Welcome to the ConnectBooster family! We’re glad to have you on board.
Soon you’ll start seeing the money you’re owed coming in on time ~ without wasting time and energy trying to sweet talk clients. We look forward to helping train you with the proper tools and techniques necessary to accomplish this goal.
But first, let’s make sure you can login to your new portal and setup the necessary integrations!
- You should have seen a “Welcome Email” come to your inbox. The from address is “firstname.lastname@example.org”. This will allow you to “Set Password”, and get logged in.
Pre-emptive steps to help streamline:
- Please select what systems you are using today for the relevant setup documentation.
- It is helpful to have the main administrative login credentials of the Accounting/CRM components of your business while configuring the integrations.
You will finish each component’s setup under Settings + Integrations (they should already be added for you!).
PLEASE SELECT YOUR ACCOUNTING PACKAGE
PLEASE SELECT YOUR CRM/PSA TOOL
This system gives you access to a 24 month archive of your credit card processing statements as well as various other information about past credit card charges.
The most critical portion of this system is the Data Guardian item you will find along the lower left side. Data Guardian is Clearent’s PCI compliance and security assurance program. The video below will walk you through the steps necessary to complete their survey. Start to finish should take less than 10 minutes.
***Failure to complete the survey in a timely manner will result in a monthly charge of $39.95 until it is finished.***
You may now use the link below to schedule your personalized train session with one of our implementation specialists.
- Walkthrough/customization of the admin dashboard and sections that clients see
- Go over best-practices, and client adoption techniques
- Finalize the portal for payment use
- Schedule a follow-up call to help roll-out success
You may have or will soon see charges debit your checking account (please don’t stop payment!!). These are related to ConnectBooster. A few you might expect:
- Gateway Services Web Payment
- CBI aka (ConnectBooster Inc)
- Clearent LLC