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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...
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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...
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Video Length: 3:39 Video Description: This video will walk you through the settings available under the Autopay section within the ConnectBooster portal. To learn more about setting up a specific autopay rule on a client, take a look at t...
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Video Length: 1:55 Video Description: This video will show you where to go to edit an email template within the ConnectBooster portal and how to test those templates. You can also review additional information in our Client Emails suppo...
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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 ...
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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 ...
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Making the decision if you would like to do a soft roll-out or your full client base Soft roll-out: this will include a few of your clients that are in good standing that you would like to ‘test’ the ConnectBooster portal with and get their feedba...
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Video Length: 6:01 What’s Next? Reminder to complete PCI if not yet done Homework from setup call Transfer payment methods Run live payments for one off client requests Setup autopays and remove recurring from previous systems Send...
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Video Length: 7:10 Backoffice options User Accounts Tie in’s to other tools Billing Statement explanations Settlement time *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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Video Length: 11:57 Common Uses - Reporting Individual transactions - Correction and failure analysis Settlement reports and reconciliation ACH failure states and actions *Hearing impaired? Turn on the auto-generated subtitles av...