GrowthZone Online Training

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.

Agenda:

• Overview
• Software Navigation
• Common Functions
• Rails and Modules

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 finances within the GrowthZone software.

Agenda:

• Setting up Chart of Accounts
• Setting up Invoice & Statement Templates
• Setting up Invoice Terms
• Setting up General Finance Settings
• Setting up Taxes
• Setting up Integrated Payment Processing
• Setting Up Goods/Services

GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing transactions and billing history.

Agenda

• Review contact transaction history
• Creating Individual Invoices
• Accepting Payments
• Processing Credits & Refunds
• Managing Write-offs
• Managing Deposits
• Billing Reporting

GrowthZone allows you to easily generate invoices for upcoming membership dues and deliver those invoices. In this session, participants will learn the basics of generating and delivering invoices for their membership billing, as well as reviewing and redelivering past due invoices.

Agenda

• Understanding Recurring Billing
• Best Practices
• Running Upcoming Billing
• Deliver Renewal Invoices

The GrowthZone Communications and List/Committee modules make it easy to connect with your members and to organize your contacts into lists for different types of communication. In this session, participants will learn how to setup and manage communications.

Agenda:

• Setting up Communications
• Sending/Scheduling Emails
• Logging Calls & Notes
• Reviewing Communications
• Working with Lists/Committees

Acquiring and managing contacts is made easy with GrowthZone. In this session, participants will learn the basics of setting up and managing their contacts.

Agenda:

• Contact management module
• Adding new contacts
• Managing status, account number, tags
• Updating information
• Add/Update/Delete Contact
• Info Hub Access

Acquiring and managing members is made easy through your GrowthZone software. In this session participants, will learn the skills to setup and manage their memberships.

Agenda:

• Application Form Settings & Options
• Managing Membership Types & Packages
• Managing Memberships - upgrade, downgrade, adjustments, drops
• Membership Reports

The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of setting up events.

Agenda:

• Overview of Event Management
• Initial Setup
• Setting up Calendars
• Default Event Settings
• Add & Edit Events

The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn how to manage event communications, registrations, and revenue reporting.

Agenda:

• Overview of Event Management
• Send event invites
• Manage Registrations
• Managing Registrations
• Event Reporting

With the GrowthZone Expo Module, you can manage all aspects of exhibitors for your events.

Agenda:

• Exhibitors Initial Setup
• Setup Exhibitor Registration Page
• Manage Exhibitor Registrations