Shulcloud

We’re excited to share that something new is coming to CBI!

This June, we’re launching a new online member system called ShulCloud, already trusted by over 900 congregations across the country. It’s designed to make your connection to CBI easier, more accessible, and more personalized than ever before.

With your new ShulCloud account, you’ll be able to:

  • Register for events and programs
  • Make donations or payments with ease
  • Update your family and contact info
  • Access account details
  • View your transaction history—and more!

We’ll send everything you need to activate your account on June 1. In the meantime, we’ll be sharing helpful info and previews to get you ready. Check your email in the coming weeks for more information!

Have a question that’s not answered below? Please reach out to our ShulCloud administrators at support@cbiboca.org.

Login FAQs

A: You will receive an email inviting you to log in and create/update your profile. We strongly recommend that each adult in your household take the time to complete this step when first accessing the new system. It will ensure that all payments and donations will be readily categorized and properly attributed. For multi-adult households, you will need to designate someone as the head of household.

A. Each adult in a household has a separate login and password. One person in the family must be designated as the primary contact on the account, but both adults may be given full access permissions to the account. If you need help with setting up your login, changing the people on your account, or changing the primary contact or access permissions, please contact the office at 561.241.8118.

A: On the login screen, click the ‘Forgot Password’ button. ShulCloud will send you an email prompting you to set up a new password.

A: Please email support@cbiboca.org, and we will send you a new email invitation. Registration links are valid for 7 days.

A: Sign in to ShulCloud. Under ‘My Account’ click on ‘My Profile.’ Type in a new email address in the ‘Login Email’ field.  Click ‘Save Changes to Person’ at the bottom of the screen.

A: Once logged in, you’ll encounter the following options under “Account Information”:

  • “My Profile” – Edit various tabs with information about yourself.
  • “My Family” – Modify or add information about your immediate family members.
  • “My Yahrzeits” – Add or update yahrzeits.
  • “Edit my Address” – Update your address details.

Payment FAQs

A: Yes! You will be able to make donations, pay your membership dues, and register for events and classes directly from the website, as well as specify where you would like your funds to be applied. In addition, you will have the option to either use a charge card or an eCheck.

A: All information entered on your website account and the payment page is sent over an SSL encrypted connection.  (No payment information is stored on servers owned by ShulCloud or CBI.)

A: Yes, at any time, you can add an additional credit card to your saved payment methods. You can do so by logging into your account and selecting, ‘My Account’ > ‘My Financial Information’ > ‘My Payment Methods.’

A: Log in to ShulCloud and select ‘My Account.’ Under ‘My Financial Information,’ click on the ‘My Transactions’ button to see your account balance. Please keep in mind that payments made by check may take up to 2 weeks to appear on your account.

A.  Here are the step-by-step instructions:

  • Sign in.
  • Under ‘My Account’ click on ‘My Transactions.’
  • The top section is ‘Balance Today’. That includes any open charges.
  • More information on your balance is available in the next section down, ‘Open Types’
  • Under either category, click ‘Submit a Payment.’ You will be redirected to the Online Payments page.
  • If you are paying off a pledge/existing charge, select that you are paying ‘For Account Balance.’ If you are creating a new donation or payment, select that payment is ‘A Donation.’
  • Write in your desired amount and select when the amount will be paid. For immediate payment, select ‘Once Now’.
  • Add any notes. These can help us to process your payment accurately.
  • Click ‘Confirm and Continue’.  Enter your payment type and click ‘Pay Now’
  • You will receive an electronic receipt for your donation via email.