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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...
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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: 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...
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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 ...
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Video Length: 2:05 Video Description: In this 4 part video series you will learn about the Great America integration offered by ConnectBooster and the various scenarios that come into play when using this integration. You can also review so...
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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 article....
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Video Length: 3:21 Video Description: Learn how to showcase ConnectBooster as an added perk in your sales process to prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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Video Length: 3:12 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. ...
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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. ...
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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 ava...