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.

Compatibility:

Apple: Requires iOS 8.0 or later. Compatible with iPhone, iPad and iPod touch

Android: Requires Android 4.4 or greater

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.

   

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.

View Individuals related to an Organization

If working with an organization, you can view the individuals related to that organization.

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 organization, or click the filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
4. Click the desired contact in the list.

   

5. Click the tab.

   

View Organizations related to Individuals

If working with an individual, you can view the organizations related to that individual.

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 individual, or click the filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
4. Click the desired individual contact in the list.

   

5. Click the tab.

   

Update Existing Contact Information with the GrowthZone Staff App

Contact information that currently exists in your database is easily updated 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 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 Additional Contact Information to an Existing Contact using the Staff App

Additional contact information can easily be added to an existing contact 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 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 icon.

   

6. Enter all the new Contact Information needed.
7. Click the icon to save changes.

Call a Contact 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 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. On the Contact Information tab, click the contact's phone number.

   

6. Click Call.

Email a Contact 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 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. On the Contact Information tab, click the contact's email address.

   

6. Click Send mail. The New Message screen will be displayed. Compose and send your email.

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 Membership using the Staff App

Using the staff app, you can easily add a membership to a contact, view an existing member's current membership, as well as drop or delete a membership.

Drop a Membership 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 Information tab, scroll to the Memberships section.
5. Click Memberships.

   

6. Click Drop Membership.

   

7. Enter desired drop information. Refer to Drop Membership for details on drop reasons, open invoices, and staff permissions.
8. Click the icon to complete the drop.

Delete a Membership 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 Information tab, scroll to the Memberships section.
5. Click Memberships.

   

6. Click Delete Membership
7. Click OK in the confirmation screen.

View a Contact's Membership Recurring Fees Schedule 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 Information tab, scroll to the Recurring Fees section.

   

5. Click on the Membership type listed in the Membership section. If no membership is displayed, this contact does not have an active membership.

   

6. Click OK on the Recurring Fees Details screen to close the screen.

Add a Membership to a Contact 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 Information tab, scroll to the Membership section.
5. Click the icon.

   

6. Click into the Select a Membership Type text box. A list of membership types will be displayed at the bottom of the screen.
7. Click the Membership Type you wish to assign, and click Done.
8. Configure the following if needed:
   • Start Date: The start date will default to the current date. If you wish to change the date, click into the Start Date text box, a list of dates will be displayed at the bottom of the screen. Select the desired date, and click Done.
   • Is Courtesy: Select the check-box if this is a courtesy membership.
   • Sales Rep: (Optional) If you wish to assign a Sales Rep, click into the Select a Sales Rep text box. A list of your staff will be displayed. Click the desired sales rep, and click Done.
   • Join Reason: (Optional) If you wish to assign a Join Reason, click into the Select a Join Reason text box. A list of your join reasons will be displayed. Click the desired join reason, and click Done.
   • Billing Start Date: The Billing Start Date will default to the current date. If you wish to change this, click the billing start date text of dates will be displayed. Select the desired date, and click Done.
   • Referred By: (Optional) If you wish to enter a referred by contact, begin typing the name of the contact. Type ahead functionality will bring up a list of matching contacts. Click the desired contact.

All settings for the selected membership type will automatically be populated. NOTE: No changes can be made to pricing, etc. for the membership type using the Staff App.

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/Open Invoices 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.

   

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

NOTE: When using the Staff App for payments, payments may only be made by Credit Card

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.

Manage an Individual Contact's Info Hub Access using the Staff App

Using the Staff App you can change a user's access level to the Hub, send a user the login instruction email, send a password reset email or manually reset a password.

Assign Info Hub Access and Send Login instructions using the Staff App

If a user does not have access to the Info Hub, you can easily setup access 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. Click the desired contact's name in the list.

   

5. In the Member Hub section, click the pencil icon next to Add Access. NOTE: if the contact already has access to the Info Hub, a username will be displayed.

   

6. Click on the current access level displayed in the Access Level text-box. A list of all the access levels you have configured in your system will be displayed, at the bottom of your screen.

   

7. Click the access level you wish to assign.
8. Click the Send Login Instructions Email check-box. NOTE: A Password Reset Email must be populated in order for the email to be sent.
9. Click the icon to save your changes and send the email.

Change a User's Access Level 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, scroll to the Member Hub section.

   

5. Click Member Hub.

   

6. Click on the current access level displayed in the Access Level text-box. A list of all the access levels you have configured in your system will be displayed, at the bottom of your screen.

   

7. Click the access level you wish to assign.
8. Click Done.
9. Click the icon to save your changes.

Change a User's Username 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, scroll to the Member Hub section.

   

5. Click Member Hub.

   

6. Type the new user-name in the Username text-box.
7. Click the icon to save your changes.

Send User Log-in Instruction Email 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, scroll to the Member Hub section.

   

5. Click Member Hub.

   

6. Click the Send Login Instructions Email check-box.
7. Click the icon to send the email.

Send User Log-in Instruction Email 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, scroll to the Member Hub section.

   

5. Click Member Hub.

   

6. Click the Send Password Reset Email check-box.
7. Click the icon to send the email.

Manually Reset a User Log-in 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, scroll to the Member Hub section.

   

5. Click Member Hub.

   

6. Enter the new password into the Manually Reset Password text-box.
7. Click the icon to save the password.

NOTE: The manually set password is temporary. The user will be prompted to change the password after first use.

Managing Communications using the Staff App

Using the staff app, you can review communications, log notes, and send emails to your contacts.

View Communications 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. Click the name of the contact for which you wish to review communications.
4. Click the icon to view the Communications tab. A list of all communications, including emails and notes will be displayed.

   

5. To view further details of a communication, click the communication entry.

   

Log Notes 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. Click the name of the contact for which you wish to log a note.

   

4. Click the icon in the header bar.

   

   • Select a Category: Click into the category text box. A list of the communications categories you have configured in the database will be displayed at the bottom of the screen. Click the desired category, and click Done.
   • Enter the Subject of your note.
   • Enter the Note/Message and click Done.
5. Click Save to save the note.

Send an eMail using the Staff App

See Email a Contact using the Staff App

Managing Events with the GrowthZone App

Viewing Events in the GrowthZone Staff App

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

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

   

   By default, all future events will be displayed.

2. (Optional) Filter events by clicking the . Filter options include:
   • Status: Approved, Cancelled, Declined, Draft, Pending Approval
   • Category: All categories you have configured for events will be displayed for selection
   • Calendar: All calendars you have created in the database will be displayed for selection
   • Show Only: This option allows you to specify specific dates "ranges" i.e. Future, Today, Last Week, etc.

   NOTE: You can select multiple criteria for filtering options.

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.

Using Mobile Readers with the Staff App

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

Shuttle

For iPhones without an audio jack:

iMag Pro II

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.

Accepting Payment for Event Registrations with the GrowthZone App

If an attendee has an open invoice, you can accept a credit card payment for that invoice when you check the member in. See Checking in Event Attendees with the GrowthZone Staff App for instructions on accepting a credit card payment for registration.

If you are registering a new attendee, using the Staff App, you can process a credit card payment for the registration fees at the same time. See Add Registrations to an Event using the Staff App. NOTE: When adding a registration via the staff app, you must manually enter the credit card information. Swiping a credit card is not an available option.

Reviewing and Managing Tasks using the Staff App

Review Tasks using the Staff App

Using the staff app, you have the ability to review tasks assigned to you as well as others. Additionally, you can filter the tasks based on whether they are overdue, open, or have a due date.

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

   

   By default, the task list will display tasked assigned to the user that is logged in. You can search for a task by entering the task name in the Search Tasks text box, or filter the task list as described below.

2. Filter the task list as needed. Click the icon. Filtering options include by staff member, is over-due, has due-date or is open.

   

3. Select desired filtering options. If you wish to view tasks for a different staff member:
   • Click the name in the Assigned To text-box. A list of staff members will be displayed at the bottom of the screen.

   

   • Select the desired staff member from the list, and click Done.
4. Once you have selected all desired filtering options, click the icon to apply the filters.
5. To view the details of a task, click the task name in the task list.

   

NOTE: Tasks are read-only in the Staff App. No changes may be made to task name, due date or description.

Marking Tasks Completed using the Staff App

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

   

2. For the task that you wish to mark as completed, click the task name in the task list.

   

3. Click the icon.

   

4. Click Yes. The task is now marked as completed, and the change will be reflected in the database.

Managing Lists/Committees using the Staff App

Using the Staff App, you can easily view all of the contacts in a list/committee, add contacts to a list/committee and remove contacts from lists/committees.

View List/Committee Roster using the Staff App

1. Click Lists/Committees in the left-hand navigation panel.

   

2. Click the list/committee for which you wish to see the roster.

   

To view further details of a contact, click the > next to the contact name. The Contact Details screen will be displayed.

Remove Contact from List/Committee Roster using the Staff App

1. Click Lists/Committees in the left-hand navigation panel.

   

2. Click the list/committee to view the roster.

   

3. Click the name of the contact to be removed from the list/committee. The Contacts Details page will be displayed.

   

4. In the Lists/Committees section, click the next to the group from which the contact is to be removed.

   

5. Click OK.

NOTE: You can also go directly to a contact, via the Contacts module, to remove a contact from a list.

Add a Contact to a List/Committee using the Staff App

1. Click Lists/Committees in the left-hand navigation panel.

   

2. Click the list/committee for which you wish to see the roster.

   

3. Click the next to Members List.

   

4. Begin typing the name of a contact into the Search Contact text box. A list of your contacts will display at the bottom of the screen. Select the desired contact.
5. Click into the Join Date text box, select the join date from the bottom of the screen.
6. Click the icon to add the contact to the list/committee.