CoreBridge provides two training videos designed to help your customers navigate the Customer Portal and understand the features available to them.
1. How to Use Your Customer Portal - With Payment Options
Share this video with your customers if your CoreBridge system uses Credit Card Integration. It provides step-by-step instructions for making online credit card payments through the Customer Portal.
2. How to Use Your Customer Portal
Share this video with your customers if your CoreBridge system does not use Credit Card Integration. It provides an overview of all Customer Portal features except online payment options.
How to Use Your Customer Portal—With Payment Options (04:41)
- Click on the image below to open the video in a new window.
- You can copy the link below to send to your customers.
https://vimeo.com/458657862/3ab09afde7
How to Use Your Customer Portal (03:43)
- Click on the image below to open the video in a new window.
- You can copy the link below to send to your customers.
https://vimeo.com/462674971/8303e6208e