Quick Start Guide
Wizard Workflow
Get started quickly with the guided workflow that walks you through recording a pledge from start to finish — ideal for your first time using the system.
Read full guide→User Guides
Step-by-step guides for every feature
Detailed walkthroughs to help you use PledgeCards effectively — from your first scan to advanced reporting and batch operations.
Core Interface
Dashboard Navigation
Learn how to navigate the main dashboard, understand the summary cards, and access different sections of the platform efficiently.
Read full guide→Member Records
People Management (CRM)
Manage member contact details, household relationships, yahrzeits, and birthdays — everything that makes up a member's record in one searchable place.
Read full guide→Individual Giving
Person Finance Management
Track and manage individual member pledges, payments, and giving history. Record one-time gifts, view balances, and handle payment plans.
Read full guide→Data Analysis
Views & Reports
Sort and filter member data by giving amount, last aliya, or any other criteria. Generate the reports you need to make informed decisions.
Read full guide→Bulk Actions
Batch Operations
Send payment reminders, tax receipts, or giving histories to multiple members at once using your shul's own template and voice.
Read full guide→Recurring Giving
Subscription Management
Set up and manage recurring donations and payment plans. Handle automatic monthly giving and scheduled installments without manual follow-up.
Read full guide→Change Tracking
Audit System
Review the complete audit trail of edits, refunds, and record changes — every action timestamped and attributed to maintain accountability.
Read full guide→Real-time Alerts
Event Notification System
Configure and manage notifications for sensitive actions, important changes, and events that require immediate attention from staff.
Read full guide→Halachic Times
Zmanim Display
Set up and display halachic times calculated for your shul's coordinates. Embed on your website or show on lobby screens.
Read full guide→System Setup
Settings & Configuration
Configure system preferences, set up campaigns, manage resources and templates, and customize the platform for your shul's specific needs.
Read full guide→Need help with something specific?
Can't find what you're looking for? Our support team is here to help walk you through any feature.
Contact support