Difference between revisions of "Training Videos"

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:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts'''
 
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts'''
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:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/oZJWHlBH]] Merging Contacts'''
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Revision as of 17:01, 14 June 2018

Training vid icon.jpg New PDF Icon.jpg 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.

Training vid icon.jpg New PDF Icon.jpg 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.

Training vid icon.jpg New PDF Icon.jpg 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:

Training vid icon.jpg Setting up Your Chart of Accounts
Training vid icon.jpg Setting up Your Invoice Templates
Training vid icon.jpg Setting up Your Invoice Terms
Training vid icon.jpg General Finance Settings
Training vid icon.jpg Setting up Payment Gateways
Training vid icon.jpg Setting up Taxes
Training vid icon.jpg Setting up Goods & Services


Training vid icon.jpg link=http://supportwiki.memberzone.org/images/a/a2/GrowhtZone_Setting_Up_Your_Membership_Types.pdf f 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.

Training vid icon.jpg New PDF Icon.jpg 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:

Training vid icon.jpg Adding Contacts
Training vid icon.jpg Merging Contacts


Training vid icon.jpg New PDF Icon.jpg 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.
Training vid icon.jpg Stored Payment Profiles
Training vid icon.jpg Creating an Invoice
Training vid icon.jpg Accepting Credit Card Payments
Training vid icon.jpg Applying Refunds

Training vid icon.jpg New PDF Icon.jpg 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

GrowthZone Managing Events - The Basics

GrowthZone Web Content (Jobs, Deals, News)