GrowthZone App for Staff Overview

What it is: The GrowthZone App for Staff puts your contacts, events, and payments on your phone. Look up and update contacts, log notes, register attendees, and take payments in person with Tap to Pay or a Stripe M2 card reader. Everything you do in the app is saved straight to GrowthZone, so there's no re-keying or reconciling after an event.

Before You Begin:

• The app is available to GrowthZone customers in the United States.
• Download it for iPhone and iPad (iOS 16.7 or later) or Android.
• To take payments, your organization needs a GrowthZone Pay gateway. The only compatible card reader is the Stripe M2. If you have a different reader, order an M2 reader.
• Complete the two setup steps below before your first event.

Contacts

• Find a contact: On the Contacts tab, start typing a name, email, phone number, or company. Results narrow as you type and include both individuals and businesses.
• View details: Tap a contact to see their name, email, phone, address, Membership & billing section, and Notes.
• Call or get directions: Tap Call to open your phone's dialer or Directions to open maps. These are unavailable if the contact has no phone number or address.
• Update a phone number: Tap the pencil icon next to Phone, change the number, and tap Save.
• Create a contact: Search for the name first. If there's no match, tap create a new contact, choose Individual or Business, fill in the required fields, and tap Save. Save stays unavailable until every required field is complete.

Notes

• Log a note: Open a contact, tap + Log Note, enter a subject and message, and tap Save note.
• Edit a note: In the contact's Notes section, tap Edit on the note, make your change, and tap Save. Each note shows its subject, message, author, and date.

Memberships, Billing, and Payments

• Check membership and billing: Open a contact and look at the Membership & billing section for the membership name, next billing date, and amount. "No active memberships on file" is normal for a contact who isn't a member.
• Pay an open invoice: Open a contact with a balance, tap Pay, then tap Tap to Pay and have the member tap their card. A receipt appears when the payment completes. See Paying Open Invoices.
• Sell an item: Use the Sell tab to sell the fee items you marked for the app. See Accepting Payments.

Events

• Find an event: On the Events tab, use Show next 30 days only to see upcoming events by date, or tap Show All Events.
• Register an attendee: Open the event and tap Register Attendee.
• Check balances and counts: Open the event, then open an attendee to see any fees they owe.
• Check in attendees: See Event Check Ins.

Limitations

• Available only to organizations in the United States.
• App payments do not follow your Force ACH limit or card brand restrictions.
• App payments do not use the payment gateways set on individual fee items, so split payments are not supported.
• Tap to Pay is not available on iPad. Use a Stripe M2 card reader instead.

Best Practices for Events

• Set up ahead of time. Finish the setup steps, pair your card reader, and test a sign-in the day before the event.
• Search before you create. Always search for an existing contact before adding a new one. It keeps duplicate contacts out of your database.
• Review afterward. After the event, check that the app's transactions appear in your GrowthZone financial reports.

Why don't I see payment or checkout options?

Either you're outside the supported service area (the options come back when you're in range), or payments aren't set up yet (the Sell tab shows a prompt to add a payment method). Contacts and Events keep working either way.

Why doesn't a fee item appear on the Sell tab?

Make sure Available in Point of Sale App is checked on the fee item, then force quit and reopen the app.

Who do I contact if something doesn't look right?

Contact GrowthZone Support. Note which contact or event you were working with when it happened.