Video Walkthroughs (Support Agent Reference)
Video Walkthroughs (Internal Roadmap)
This article is a draft planning doc for video content. Keep unpublished or move to an internal collection until videos are recorded.
Short videos dramatically reduce onboarding support volume. Record these in Loom or Help Scout’s built-in video embed, then link from the related articles.
Priority 1 — record first
| Video | Length | Link from | Status |
|---|---|---|---|
| Matching Transfirst deposits (Match button walkthrough) | 3–5 min | Deposit Matching, Bank Feed Matching | [ ] Not recorded |
| Mindbody Payments: Record as Transfer from clearing account | 3–5 min | Clearing Accounts 101 | [ ] Not recorded |
| Monthly MBO fee expense entry | 2–3 min | MB Payments Fees, Fee Handling | [ ] Not recorded |
| Onboarding: verifying DrumBeat and QBO connection | 3 min | Onboarding Troubleshooting | [ ] Not recorded |
Priority 2
| Video | Length | Link from | Status |
|---|---|---|---|
| Cash and check bank deposits | 3 min | Getting Started, Handling Cash | [ ] Not recorded |
| Fixing doubled income (Undo Added deposits) | 4 min | Income Doubled | [ ] Not recorded |
| Canceling your subscription | 1–2 min | Cancel Subscription | [ ] Not recorded |
| Mapping income in Products and Services | 4 min | MBO Income Mapping | [ ] Not recorded |
Recording tips
- Use a demo QBO company with realistic Mindbody-style transactions.
- Blur or use fake client names in member records.
- End each video with “Related articles” links in the description.
- Embed in Help Scout using the video block; add to the support agent sitemap automatically on publish.