Growth Zone Staff App

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Contents

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.

SA DB CP.jpg

Click the Menu icon.jpg 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 Menu icon.jpg 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.
    Contacts SA2.jpg
  3. Scroll through your list of contacts to locate the desired contact, or click the Filter Icon.jpg filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
    SAAP Filter Options1.jpg

The Contacts module displays three tabs:

Tab Description
ContactIcon.jpg Displays the Contact's Information. This includes general contact information, membership information, billing information, list & committees, and, if working with an individual, Hub information.
OrganizationIcon.jpg 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.
CommunicationIcon.jpg Displays communications (notes, emails, etc.) with the contact.

Update Contact Information with the GrowthZone Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Contact Page.jpg
  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.
    SAP See Map.jpg
    • If you click on an email field, you can choose to update the email address OR send an email.
    SAP Email Update.jpg

NOTE: If you wish to add contact information to an existing contact, while on that contact's page, click the AddContactInfoIcon.jpg 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 AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Add Manually.
    Add contact info CP.jpg
  4. Enter the desired contact information, then click the CheckMarkIcon.jpg 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 AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  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 CheckMarkIcon.jpg 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 AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  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 CheckMarkIcon.jpg icon to save the new contact.

Add a Contact by Importing from Phone Contacts

  1. Select Contacts from the app menu.
  2. Click the AddContactInfoIcon.jpg icon.
    SAAP Add Manually2.jpg
  3. Click Import from Phone Contacts. Your phone address book will be displayed.
  4. Select the contact you wish to add.
  5. Click the CheckMarkIcon.jpg 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 Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Drop Membership.jpg
  6. Click Drop Membership.
    Edit Drop Member 2.jpg
  7. Enter desired drop information. Refer to Drop Membership for details on drop reasons, open invoices, and staff permissions.
  8. Click the CheckMarkIcon.jpg icon to complete the drop.

Delete a Membership using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Drop Membership.jpg
  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 Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Recurring Fees.jpg
  5. Click on the Membership type listed in the Membership section. If no membership is displayed, this contact does not have an active membership.
    SAP View Membership.jpg
  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 Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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 AddContactInfoIcon.jpg icon.
    SAP Add Membership.jpg
  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 Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    Balance SAP CP.jpg
  5. Click the CreditCardIcon.jpg icon to view a list of open invoices.
    SAP Open Invoices.jpg

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

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    Balance SAP CP.jpg
  5. Click the CreditCardIcon.jpg icon to view a list of open invoices.
    SAP Open Invoices.jpg
  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 Pay Icon SAP.jpg 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.

Change a User's Access Level using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Member Hub.jpg
  5. Click Member Hub.
    SAP Edit User Access.jpg
  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.
    SAP Change Access Level.jpg
  7. Click the access level you wish to assign.
  8. Click Done.
  9. Click the CheckMarkIcon.jpg icon to save your changes.

Change a User's Username using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Member Hub.jpg
  5. Click Member Hub.
    SAP Edit User Access.jpg
  6. Type the new user-name in the Username text-box.
  7. Click the CheckMarkIcon.jpg icon to save your changes.


Send User Log-in Instruction Email using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Member Hub.jpg
  5. Click Member Hub.
    SAP Edit User Access.jpg
  6. Click the Send Login Instructions Email check-box.
  7. Click the CheckMarkIcon.jpg icon to send the email.

Send User Log-in Instruction Email using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Member Hub.jpg
  5. Click Member Hub.
    SAP Edit User Access.jpg
  6. Click the Send Password Reset Email check-box.
  7. Click the CheckMarkIcon.jpg icon to send the email.

Manually Reset a User Log-in using the Staff App

  1. Click the Menu icon.jpg icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
    Contacts SA2.jpg
  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.
    SAP Member Hub.jpg
  5. Click Member Hub.
    SAP Manual Reset.jpg
  6. Enter the new password into the Manually Reset Password text-box.
  7. Click the CheckMarkIcon.jpg 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

Log Notes using the Staff App

Send an eMail using the Staff App

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

ShuttleReader.png


For iPhones without an audio jack:

iMag Pro II

MagProReader.png


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.
    SAP Events.jpg
    By default, all future events will be displayed.
  2. (Optional) Filter events by clicking the SAP Event Filter Icon.jpg. 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.
    SAP Events.jpg
  2. Click the event to which you wish to add a registration(s).
    SAP Add Reg.jpg
  3. Click the SAP Add Reg Icon.jpg. The event registration page will be displayed.
    SAP Event Reg Page.jpg
  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.
    SAP Events.jpg
  2. Click the
    SAP Event Filter Icon.jpg
    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.
    SAP Pay Now or Later CP.jpg
    • 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).
    SAP Checkin CP.jpg
  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.
    SAP Events.jpg
  2. Click the
    SAP Event Filter Icon.jpg
    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

Reviewing and Managing Tasks using the Staff App

View Tasks

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.

Completing Tasks using the Staff App