Growth Zone Staff App

GrowthZone Staff App Overview

The GrowthZone Staff App consists of 4 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

Lists/Committees

• View members of lists/committees
• Add members to lists/committees
• Remove members from lists/committees

Tasks

• Ability to view active tasks that are assigned to you on the go
• Ability to mark tasks as completed

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.

Click the icon, to view system navigation options.

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:

Tab	Description
	Displays the Contact's Information. This includes general contact information, membership information, billing information, list & committees, and, if working with an individual, Hub information.
	Displays the individuals associated with the contact, if the contact is a business and the businesses the contact is related to if the contact is an individual.
	Displays communications (notes, emails, etc.) with the contact.

Update Contact Information 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.

   

3. Scroll through your list of contacts to locate the desired contact, or type the name of the contact into the Search Contacts text box.
4. Click the desired contact in the list.

   

5. Click the Contact Information that you wish to change:

   • If you click on an address field, you can choose to update the address OR view the location of the address on a map.

   

   • If you click on an email field, you can choose to update the email address OR send an email.

   

NOTE: If you wish to add contact information to an existing contact, while on that contact's page, click the icon.

Add Contacts with the GrowthZone Staff App

Add Contact Manually

1. Select Contacts from the app menu.
2. From the list of contacts, click the icon.

   

3. Click Add Manually.

   

4. Enter the desired contact information, then click the icon to save changes.

NOTE: You may also add a Profile Image while adding a contact manually.

Add a Contact by Scanning 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. The camera on your phone will be enabled.
4. Take photo of the business card.
5. Click Use Photo or Retake as necessary. When Use Photo is selected, the app will process the photo and and populate the contact information in the appropriate fields.
6. Click the icon to save the new contact.

Add a Contact by Importing a Business Card Image

This option allows you to select an image of a business card from the photos on your phone.

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

   

3. Click Import Business Card Image. The photos on your phone will be available for you to select the desired business card image.
4. Select the desired image, the app will process the business card information and populate the appropriate fields.
5. Click the icon to save the new contact.

Add a Contact by Importing from Phone Contacts

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

   

3. Click Import from Phone Contacts. Your phone address book will be displayed.
4. Select the contact you wish to add.
5. Click the icon to save the new contact.

View/Manage a Contact's Balance using the Staff App

Using the staff app, you can easily view a contact's open invoices, and, if using GrowthZone Pay accept credit card payment for open invoices.

View a Contact's Billing Balance and Open Invoices

1. Click the icon.
2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.

   

3. Scroll through your list of contacts to select the desired contact. Alternately, simply type the name of the contact in the Search Contacts text box.
4. On the Contact Details tab, the current balance for the contact will be displayed in the Balance section.

   

5. Click the icon to view a list of open invoices.

   

Pay a Contact's Open Invoice(s) using the Staff App

1. Click the icon.
2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.

   

3. Scroll through your list of contacts to select the desired contact. Alternately, simply type the name of the contact in the Search Contacts text box.
4. On the Contact Details tab, the current balance for the contact will be displayed in the Balance section.

   

5. Click the icon to view a list of open invoices.

   

6. Click into the Amount text-box and enter the amount to be paid OR click the check-box(es) for the invoices to be paid. When invoices are selected, the amount of the invoice is automatically populated in the Amount field.
7. Click the button at the bottom of the screen.

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.

Add Registrations to an Event using the Staff App

Registrations may be entered using the Staff App, and dependent on your settings the registrant may be invoiced, or you can accept credit card payment at the time of registrations.

1. Click Events in the left-hand navigation panel.

   

2. Click the event to which you wish to add a registration(s).

   

3. Click the . The event registration page will be displayed.

   

4. Enter all required registration information.
5. Select Pay by Invoice or enter credit card information (swiping a credit card is not an available option).
6. Click Submit.

The registration is now logged in your database, and a confirmation email (if selected) has been sent to the registrant.

Checking in Event Attendees with the GrowthZone Staff App

The GrowthZone Staff App makes it easy for your staff to check-in event attendees. In addition to checking in your attendees, staff will be able to accept payment for open registration invoices, and see the registration type and the additional items the attendee has purchased. NOTE: Check-in for events is only available the day of the event.

Manually Checking in an Event Attendee with the GrowthZone Staff App

1. Click Events in the left-hand navigation panel.

   

2. Click the
   
   to select Today as your filter for events.
3. Select the desired event from the list.
4. In the Attendees section, click the check-box next to the attendee you wish to check-in.
   • If the attendee has a balance due, the dollar bill icon will be displayed. When you select to check this attendee in, you will be prompted to Check-In And Pay or Check-in and Pay Later. If you select Check-in And Pay you will be prompted to swipe a credit card (or manually enter the card). If the attendee is paying by check, or is not ready to pay, you can select Check-in and Pay Later.

   

   • If the attendee does not have a balance due, the attendees registration information will be displayed (along with a list of any additional purchases made).

   

5. Click Check-in to check the attendee in.

The attendee will be checked in and your database will be updated appropriately with attendance, payment made, or balance due.

Scanning QR Codes for Event Check-in

You may choose to check in attendees using the QR codes that are included in event confirmation emails.

1. Click Events in the left-hand navigation panel.

   

2. Click the
   
   to select Today as your filter for events.
3. Select the desired event from the list.
4. In the Attendees section, click the Scan QR Code link.
5. Align your phone with the QR code. The QR code will be automatically scanned, and the appropriate attendee will be checked in.