Popular Articles

  1. Existing Clients: Security Best Practices

    Last Updated: 04/30/2021 in Post-Installation Material 60 Day Coursework
    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...

  2. ConnectBooster email tracking

    Last Updated: 06/03/2021 in Best Practices Best Practices for Client Email Functions
    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...

  3. What are Past Due Notices?

    Last Updated: 04/30/2021 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. ...

  4. New Clients: Best Practices for Security

    Last Updated: 04/30/2021 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. ...

  5. Inconvenient conversations to address

    Last Updated: 04/30/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 5:31 Video Description: This video takes a look at the inconvenient conversations that you may come across while implementing ConnectBooster. ConnectBooster gives you additional insight to your client's payment history which...

  6. Success in the Sales Process

    Last Updated: 04/30/2021 in Best Practices Bringing on New Clients
    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. ...

  7. Type 2 scenario

    Last Updated: 06/03/2021 in Training Resources Integrations Overview Great America
    Video Length: 0:55 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 ...

  8. Utilizing ConnectBooster Email Tracking

    Last Updated: 04/30/2021 in Post-Installation Material 120 Day Coursework
    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 Settings...

  9. ConnectBooster Reports

    Last Updated: 04/30/2021 in Post-Installation Material 90 Day Coursework
    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. ...

  10. New Feature: What is 'Pay Now'?

    Last Updated: 06/03/2021 in Best Practices Best Practices for Client Email Functions
    Video Length: 2:52 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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