New Articles

  1. One-off Invoice Settings

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:53 Video Description: Learn more about the one-off invoice notification settings and how to turn them on when you are ready to do so. You can also review the Account Summary section within the Client Emails support articl...

  2. Best Usage for Past Due Notices

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 2:19 Video Description: This video will walk you through how to effectively utilize the Past Due Notices in ConnectBooster to ensure your clients are paying those late invoices. *Hearing impaired? Turn on the auto-generated ...

  3. Utilizing Ad Cards

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:49 Video Description: Learn best practices for creating and utilizing Ad Cards on your customer facing portal. You can also review some additional support documentation: Ad Cards Ad Card Best Practices & Examples ...

  4. Customer Portal

    Created On: 04/23/2021 in Post-Installation Material Understanding the 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. ...

  5. What are Past Due Notices?

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    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. ...

  6. Having the proper mindset

    Created On: 04/23/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 5:08 Video Description: Learn what goes into having the proper mindset when implementing ConnectBooster to your client base. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  7. New Clients: Best Practices for Security

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 3:21 Video Description: This video covers best practices when discussing security and ConnectBooster with prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  8. Customer Invoice Look-up

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    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 s...

  9. Existing Clients: Having the Proper Mindset

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 5:08 Video Description: Learn what goes into having the proper mindset when implementing ConnectBooster to your client base. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  10. Security best practices

    Created On: 04/23/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 4:56 Video Description: This video covers security best practices and gives some pointers on how to incorporate those best practices with your existing client base. *Hearing impaired? Turn on the auto-generated subtitles a...
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