Self-Paced Training
Gears Initial Set Up
Develop a familiarity of basic administrative navigation, staff and user permissions and notifications, and begin to compile basic accounting information.
Finance Financial General Settings
Develop a familiarity of a basic accounting settings and input necessary financial and accounting elements.
Chat bubbles Communication
Develop a familiarity of basic communications navigation, setup, sending emails, and email designer.
Membership Membership Types
Review and set up your membership types, membership application and become more familiar with directories and categories.
List Lists & Committees
Sending communication via email and letters may be simplified by creating lists/committees.
Contacts Managing Contacts & Members
Learn how to manage memberships and contacts by adding or editing a contact, adjusting membership details, and approving membership applications.
Calendar Events
Establish a main calendar, event defaults and categories, create an event, customize the registration page and review managing an event (printing badges, tracking attendance, reports).
Reports Reports
Review different report types, run sample reports, and analyze data quality reports to ensure accurate and meaningful insights.
Billing Billing
Become familiar with the billing process within GrowthZone and successfully issue your first batch of invoices.
Info Hub Info Hub
Review Info Hub settings, configure member access, determine what content should be viewable, and use email templates to introduce the Info Hub and encourage members to create logins.
Additional Modules Additional Modules
Additional modules you can purchase and add on to package.
Magnify Glass with a Plus Additional Module Training Electives
Please review the additional module training electives that are offered.
Cell Phone Staff App
The GrowthZone Staff App is designed to help association/chamber staff accomplish tasks while on the road meeting members or managing an event.
House Realtor Only
Review Info Hub settings, set member access levels, decide what content should be visible, and use email templates to prompt logins and introduce the Info Hub to users.