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Using ShulCloud

Using ShulCloud

Our website enables Gates of Heaven members, Gates Quest parents and families, and registered guests and donors to log in and manage your own account and profile and make online payments and donations at your convenience. You will also be able to register online for Gates Quest religious and Hebrew school, synagogue events, and have access to members-only content.
 
To Create or Change Your Password
  1. Click the "Login" button at the upper-right hand corner of this screen. If you have never logged in before or have forgotten your password, click "Forgot Password" below the gray "Sign In" button. Enter the email address we have on file for you to set a new password.
  2. Wait for an email with password instructions to arrive and set up or change your account password. It will look like this:
 
  1. Log in using the link at the upper-right hand corner to log in.
Main Web Page: www.cgoh.org
 
Area to Login
 
Account Screen
 
Update Your Profile: After you're logged in, you can view and update all of your information on your account by clicking on your name at the upper-right hand corner and selecting "My Account" in the drop-down menu. Please check regularly to make sure your information is up-to-date and let us know when something changes.
  • "My Profile" tile allows you to update your personal information. Click it and choose "View & Edit" to add personal information, contact info, Hebrew name(s), birthdate, anniversary, and b'nai mitzvah information, as well as contact information and best methods of contact for you. Keep in mind that if you change your email address in this account, that will be your log in email address in the future.
  • "My Family" tile allows you to update the same information for your immediate family members included in your account. Please only include family members who live in your home. Choose "Add Person" if we don't have everyone in your home listed in your account.
  • "My Yahrzeits" tile allows you to add and manage yahrzeits for your household. Please note there are two tabs to complete when adding a yahrzeit: "Info" and "Mourners." ("Chiyuv" is a direct mourner, i.e. spouse, child, sibling, etc.)
  • "Edit My Addresses" tile (bottom right corner) will allow you to edit your street and mailing addresses on file or add a seasonal address if you travel for the winter. You may also update your home phone number on this page, whereas your cell and office phone numbers can be updated from your other contact information on the "My Profile" section.
How to: Here you'll find some tips to help you start using private areas of the site. Please reach out if you have any questions about navigating the pages of our website, logging in, or updating your information. You may also contact Josh directly with questions related to financial arrangements or adjustment requests.
  • If the system won't allow you to login or change your password, we may have a different email address on file. Contact the office for information or assistance, for trouble logging in.
  • If we sent you a login link and you didn't receive it at the correct email address, please check your Spam or Trash folders, as some email servers will automatically send messages containing certain terms directly to your Spam or Trash folders.
  • If you used a shared email address for both members of your family, you will need to share the same password to log in. Call us to enter an email address for another member of your household, for electronic access to your family's account.
  • To add a photo or limit the information others will see in the online membership directory, click "Edit My Directory Listing." This menu is completely separate from the information listed on your account, which we need to communicate with you. You have the power to control what information is shared with the congregation at-large.
Financial FAQ / Process to make a payment or donation:
  • To make a payment toward your membership commitment, choose "Pay My Bill" from your account home screen or go to the "GIVE" section at the top of the site menu and choose "Account Payments" or "Make a Donation" for other contributions. You may choose from payment methods on your account or add a new payment method first (i.e. credit card/ACH-checking).
  • To add a new payment method:
    • Click the "ACCOUNT" tab header and go down to the Financial section of button icons. Select "My Payment Methods" and see which payment methods, if any, we already have on file, which you may use to make payments and donations. If no payment method shows on this screen, click "Add New Payment Method," then select "Credit Card/ACH" (already selected) and "Add payment method to this gateway." [Info: "SIP" stands for ShulCloud Integrated Pathway. You may choose one of those options if you're using credit card or ACH. You may also leave the radio button selected on "Credit Card/ACH" and choose your method inside that menu when you move forward.]
    • Choose a radio button: Either "Credit Card" or "E-Check" for your preferred method and enter the required information.
      • For E-Check: Click "Choose Account with PLAID" to securely log into your bank account and link it to this profile.
      • Not sure if it's safe? Click here to read about the PLAID system and see what it is and how it works. You should also confirm the URL in the page begins with "https://" which indicates the page is secure. You will know you're not on a secure page if the URL begins with "http://" etc.
      • If your bank does not appear in the search box, exit the Plaid pop-up box and click "Didn't see your bank in Plaid?" The system will prompt you to enter your bank routing number and your checking account number. You will then have to wait 1-3 business days for two to three microdeposits to appear in your checking account. When you see them, record the amounts and go back to your cgoh.org account to enter the microdeposits on the "My Payment Methods" screen. When you enter the amounts and verify the checking account, you will see your ACH details on your screen. You may then go to "Pay My Bill" to make a payment toward your account balance, create a payment schedule, or make a donation. You can also create a payment schedule for repeating donations.
  • Recurring payments provide you with the convenience of automatic scheduled payments so you don't have to remember to write a check or wait for a check to be deposited to have your payment recorded on your account. It also helps us know how and when to expect member contributions on an ongoing basis and we appreciate your assistance and support.
As always, change can be difficult to manage on your own. Please know that your synagogue office is dedicated to making this new system easy for you to learn and manage as time goes on. Reach out to a board member or a staff member in the office with any questions or concerns. Thank you for being a part of the Congregation Gates of Heaven family!
Sat, July 27 2024 21 Tammuz 5784