
Learn about Template text options in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Feature Settings
Yahrzeit Letter Word Template Creation and Setup
Learn about creating and setting up Word templates for Yahrzeit letters.
FREE
13 min
Beginner
Course
On-Demand
Mail
Life Cycle
Yahrzeits
Letter
Account Setup in My Lists
Learn about Account setup in the My Lists module.
FREE
7 min
Beginner
Course
On-Demand
Accounts
CRM Categories
Learn about categories in the CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
Mailing and Subscriber Lists
Learn about mailing lists and subscriber lists in ShulCloud
FREE
6 min
Beginner
Course
On-Demand
Mail
Dedications
Learn about donation Dedications
FREE
12 min
Finance
Beginner
Course
On-Demand
Tags
Learn about Tags
FREE
13 min
Beginner
Course
On-Demand
Accounts
Roles
Learn about Roles in the School Module
FREE
4 min
Beginner
Course
On-Demand
School
Custom Calendars
Learn about custom calendar options in ShulCloud
FREE
2 min
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!
FREE
Exam
Beginner
Certification
Course
Feature Settings
Email Sender and Amazon SES Verification
Learn about Email sender and Amazon simple email service (SES) verification
FREE
5 min
Beginner
Course
On-Demand
Feature Settings
Field Templates
Learn about field template options in ShulCloud
FREE
4 min
Beginner
Course
On-Demand
Feature Settings
Recurring Payment Subscriptions
Learn about creating, updating, and canceling recurring payment subscriptions
FREE
5 min
Finance
Beginner
Course
On-Demand
Charges and Payments
Learn about Charges and Payments
FREE
4 min
Finance
Beginner
Course
On-Demand
Payment Types
Learn about Payment Types.
FREE
1 min
Finance
Beginner
Course
On-Demand
Charge Types
Learn about charge types.
FREE
9 min
Finance
Beginner
Course
On-Demand
Email Marketing Recorded Live Training
Learn about our new communications system and email marketing
FREE
41 min
Beginner
Course
On-Demand
Mail
Email
Create New Email - Sending & Statistics
Learn about sending out your emails and reviewing your statistics
FREE
7 min
Beginner
Course
On-Demand
Mail
Email
Introduction to our new Communications Center
Learn about the Communications Center
FREE
3 min
Beginner
Course
On-Demand
Mail
Email
Letter
Groups Feature
Learn about the Groups Feature
FREE
7 min
Beginner
Course
On-Demand
Mail
Email
Email Marketing Feature Overview
Learn about the Email Marketing Feature
FREE
4 min
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
FREE
11 min
Beginner
Course
On-Demand
Mail
Email
Create New Email - Recipients & Message Details
Learn about choosing recipients and defining message details
FREE
9 min
Beginner
Course
On-Demand
Mail
Email
Templates Feature
Learn about the Templates Feature
FREE
8 min
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!
FREE
Exam
Beginner
Mail
Email
Account People
Learn about Account People.
FREE
16 min
Beginner
Course
On-Demand
People
Navigating the People List
Learn about navigating the People list.
FREE
4 min
Beginner
Course
On-Demand
People
Add a Profile Account Picture
Learn about adding a profile account picture in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Accounts
Manually Set a Password
Learn how to manually set a password as an admin.
FREE
2 min
Beginner
Administrator
Course
On-Demand
Accounts
Set up the Member Dashboard and Member Directory
Learn about setting up a member dashboard and member directory
FREE
3 min
Beginner
Administrator
Course
On-Demand
Member Portal
Admin Permissions
Learn about admin permissions in ShulCloud
FREE
5 min
Beginner
Administrator
Course
On-Demand
Accounts
Tags
Learn about Tags
FREE
13 min
Beginner
Course
On-Demand
Accounts
Forgot your password
Learn how to how to reset your password
FREE
2 min
Accounts and Contacts
Beginner
Administrator
Course
Accounts
Admin Menu
Learn about your Admin Menu
FREE
6 min
Beginner
Course
On-Demand
Accounts
ShulCloud Platform
Editing and Managing an Account
Learn about editing and managing an Account.
FREE
14 min
Beginner
Course
On-Demand
Accounts
Navigating the Accounts Page
Learn to navigate in the Accounts page.
FREE
7 min
Beginner
Course
On-Demand
Accounts
Navigating the Account Record
Learn about navigating the Account record.
FREE
6 min
Beginner
Course
On-Demand
Accounts
Account Setup in My Lists
Learn about Account setup in the My Lists module.
FREE
7 min
Beginner
Course
On-Demand
Accounts
Bulk Mail Statements
Learn about outstanding and period statements in bulk mail.
FREE
3 min
Finance
Beginner
Course
On-Demand
Mail
Individual Tax Statements
Learn about creating tax statements on an individual person's account.
FREE
2 min
Finance
Beginner
Course
On-Demand
"Billing/Invoicing Essentials" Certification
Test your knowledge of Billing/Invoicing by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Statements with one charge type
Learn about creating statements with only one charge type on them
FREE
3 min
Beginner
Course
On-Demand
Letter
Batch Billing
Learn about the batch billing in ShulCloud
FREE
15 min
Finance
Beginner
Course
On-Demand
Individual Statements
Learn about outstanding and period statements on an individual person's account.
FREE
2 min
Finance
Beginner
Course
On-Demand
Tax Deductibility
Learn about tax deductibility
FREE
3 min
Finance
Beginner
Course
On-Demand
Bulk Mail Tax Statements
Learn about tax statements in bulk mail.
FREE
2 min
Finance
Beginner
Course
On-Demand
Mail
Navigating the Accounts Page
Learn to navigate in the Accounts page.
FREE
7 min
Beginner
Course
On-Demand
Accounts
Navigating the Account Record
Learn about navigating the Account record.
FREE
6 min
Beginner
Course
On-Demand
Accounts
Navigating the People List
Learn about navigating the People list.
FREE
4 min
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!
FREE
Exam
Beginner
Certification
Course
On-Demand
Accounts
People
"All about Yahrzeits" Certification
Test your knowledge of Yahrzeits by getting certified today!
FREE
Exam
Beginner
Certification
Course
Yahrzeits
Create a Yahrzeit
Learn about Yahrzeit creation.
FREE
3 min
Beginner
Course
On-Demand
Life Cycle
Yahrzeits
The Yahrzeits Page
Learn about the Yahrzeits page in Shulcloud
FREE
4 min
Beginner
Course
On-Demand
Life Cycle
Yahrzeit Reporting
Learn about Yahrzeit Reporting in Shulcloud.
FREE
10 min
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
FREE
12 min
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.
FREE
13 min
Beginner
Course
On-Demand
Mail
Life Cycle
Yahrzeits
Letter
Custom Person and Account Forms
Learn about creating custom person and account forms
FREE
8 min
Forms
Intermediate
Course
On-Demand
Form Logic and Field Visibility
Learn about form logic and field visibility in ShulCloud
FREE
17 min
Forms
Advanced
Course
On-Demand
Form Options
Learn about different options in ShulCloud forms
FREE
24 min
Forms
Beginner
Course
On-Demand
Form Early Bird Pricing
Learn about early bird pricing forms in ShulCloud
FREE
4 min
Forms
Beginner
Course
On-Demand
Form Submissions
Learn about form submissions and how to customize reports related to submissions
FREE
11 min
Forms
Beginner
Course
On-Demand
"All about Forms" Certification
Test your knowledge of Forms by getting certified today!
FREE
Forms
Exam
Beginner
Certification
Course
Form Fields
Learn about form fields in ShulCloud
FREE
13 min
Forms
Beginner
Course
On-Demand
Embed Forms on a CMS page
Learn about embedding forms onto a CMS page
FREE
8 min
Forms
Beginner
Course
On-Demand
Event Landing Pages
Learn about the event landing page in ShulCloud
FREE
3 min
Events
Beginner
Course
On-Demand
Calendar & Events
Create an Event
Learn about creating an event in ShulCloud.
FREE
4 min
Events
Beginner
Course
On-Demand
Calendar & Events
Event Registration Options
Learn about the three types of event registration and when to use each type.
FREE
12 min
Events
Beginner
Course
On-Demand
Calendar & Events
Intro to Calendar
Learn about the Calendar function in ShulCloud
FREE
4 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
Event without registration
Learn about events without registration
FREE
2 min
Events
Beginner
Course
Calendar & Events
Custom Calendars
Learn about custom calendar options in ShulCloud
FREE
2 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
Add Calendars as Navigation Links
Learn about how to add individual calendars as navigation links in ShulCloud.
FREE
5 min
Beginner
Course
On-Demand
Calendar & Events
Calendar
"Intro to Calendar and Events" Certification
Test your knowledge of Calendar and Events by getting certified today!
FREE
Exam
Beginner
Certification
Course
Calendar & Events
Edit CMS Page Content
Learn about editing CMS pages in ShulCloud
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
Embed Forms on a CMS page
Learn about embedding forms onto a CMS page
FREE
8 min
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
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
Add and Edit Sliders
Learn about how to add and edit sliders to your ShulCloud site
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
CMS Page Options
Learn about CMS page options in ShulCloud
FREE
8 min
Beginner
Course
On-Demand
Website & CMS
Add and Edit Widgets
Learn about adding and editing widgets to your ShulCloud site.
FREE
7 min
Beginner
Course
On-Demand
Website & CMS
CMS Navigation
Learn about the main navigation of your ShulCloud CMS site.
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
Add sidebars to your Site
Learn about how to add sidebars to your CMS site
FREE
11 min
Beginner
Course
On-Demand
Website & CMS
Templates and the Page Header
Learn about CMS templates and page header options
FREE
4 min
Beginner
Course
On-Demand
Website & CMS
Embed a Video
Learn about embedding videos into your ShulCloud site
FREE
5 min
Beginner
Course
On-Demand
Website & CMS
"CMS and Navigation" Certification
Test your knowledge of CMS and Navigation by getting certified today!
FREE
Exam
Beginner
Certification
Course
Website & CMS
Member and Public Subscribers
Learn about member and public mail subscribers
FREE
11 min
Beginner
Course
On-Demand
Mail
Email
Mailing and Subscriber Lists
Learn about mailing lists and subscriber lists in ShulCloud
FREE
6 min
Beginner
Course
On-Demand
Mail
"How to enroll your students into the School Module" Certification
Test your knowledge of Enrolling Students in School Module by getting certified today!
FREE
Exam
Beginner
Certification
Course
School
Enroll Students
Learn about how to enroll students in the School module
FREE
6 min
Beginner
Course
On-Demand
Website & CMS
Apply a Deposit to Tuition
Learn about applying a deposit to tuition in the School module
FREE
9 min
Beginner
Course
On-Demand
School
Attendance and Class Reports
Learn about attendance and class reports in the school module
FREE
5 min
Beginner
Course
On-Demand
School
Confirm Enrollment Without a Deposit Arranged
Learn about confirming enrollment when there is not a deposit arranged
FREE
1 min
Beginner
Course
On-Demand
School
Generate a Report from the Students Page
Learn about generating a report from the students page
FREE
4 min
Beginner
Course
On-Demand
School
Intro to CRM
Learn about Customer Relationship Management (CRM) in ShulCloud
FREE
3 min
Beginner
Course
On-Demand
CRM
Create a CRM Note
Learn about creating a CRM Note in ShulCloud
FREE
5 min
Beginner
Course
On-Demand
CRM
CRM Categories
Learn about categories in the CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
Admin Menu
Learn about your Admin Menu
FREE
6 min
Beginner
Course
On-Demand
Accounts
ShulCloud Platform
Follow-Up: Notifications
Learn about follow-up and notifications in ShulCloud's CRM module
FREE
3 min
Beginner
Course
On-Demand
CRM
Follow-Up: New Note
Learn about follow-up and new notes in ShulCloud's CRM module
FREE
11 min
Beginner
Course
On-Demand
CRM
Filter a CRM page
Learn about filter options on the CRM page
FREE
2 min
Beginner
Course
On-Demand
CRM
"Clergy Onboarding Essentials" Certification
Test your knowledge of Clergy Onboarding Essentials by getting certified today!
FREE
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
FREE
7 min
Beginner
Administrator
Course
On-Demand
Reporting
Reports Overview
Learn about ShulCloud reporting functions
FREE
16 min
Beginner
Administrator
Course
On-Demand
Reporting
Transaction Reports
Learn about Transaction Reports
FREE
7 min
Finance
Beginner
Course
On-Demand
Reporting
"All about Reporting" Certification
Test your knowledge of Reporting by getting certified today!
FREE
Exam
Beginner
Certification
Course
Reporting
Yahrzeit Reporting
Learn about Yahrzeit Reporting in Shulcloud.
FREE
10 min
Beginner
Course
On-Demand
Reporting
Life Cycle
Yahrzeits
"Financial Essentials" Certification
Test your knowledge of Financial Essentials by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
Public Payments
Learn about payments made as a visitor on your site.
FREE
7 min
Finance
Beginner
Course
On-Demand
Prepayments
Learn about prepayments in ShulCloud.
FREE
1 min
Finance
Beginner
Course
On-Demand
Charges and Payments
Learn about Charges and Payments
FREE
4 min
Finance
Beginner
Course
On-Demand
Charge Types
Learn about charge types.
FREE
9 min
Finance
Beginner
Course
On-Demand
Reversals
Learn about discounts and refunds.
FREE
6 min
Finance
Beginner
Course
On-Demand
Online Payments
Learn about online payments
FREE
11 min
Finance
Beginner
Course
On-Demand
Reallocate a Payment
Learn about reallocating payments.
FREE
3 min
Finance
Beginner
Course
On-Demand
Payment Types
Learn about Payment Types.
FREE
1 min
Finance
Beginner
Course
On-Demand
Third Party Payments
Learn about Third Party payments.
FREE
3 min
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.
FREE
6 min
Finance
Beginner
Course
On-Demand
Bulk Adjust Transactions
Learn about how to bulk adjust transactions.
FREE
10 min
Finance
Beginner
Course
On-Demand
Recurring Payment Subscriptions
Learn about creating, updating, and canceling recurring payment subscriptions
FREE
5 min
Finance
Beginner
Course
On-Demand
Dedications
Learn about donation Dedications
FREE
12 min
Finance
Beginner
Course
On-Demand
Credit or Non-monetary Payments
Learn about credit or non-monetary payments.
FREE
5 min
Finance
Beginner
Course
On-Demand
The Transaction Log
Learn about the Transaction Log.
FREE
3 min
Finance
Beginner
Course
On-Demand
Add a Transaction
Learn about adding a transaction to an account.
FREE
4 min
Finance
Beginner
Course
On-Demand
Transaction Reports
Learn about Transaction Reports
FREE
7 min
Finance
Beginner
Course
On-Demand
Reporting
Move Payments
Learn about how to move a payment from one account to another.
FREE
2 min
Finance
Beginner
Course
On-Demand
Set up a payment Gateway
Learn about setting up a payment gateway by filling out the merchant application.
FREE
6 min
Finance
Beginner
Course
On-Demand
Gateway Settings
Learn about Gateway settings
FREE
9 min
Finance
Beginner
Course
On-Demand
"Merchant Application and Gateway setup" Certification
Test your knowledge of Merchant Application and Gateway setup by getting certified today!
FREE
Exam
Finance
Beginner
Certification
Course
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.
FREE
33 min
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.
FREE
30 min
Intermediate
Live
School
Q&A
"Onboarding Essentials" Certification
Test your knowledge of Onboarding Essentials by getting certified today!
FREE
Exam
Beginner
Certification
Course
Prepare to Go Live
Learn about preparing to go live with ShulCloud!
FREE
Beginner
Course
On-Demand
ShulCloud Platform
Settings Overview
Learn about settings within ShulCloud
FREE
14 min
Beginner
Administrator
Course
On-Demand
ShulCloud Platform
Review Your Data
Learn about how to review your data in ShulCloud
FREE
19 min
Beginner
Administrator
Course
On-Demand
ShulCloud Platform
"Clergy Onboarding Essentials" Certification
Test your knowledge of Clergy Onboarding Essentials by getting certified today!
FREE
Exam
Beginner
Certification
On-Demand
CRM