How do you connect YouTube as an App?

Myles Dean
Myles Dean
  • Updated

YouTube lets you upload videos that you can use to help greet onboarding clients, better explain your services and more. You can connect a Video by following the instructions below:

Connecting YouTube

    1. Go to App Setup, and click Add New in the top right corner.
    2. Click Add under YouTube
    3. Set a title and icon that represents the App.
    4. We're going to set this up as an automatic App so that all clients see the same embedded video.
    5. We'll also leave this App as connected as embed so clients can watch the video directly in your portal.
    6. Now simply find the video you want to embed, click Share underneath the video, and copy the link. Then, paste that link in the content box.
    7. Next, click Add. It will take you to the App's page, where you can see the App is added for all of your clients.

Client Experience

    1. To check if clients can view the App properly, click on Client Experience in the bottom of your sidebar, and the click Open portal. This will open the client experience in a new tab. You'll need to have a test client setup in order to log in as a client. Click Here to learn how to set up a test client account.
    2. Once logged in, click the App on the sidebar to preview the client view.

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