Updated Articles

  1. ConnectBooster 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. ...
  2. New Clients: Best Practices for Security

    Video Length: 3:21 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. ...
  3. 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 ...
  4. What are Past Due Notices?

    Video Length: 2:22 Video Description: This   video walks through case uses for the Past Due Notices within ConnectBooster. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
  5. Existing Clients: 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 g...
  6. Existing Clients: Having the Proper Mindset

    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. Existing Clients: Security Best Practices

    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 ava...
  8. One-off Invoice Settings

    Video Length: 2:53 Video Description: Learn more about the one-off invoice notification settings and how to turn them on when you are ready to do so. You can also review the Account Summary section within the Client Emails support articl...
  9. 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....
  10. 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 ...