Popular Articles

  1. 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. ...

  2. Service

    Last Updated: 06/03/2021 in Training Resources ConnectBooster Overview Part 3
    Video Length: 1:26 Video Description: This video covers the service section of ConnectBooster including setup and best practices when using this feature with your PSA/CRM. Feel free to review our Service support article on this topic as we...

  3. Security best practices

    Last Updated: 04/30/2021 in Best Practices How to Have the Conversation with Existing Clients
    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 a...

  4. Existing Clients: Inconvenient Conversations to Address

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

  5. 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...

  6. Existing Clients: Having the Proper Mindset

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

  7. Who is at risk?

    Last Updated: 06/03/2021 in Best Practices Best Practices Around Transaction Fraud
    Video Length: 4:22 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-g...

  8. Best case scenario

    Last Updated: 06/03/2021 in Training Resources Integrations Overview Great America
    Video Length: 2:19 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 ...

  9. What red flags should you look for?

    Last Updated: 06/03/2021 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...

  10. Having the proper mindset

    Last Updated: 04/30/2021 in Best Practices How to Have the Conversation with Existing Clients
    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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