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Overall Registration Options
You can configure your registration open/end dates, maximum attendees, visibility, and so on under the Attendee Setup tab's Overall Registration Options. * Select the desired Event. * Click the Attendee Setup tab. * Click the icon adjacent to Overall Registration Options . * Configure the following s…
NAR E-Commerce Initial Setup - Dues Split
If you wish to setup dues splits, fee items will need to be created for each share of a membership’s dues. For example, you will need a fee item called something like “Membership Dues - NAR” to account for the amount of the membership that should be sent to National. GrowthZone will assist you in the initial setup…
View & Manage Applications Pending Approval
Applicant Contact Matching When a membership application is submitted the system will attempt to match to an existing contact in your database. This is very efficient if you have a non-member in your database, however may cause issues if the contact is already an active member. Below are the matching scenarios yo…
GrowthZone Pay Disputes
Disputes are an unfortunate part of accepting payments online, but they are not typically common. Disputes and the reasons for them (e.g., fraud) are ultimately your responsibility so you must take the appropriate actions to prevent and respond to disputes. When a purchaser disputes a charge the action initiates a…
Events Video Tutorials
Webinars * Event Setup (1 hr.) Event Setup Handout (PDF) * Event Management (1 hr.) Event Management Handout (PDF) The Basics Setup * Event Global Settings * No Show Fees * Creating Calendars * Setting Up No Show Fees * Additional Event Considerations Event Setup * Create a New Event * Copy …
Cancel an Exhibitor Registration
In the event an exhibitor cancels, you will first have to cancel the exhibitor registration , then update the booth so it is available for a new registration. Optionally, you may also cancel the registration of the staff attendees . To cancel the registration: * For the desired event, click the Exhibitor t…
Best Practice Mode versus Standard Actions on a Transaction: What Can and Cannot Be Done
There are different actions allowed in GrowthZone dependent on whether you have Best Practice (BP) mode disabled or enabled. Enabling Best Practice is a requirement if you are using QuickBooks Online integration. This table contrasts the various actions that can occur related to fee items, invoicing, and payments…
CONTENTS - GrowthZone Pay
Setup GrowthZone Pay (GZ Pay) * Verify Status of Payment Gateway * Is Storing Cards and Bank Accounts with GrowthZone Pay Safe? * Payouts from GrowthZone Pay Transactions * Accept Credit Card Payments * Methods of Payment * Change GrowthZone Pay Deposit Account * Refund a Credit Card Payment How Transac…
Unapply A Payment and Apply an Overpayment
At times, members or staff may make payments to the wrong invoice, or may apply a check twice. Being able to unapply a payment allows you to apply the payment to a different invoice OR refund the resulting overpayment, leaving a full "paper trail" of events. • If payment is on the individual, the payment can be…
Reconciliation to Bank Statement (Standard)
Reconciling your monthly bank statements with the deposits recorded in GrowthZone will help ensure your accounts stay accurate. Reports can be run that focus on credit card use (GrowthZone Pay only), ACH, and check/cash deposits. It is always helpful when beginning the monthly reconciliation process to have a copy …
