Popular Articles

  1. Utilizing Ad Cards

    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 ...
  2. What is the Great America integration?

    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...
  3. Best Usage for Past Due Notices

    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 ...
  4. Invoice look-up

    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...
  5. Blocktime reporting

    Video Length: 1:16 Video Description: Learn about the blocktime reporting capabilities within ConnectBooster.  *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
  6. One-off Invoice Settings

    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...
  7. Best practices for security

    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. ...
  8. Most common scenario

    Video Length: 1:38 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 ...
  9. Using Client Profiles

    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....
  10. ConnectBooster email tracking

    Video Length: 4:21 Video Description: In this video you'll learn about email tracking in the portal. You can also refer to our support article here . *Hearing impaired? Turn on the auto-generated subtitles available in the video Settin...