New Articles

  1. New Clients: Best Practices for Security

    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. ...
  2. ConnectBooster Reports

    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. ...
  3. How can I protect my business?

    Video Length: 2:36 Video Description: In this 6 part video discussion you will learn security best practices to help protect you, your clients and your business overall from multiple security threats. *Hearing impaired? Turn on the aut...
  4. Success in the Sales Process

    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. ...
  5. 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 articl...
  6. Looking up a customer

    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...
  7. 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...
  8. Checking your Integrations & Syncs

    Video Length: 1:23 Video Description: This video will walk you through the Integrations section of the ConnectBooster portal. You will be able to see your active integrations, view past sync information and how to initiate a manual sync wit...
  9. Existing Clients: Inconvenient Conversations to Address

    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 g...
  10. 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 ...