Popular Articles

  1. 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....
  2. Utilizing invoice 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-generate...
  3. 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. ...
  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. 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 ...
  6. Setup: Internal Settings

    Video Length: 3:29 Video Description: Learn about the internal settings of ConnectBooster and how to best utilize the internal notifications. You can also review our support documentation on this topic below: Internal Users Internal ...
  7. 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 ...
  8. 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...
  9. 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...
  10. 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. ...