ConnectBooster Academy
Table of Contents
Table of Contents
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Glossary
Post-Installation Material
BNG Gateway Training
BNG Payment Gateway Walk Through - Part 1
BNG Payment Gateway Walk Through - Part 2
BNG Payment Gateway Walk Through - Part 3
BNG Payment Gateway Walk Through - Part 4
Reminders and Next Steps
30 Day Coursework
A Guide to your ConnectBooster Roll-out
Customer Lookup
Intro to Email Functions
How to Edit an Email Template
Understanding Autopay Approval and Billing
Checking your Integrations & Syncs
60 Day Coursework
Customer Invoice Look-up
Utilizing Ad Cards
Setup: Internal Settings
Using Client Profiles
One-off Invoice Settings
Existing Clients: Security Best Practices
Existing Clients: Having the Proper Mindset
Existing Clients: Inconvenient Conversations to Address
90 Day Coursework
What are Past Due Notices?
Best Usage for Past Due Notices
New Clients: Best Practices for Security
ConnectBooster Reports
120 Day Coursework
Utilizing ConnectBooster Email Tracking
Understanding the Customer Portal
Customer Portal
Best Practices
Best Practices Around Transaction Fraud
Who is at risk?
How can I protect my business?
What red flags should you look for?
Make your team aware and vigilant
Best practices to remember
Security functions you can utilize
Best Practices for Client Email Functions
Introduction to email functions
Utilizing invoice past due notices
New Feature: What is 'Pay Now'?
ConnectBooster email tracking
Bringing on New Clients
Success in the Sales Process
Best practices for security
How to Have the Conversation with Existing Clients
Security best practices
Having the proper mindset
Inconvenient conversations to address
Training Resources
ConnectBooster Overview
Part 1
Basic information and branding
Creating an Ad Card
Autopay approval and billing
Integrations
Part 2
Editing an email template
Past due notices
Email settings (SendGrid)
Client profiles
Part 3
Reports
Looking up a customer
Invoice look-up
Service
Blocktime reporting
Internal settings
Integrations Overview
Great America
What is the Great America integration?
Most common scenario
Type 2 scenario
Best case scenario
Features Overview
Pay Now
What is Pay Now?
Setting up Pay Now
Using Pay Now
FAQs
Home
Post-Installation Material
Understanding the Customer Portal
Articles
Customer Portal
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. ...