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GrowthZone App for Staff Walk-Through

Updated

GrowthZone AMS Best for: Membership, Finance

What this is: The new mobile app for staff: process dues, take event payments, and check in attendees from a phone.

Why we built it

Association work happens on the move, not just at a desk. Staff needed real tools in hand.

Value for Membership + Finance

Collect payments and run check-in from anywhere. No laptop required to keep things moving.

What you can do in the app

  • Find a contact and view their details, membership, and billing.
  • Take payments in person with Tap to Pay.
  • Update a contact's phone number on the go.
  • Create a new contact and log notes.
  • Find and filter events, and register attendees.

Getting started

Sign in

Start here each time you open the app.

  1. Open the app.
  2. Sign in with your credentials.
What you'll see: Your GrowthZone contacts and events.

Find your way around

  1. Use the tabs to move between Contacts, Events, and Sell.
  2. Tap your avatar in the top-right corner for the account menu.
What you'll see: Contacts for lookups, Events for event tasks, and Sell for taking payments.

Finding & viewing contacts

Find a contact

Look someone up from a single search box.

  1. Open the Contacts tab.
  2. Start typing a name — results refine as you type.
  3. You can also search by email, phone, or company.
What you'll see: Matching contacts appear and narrow as you type. Both individuals and businesses are included in results.

Open a contact's details

See everything about a contact in one place.

  1. Search for the contact and tap their row.
What you'll see: Name, email, phone, and address; a "Membership & billing" section; and a "Notes" section, where you can log and review notes.

Call a contact or get directions

Jump straight to the phone or maps from a contact.

  1. Open a contact that has a phone number and an address.
  2. Tap Call to open your phone dialer, or Directions to open maps.
What you'll see: The dialer opens to that number, or maps opens to that address. If a contact has no phone or address, Call and Directions are unavailable.

Update a contact's phone number

Make a quick correction without leaving the app.

  1. Open a contact and tap the pencil icon next to Phone.
  2. Change the number and tap Save.
What you'll see: The new number stays after you reopen the contact.

Create a new contact

Add someone who isn't in the system yet — right from the app.

  1. Search a name that has no match.
  2. Tap "create a new contact" and choose Individual or Business.
  3. Fill in the required fields (Save stays unavailable until they're complete) and tap Save.
What you'll see: The new contact appears in search.

Notes

Log a note from a contact

Capture a quick note against a contact.

  1. Open a contact and tap + Log Note.
  2. Enter a Subject and a Message, then tap Save note.
What you'll see: The note appears in the contact's Notes list and stays there after reopening.

Review and edit notes

  1. Open a contact that has notes — each shows a subject, body, and author and date.
  2. Tap Edit on a note, change the subject or message, and Save.
What you'll see: The change shows right away and stays after reopening.

Memberships, billing & payments

Check memberships and billing

See a contact's membership status and next charge.

  1. Open a contact and look at the "Membership & billing" section.
What you'll see: The membership name, next billing date, and amount. "No active memberships on file" for a contact who isn't a member.

Take a payment on an open invoice

Collect a payment in person with Tap to Pay.

  1. Open a contact who has an outstanding balance and tap Pay.
  2. Tap Tap to Pay.
  3. Have the member tap their card to complete the payment.
What you'll see: The payment completes and a receipt appears. The recorded amount matches what was charged.

If payment options don't appear

If you don't see payment or checkout options, it's usually one of two things:

  • You're outside the supported service area. Payment features are available only within your supported region; they come back once you're back in range.
  • Payments aren't set up yet. The Sell tab shows a prompt to add a payment collection method. You can still use Contacts and Events while this is being set up.

Events

Find and filter events

Get to the right event quickly.

  1. Open the Events tab.
  2. Use "Show next 30 days only" to see upcoming events within 30 days, sorted by date.
  3. Tap Show All Events to see everything.
What you'll see: The 30-day view lists only upcoming events. Show All lists every event.

Register an attendee

Sign someone up for an event.

  1. Open an event.
  2. Tap Register Attendee.
What you'll see: The registration form opens so you can add the attendee.

Check attendee balances and counts

Confirm fees and turnout.

  1. Open an event, then open an attendee who has fees.
What you'll see: The balance shows the correct amount.

Signing out

Sign out

  1. Tap your avatar in the top-right corner.
  2. Tap Logout.
What you'll see: You return to the sign-in screen, ready to sign back in next time.

Common questions

Why don't I see payment or checkout options?
Either you're outside the supported service area (the options return when you're back 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.

A contact shows no membership — is that wrong?
No. "No active memberships on file" is the normal message for a contact who isn't a member.

Can I create a new contact in the app?
Yes. Search a name with no match, tap "create a new contact," and choose Individual or Business.

Where do I add a note?
Open the contact and tap + Log Note. You can review and edit notes from the contact's Notes section.

Who do I contact if something doesn't look right?
Reach out to your GrowthZone support contact or account team — it helps to note which contact or event you were looking at.

The Takeaway Staff process dues, take payments, and check members in from a phone, so the work keeps moving whether they are at a desk or on the floor.
Don't forget: Ask questions as we go in the Q&A area of this webinar.

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