How do you connect YouTube as an Extension?

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 Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under YouTube
    3. Set a title and icon that represents the extension.
    4. We're going to keep this as a Global Extension so that all clients see the same embedded video.
    5. We'll also leave this extension 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 extension's page, where you can see the extension is added for all of your clients.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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