New Articles

  1. What red flags should you look for?

    Created On: 04/23/2021 in Best Practices Best Practices Around Transaction Fraud
    Video Length: 3:37 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 auto...

  2. Make your team aware and vigilant

    Created On: 04/23/2021 in Best Practices Best Practices Around Transaction Fraud
    Video Length: 2:43 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 auto...

  3. Introduction to email functions

    Created On: 04/23/2021 in Best Practices Best Practices for Client Email Functions
     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 i...

  4. Utilizing invoice past due notices

    Created On: 04/23/2021 in Best Practices Best Practices for Client Email Functions
    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-generate...

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

    Created On: 04/23/2021 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. ...

  6. Inconvenient conversations to address

    Created On: 04/23/2021 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...

  7. Integrations

    Created On: 04/23/2021 in Training Resources ConnectBooster Overview Part 1
    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 w...

  8. Email settings (SendGrid)

    Created On: 04/23/2021 in Training Resources ConnectBooster Overview Part 2
    Video Length: 2:08 Video Description: What is SendGrid? Why is it used? And, why is it important? You can find our support article on setting up the SPF records for SendGrid here . *Hearing impaired? Turn on the auto-generated subtitles ...

  9. Reports

    Created On: 04/23/2021 in Training Resources ConnectBooster Overview Part 3
    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. Invoice look-up

    Created On: 04/23/2021 in Training Resources ConnectBooster Overview Part 3
    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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