ShulCloud User Guide
Topics
How do I change the primary contact on my account in two-adult households?
How do I set up payment from my bank account via ACH(eCheck)?
How do I change the primary contact on my account in two-adult households?
After you log in to ShulCloud, select My Account > My Family. The adult currently assigned as the primary contact will be indicated by a symbol next to the person’s name. We recommend that the Primary person be the bill payer in the household. To switch roles between Primary and Secondary, click “Edit Your Family” and then the “Switch” button at the top of the screen. Make certain to scroll to the bottom of the page to “Save Changes to Account”. If bill paying is a shared role, it’s your choice as to who is Primary.
How do I set up payment from my bank account via ACH(eCheck)?
If you would like to add a bank account to your record, you can do so when logged in, by selecting My Account > My Financial Information > My Payment Methods. When adding your bank account information, you must verify and validate the account.
- Select the ACH gateway and select the Add payment method to this gateway button. Click on the PLAID button and find your banking institution. You will be directed to log into your account to verify your account details. Once your account is verified, it can be stored for future payments.
- If your banking institution is not listed, you will be prompted to use micro-deposits. Micro-deposits are small amounts deposited and removed from your bank account, usually two of them and generally less than a dollar. You will be asked to verify the amounts of the deposits in ShulCloud. Micro deposits usually take 1-3 days to be deposited and removed from your account, so you’ll need to come back and verify them once you receive them in order to save your account as a payment method. Please note that failure to verify and validate your account information can result in past due balances accruing on your account.
Please reach out to shulcloud@tbe.org with any questions.
