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Video Length: 0:59 Video Description: This video walks through the Basic Information and Branding section of the ConnectBooster portal including portal colors and logo options. Or, if you prefer, you can read our Basic Information support...
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Video Length: 11:57 Common Uses - Reporting Individual transactions - Correction and failure analysis Settlement reports and reconciliation ACH failure states and actions *Hearing impaired? Turn on the auto-generated subtitles av...
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Video Length: 7:35 Common Uses Sales Vault Voids Refunds *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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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...
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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 ...
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Video Length: 6:01 What’s Next? Reminder to complete PCI if not yet done Homework from setup call Transfer payment methods Run live payments for one off client requests Setup autopays and remove recurring from previous systems Send...
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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 i...
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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...
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Video Length: 3:17 Video Description: Learn about the ConnectBooster feature Pay Now. You can also refer to our Pay Now support article. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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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 bar a l...