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Making the decision if you would like to do a soft roll-out or your full client base Soft roll-out: this will include a few of your clients that are in good standing that you would like to ‘test’ the ConnectBooster portal with and get ...
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Last Updated: 06/03/2021
in Training Resources I received a request access email from a client. How do I grant them access to the portal? Assigning Profile and Sending Welcome Email.pdf What is the best practice for rolling out Past Due Notices? Best Practices for Invoice Past Due Notic...
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Video Length: 3:09 Video Description: This video walks through the customer portal from the view of your client. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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Video Length: 4:36 Introduction to the gateway Explanation of gateway and its role in the CB system Non invoiced sales Voids / Refunds Customer Vault Reporting Tie in’s to other business tools ( QW / Sell ) *Hearing impair...
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Video Length: 5:23 Video Description: This video provides a high level overview of the client email functionality available to you within your ConnectBooster portal and how to effectively use those templates available to you. *Hearing ...
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Video Length: 3:39 Video Description: This video will walk you through the settings available under the Autopay section within the ConnectBooster portal. To learn more about setting up a specific autopay rule on a client, take a lo...
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Video Length: 1:23 Video Description: This video will walk you through the Integrations section of the ConnectBooster portal. You will be able to see your active integrations, view past sync information and how to initiate a manual sync wit...
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Video Length: 1:23 Video Description: This video will walk you through the Integrations section of the ConnectBooster portal. You will be able to see your active integrations, view past sync information and how to initiate a manual sync w...
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Video Length: 3:39 Video Description: This video will walk you through the settings available under the Autopay section within the ConnectBooster portal. To learn more about setting up a specific autopay rule on a client, take a look...
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Video length: 1:35 Video Description: There are several ways you can look up a customer within the ConnectBooster portal. The first is by using the search bar found in the upper right corner. When you begin typing in the search b...