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OZ’s Membership Portal: Shulcloud

We Use Shulcloud as our “Membership Portal”

We recently upgraded to Shulcloud, a leading synagogue management software.  It is used by over 900 synagogues in the US and was created to serve synagogues and their members’ unique needs.  We’re currently using it for account management, bill payment, record updating and some program registration.  In the future, we will use it to launch our member directory, and for additional program registrations.

We know changing technology can be challenging at first, and our team aims to provide support as it always has.

To log in to OZ’s Shulcloud Membership Portal, click here.

 

For more details on how Shulcloud works, please read the FAQ’s, below.

Q: What is ShulCloud?

A: ShulCloud is an online “synagogue management software” used by over 900 synagogues in the US. This system was created to serve synagogues and their members’ unique needs including account management, bill payment, record updating, membership directory and more.

Q: How do I get started with Shulcloud for the first time?

A: You will receive an email to log in and create/update your profile. Please take the time to complete this step when first accessing the new system. It will help streamline financial transactions and communication.  Watch a walk-through video here.

Q: How do I log in to ShulCloud?

A: Login by clicking “Membership Portal Login” at the top right of OZ’s website.  Watch a walk-through video here.

Q: What if I never receive(d) the email inviting me to create my profile?

A: Please email [email protected] and we will send you a new email invitation.

Q: I forgot my password, what do I do?

A: On the log-in screen, there is a “forgot password” button. If you click this, you will receive an email prompting you to set up a new password.  If you don’t get an email, check your spam or junk folders, and if that doesn’t work, contact [email protected] and we’ll help!

Q: Can I update my personal information on ShulCloud?

A: Yes. Once you are logged in to your account, you will see the following tiles under “Account Information”:

  • “My Profile” – when you click edit, you’ll see several ‘tabs’ to update with info about you.
  • “My Family” – where you can edit or add info about your immediate family members.
  • “My Yarzeits” – where you can add or update your yahrzeits.
  • “Edit My Directory Listing” – Allows you to control what will be visible in the future private online Member Directory.
  • “Edit my Address” – where you can do just that.

Q: Can I use ShulCloud to make donations or payments? 

A: Yes. You can make your annual pledge and make / designate donations from your Shulcloiud account. Under “Financial Details” you will see tiles related to payments:

  • This year’s “Member Pledge” tile allows you to make your pledge.
  • “Donate” where you can make a donation.
  • “My Transactions” which shows you past payments.
  • “My Payment Methods” where you can update a credit card or bank account ACH.
  • “Pay My Bill” where you can see and pay an outstanding bill.

Q: Who can see my information?

A: OZ’s ShulCloud system is only accessible to OZ members. The only people who can see your financial information are you and administrative staff who have a need to access it. We are working to launch our private online Member Directory which will provide basic member information only to OZ members. Each member will be able to control what information is visible in the directory through the “Edit My Directory” tile within your Shulcloud account.

Q. Is it possible to pay annual dues using my ShulCloud account?

Yes, there is a ’tile’ under “Financial Details” in your account where you can make your pledge and designate how your dues will be paid.

Q: Is my credit card on file secure?

A: Yes. Your personal and financial information is secure. ShulCloud does not store credit card information, they use SSL (Secure Sockets Layer) to encrypt all payment transactions.

Q: Can I change my credit card on file or add a credit card on file?

A: Yes, at any time, you can add an additional credit card to your saved payment methods.

Q: What if I do not want to make payments online?

A: You may continue to mail checks.  Please send checks to our accounting firm at the following address: Ohavi Zedek Synagogue, PO Box 418, Montvale, NJ 07645.  Please include a note specifying what the payments is for (such as “Annual Dues for year 20XX” or “Contribution to Rabbi’s Fund”, etc.).  We ask that you allow up to one week for mailed payments to appear on your account.  Note that if you plan to send a check with a renewal pledge form, please mail that to OZ’s Vermont address 188 North Prospect Street, Burlington, Vermont 05401.

Q: How do I check my account balance?

A: Log in to:  Click the “My Transactions” tile under “Financial Information” and you will be able to see your account balance. Please keep in mind that payments made by cash, check, or to the synagogue office may take 1 week or more to appear on your account.

Q: How do I determine what information is shared in the online Member Directory?

A: After logging in to ShulCloud, click on “Edit My Directory Listing.” Here, you will see a dashboard of options (“buttons”) related to your profile that control what kind of information is viewable in the online directory.

Q: Can non-members use ShulCloud?

A: Non-members will be able to make donations and in the future, to register for events and classes.

Q. What can I do if I still need help?

A. We appreciate your patience as we transition to this new software. We are available help you navigate the new system.  If you have questions, please contact Andie at [email protected].

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