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Making the decision if you would like to do a soft roll-out or your full client base Soft roll-out: this will include a few of your clients that are in good standing that you would like to ‘test’ the ConnectBooster portal with and get ...
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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...
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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 b...
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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 ...
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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: 3:39 Video Description: This video will walk you through the settings available under the Autopay section within the ConnectBooster portal. To learn more about setting up a specific autopay rule on a client, take a look...
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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 s...
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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: 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. ...
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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. ...