Updated Articles

  1. Creating an Ad Card

    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 ...
  2. Basic information and branding

    Video Length: 0:59 Video Description: This video walks through the Basic Information and Branding section of the ConnectBooster portal including portal colors and logo options. Or, if you prefer, you can read our Basic Information support...
  3. ConnectBooster email tracking

    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 Settin...
  4. New Feature: What is 'Pay Now'?

    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. ...
  5. 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...
  6. Introduction to 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...
  7. Security functions you can utilize

    Video Length: 4:34 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...
  8. Make your team aware and vigilant

    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...
  9. What red flags should you look for?

    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. 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...