Overview
CoreBridge has created two training videos that will help your customers understand how to navigate their customer portal and the feature available to them.
- How to Use Your Customer Portal - With Payment Options
This video should be shared with your customer if you are using Credit Card Integration within CoreBridge as this video includes instructions on how to make online credit card payments through the customer portal. - How to Use Your Customer Portal
This should be shared with your customer if you are not using Credit Card Integration within CoreBridge as the video covers every feature of the customer portal but does not include any online payment options.
Videos
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