Training Videos
GrowthZone Solution Overview - The GrowthZone Solution Overview session is an introductory course to help new users (or those requiring a refresher) learn how to navigate in GrowthZone. This session will introduce participants to general navigation of the software and an overview of each module will be shared to provide a basic understanding of what each module will accomplish.
GrowthZone Communications - The GrowthZone Communications and List/Committee modules make it easy to connect with your board and to organize your contacts into lists for different types of communication. In this session, participants will learn how to setup and manage communications.
GrowthZone Setting up Billing - GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
Billing Tutorials:
- Setting up Your Chart of Accounts
- Setting up Your Invoice Templates
- Setting up Your Invoice Terms
- General Finance Settings
- Setting up Payment Gateways
- Setting up Taxes
- Setting up Goods & Services
Setting up Your Membership Types & On-line Application Form - Your membership packages allow you to provide different levels of benefits to your members In this session participants will learn the skills to setup membership packages, and manage on-line applications.
Managing Your Contacts & Members - Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts and memberships.
Contact/Member Management Tutorials:
- Adding Contacts
- Merging Contacts
- Adding a Membership to a Contact
- Adjusting a Membership
- Upgrading a Membership
- Downgrading a Membership
GrowthZone Managing Billing
- GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing their billing.
- Stored Payment Profiles
- Creating an Invoice
- Accepting Credit Card Payments
- Applying Refunds
GrowthZone Managing Your Store
- The GrowthZone Store Module is a module that allows the association to sell additional resources/products to members. In this session, participants will learn how to setup and manage their store.
Managing Contacts and Members - The Basics
