-
Video Length: 1:26 Video Description: This video covers the service section of ConnectBooster including setup and best practices when using this feature with your PSA/CRM. Feel free to review our Service support article on this topic as we...
-
Video Length: 2:41 Video Description: There are a few ways to search for a specific invoice within the ConnectBooster portal. If you know the invoice number, you can use the search bar found in the upper right and begin typing until you...
-
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 ba...
-
Video Length: 3:27 Video Description: This video covers the reports section of the ConnectBooster portal. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
-
Video Length: 2:38 Video Description: Review the Client Profiles section of the ConnectBooster portal and learn how to best utilize them for your client base. For more information, you can also review our Client Profiles support articl...
-
Video Length: 2:08 Video Description: What is SendGrid? Why is it used? And, why is it important? You can find our support article on setting up the SPF records for SendGrid here . *Hearing impaired? Turn on the auto-generated subtitles ...
-
Video Length: 2:22 Video Description: This video walks through case uses for the Past Due Notices within ConnectBooster. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
-
Video Length: 1:55 Video Description: This video will show you where to go to edit an email template within the ConnectBooster portal and how to test those templates. You can also review additional information in our Client Emails suppo...
-
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...
-
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...