Growth Zone Staff App

Overview

The GrowthZone Staff App consists of 3 of modules:

Contacts:

• Allows user to Add/Edit contacts
• Ability to sort contacts
• Scan business cards to add contact to database
• Contact’s information is “clickable” – which means tapping an address opens their location in device’s default map app, their email address opens a new email draft, and a phone number triggers a phone call to start.

Events

• Register and Check users into an event
• Ability to scan QR codes to check people in
• Calendar events can be added to devices default calendar app

Tasks

• Ability to View/Add/Edit active tasks that are assigned to you on the go

Download the GrowthZone Staff App

The GrowthZone Staff App is available for both Apple and Android devices. Search for “GrowthZone” in the app store.

Staff App Navigation

When the Staff App is first launched, your Dashboard will be displayed. The Dashboard provides an at a glance understanding of your Memberships, Events, Tasks and Lists and Committees.

Using the Staff App for Contact Management

Using the GrowthZone Staff app you can easily view, edit and add contacts to your database.

View Contacts with the GrowthZone Staff App

1. Click the icon.
2. Select Contacts from the app menu. A list of all contacts in your database will be displayed. NOTE: You may also view your lists and committees.

   

3. Scroll through your list of contacts to locate the desired contact, or click the filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.

   

The Contacts module displays three tabs. The first tab displays the contact information.

Clicking on contact address allows you to update address information, or display the their location in the default map app. Clicking on their email address allows you to edit the email, or send a new email draft Clicking on a contact's phone number allows you to edit the phone number or place a phone call.

The second tab in the contact module displays the individuals associated with the contact.

The third tab in the contact module displays communications with the contact.

Add Contacts with the GrowthZone Staff App

Add Contact Manually

1. Select Contacts from the app menu.
2. Click the icon.

   

3. Click Add Manually.

Scan a Business Card

You can easily add new contacts to the database by just scanning their business card.

1. Select Contacts from the app menu.
2. Click the icon.
3. Click Scan Business Card.

Managing Events with the GrowthZone App

The GrowthZone staff app makes it easy for you to register and check users into an event (manually or by scanning the QR code provided in an attendees confirmation email). Payment for event attendees may be accepted manually, or by use of a mobile credit card reader.

We recommend the follow readers, available for purchase at posguys.com

Shuttle

For iPhones without an audio jack:

iMag Pro II

Viewing Events in the GrowthZone Staff App

You can easily view and manage events using the Staff App.