Profile Setup and Management
Creating a Customer
Creating an Interpreter
Setting Interpreter Availability
Creating a Requestor
Creating a Consumer
Duplicate Interpreter Checking
Scheduling and Job Management
Creating a Job
Follow up Appointment
Creating recurring Jobs
Duplicating a Job
Team Jobs & Interpreter Shifts
Job Vs. Booking
Offering & Assigning Jobs
Bulk Offering Jobs
Closing or Canceling a Job
Scheduler Tool Overview
Ad Hoc Email and Ad Hoc SMS
Saved Search
Special Instructions by User
Scheduler - In Depth Review
Admin & Configuration
Company Details
User Management
Notifications
Templates
Job Notification in Digest Form
Qualifications
Cancel, Unfulfilled & Deactivation Reasons
Reference fields
Configuring Reference Fields to Customize Closing Process
Auto Offer
Drop-Down Reference Field Setup
Consumer Count Feature
Financials
Rate Zones
Rate Plan Setup
Financial Review & Verification
Creating Invoices & Payments
Multiple Rate Plans with Active Dates
Rush Fees
Third Party Billing on Jobs
Resetting Invoices and Payments
Customer Portal
Customer Portal Overview
Creating a Booking from Customer Portal
Interpreter Portal
Interpreter Portal Overview & Job Closing (Mobile & Full site)
Setting Your Availability - Weekly Calendar
https://www.youtube.com/watch?v=lElDoQWe1i8
Availability - Page Layout Update
Confirming Job via Interpreter Portal (Full Site)
https://www.youtube.com/watch?v=BxftRIULyys
Closing Job via Interpreter Portal (Full Site)
https://www.youtube.com/watch?v=7mZvSGrIs4Y
Confirming Job via Mobile Site
https://www.youtube.com/watch?v=IvAYo9SY4rU
Closing Job via Mobile Site
https://www.youtube.com/watch?v=sBtadX4nFNI
Interpreter Mobile App Overview
https://www.loom.com/share/ab805e22f973429a8bc68eb88e9dc7e4
Quickbooks Desktop Integration
Quickbooks Intelligence Setup and Administration
https://www.youtube.com/watch?v=2ObHAYmBbXo
Quickbooks Intelligence Invoice and Payment Processing
https://www.youtube.com/watch?v=27sQ-LawStw
Quickbooks Class Configuration (Third Party Video - Quickbooks University)
https://www.youtube.com/watch?v=CZku_YXWMDM
Quickbooks Online
Account Classification Setup In Interpreter Intelligence for use in QBO
https://www.youtube.com/watch?v=y-LuWz865Ig
VRI & OPI Scheduled - Overview
VRI Scheduled - Details
- This video https://youtu.be/q4jBv5dPDTk and below is a user guide for you as an agency user to learn about our scheduled VRI service and details of VRI appointments:
- Here is a video guide https://youtu.be/PzPAwhX2tqk and below is a manual for your Requesters on how to schedule a video appointment and join the video conference when the appointment time comes:
- Use this video https://youtu.be/tk4eugYFiNg and below is a manual to help your interpreters understand how to join a video session for VRI jobs assigned to them:
VRI - Billing and Configuration
Ad Hoc Video
OPI Scheduled - details
- This video (https://youtu.be/Doz3bNcc9Gg) and user guide is for you as an agency user to learn about our scheduled OPI service and details of OPI appointments:
- Here is a video guide https://youtu.be/36TU8jkoEDo) and below is a manual for your Requesters on how to schedule a phone appointment and join the voice call when the appointment time comes:
OPI - Configuration and Billing
VRI & OPI On Demand - Overview
Company Chat
Miscellaneous
Ad Hoc Email and Ad Hoc SMS
Saved Search
Special Instructions by User
Show Comment Tallies on Grid & Directly Add Comments
Configuring Reference Fields to Customize Closing Process
Webinars
Features Review: Saved Search, Special Instructions by user, minimum duration enforcement check, rate plan associations, resetting invoices and payments
Schedulers' Tools: Manual Job Offer, Bulk Offer, Auto-Offer
Features Review: Reference fields with dependents; arrival time; eSig screen with job information
Scheduler Overview
VRI (Video Scheduled) Webinar
OPI (Phone Scheduled) Webinar
New & Existing feature review Webinar Nov 2020
https://www.youtube.com/watch?v=VO48JIT94RY&feature=youtu.be
New feature review Webinar Jan 2021
https://www.youtube.com/watch?v=AkcyWI9WD5Y&feature=youtu.be
II By Boostlingo Product Refresher and New Features June 2023