Mobile Apps

Mobile Apps Overview Video

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The ChamberMaster/MemberZone Mobile App Suite features convenient mobile applications developed for your staff and your members. All of the apps were designed with one common goal in mind – to help your organization engage anywhere, anytime from any device.

This 20 minute video will get you started using our mobile apps: MemberZone and ChamberMaster Staff apps for you and MemberPlus for your members.

ChamberMaster/MemberZone Staff App

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The mobile companion for ChamberMaster and GrowthZone users that provides real-time membership information no matter where you are. The Staff App helps make your member visits more substantive and meaningful – you can see at a glance if they’re signed up for your upcoming event or when you last sent leads their way. The Staff App is for your staff to use while on the road. It does not replace the full product – rather it is a companion product giving your team access to information when remote. Apps are downloaded to your smartphone and can access certain aspects of your ChamberMaster/MemberZone database.

Available for iOS and Google Play Store devices. ChamberMaster and GrowthZone users can download the app for staff, log in using their current credentials, and begin using it immediately.

Staff App Requirements

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• Android requirements: Android v 2.2 or later.
• iOS requirements: iPad, iPhone App. Compatible with iPhone 3GS, iPhone 4, iPhone 4S, iPhone 5, iPod touch (3rd generation), iPod touch (4th generation), iPod touch (5th generation) and iPad. Requires iOS 6.0 or later.

Staff App Features

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Staff App Features - Free Edition

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• Search for members, prospects and individuals
• View member profile, web stats and event activity
• Check-in attendees at events
• Check account balance and recurring fees amounts
• Lookup communication notes

Encourage everyone in the office to download the app –it’s free and integrated with your member management software!

Staff App Features - Premium Edition

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Upgrade to the premium edition of the Staff App. The rate is just $20 per month for your entire staff to use on unlimited devices! Additional time-saving features are available with the premium edition. Note: The Premium edition of the app is included with Plus, Premier or Pro software editions when purchased or upgraded after the first quarter of 2014.

• Mark event registrants as paid
• Create event billing transactions
• Add new notes to communication history
• Add new members to the database, either by ”quick-add” form or full online application
• Auto-selection of random prize winner from event registration list
• Send eReferrals
• Approve or decline Task List items
• Linked phone numbers that will open the phone dialer (if device has phone capabilities)
• Linked email addresses that will open two email options – email through the software or email directly from app
• Linked Member Anniversaries on the Dashboard will open to more member details

How to Upgrade to the Premium Edition of the Staff App

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Upgrade to the premium edition of the Staff App. The rate is just $20 per month for your entire staff to use on unlimited devices! Additional time-saving features are available with the premium edition. Note: The Premium edition of the app is included with Plus, Premier or Pro software editions when purchased or upgraded after the first quarter of 2014.

1. From the back-office, click Account in the left-hand navigation panel.

   

2. Select the Mobile Application tab.
3. Click the check-box adjacent to Upgrade my mobile plan to include the premium features. I agree to have an additional $20 added to our monthly bill. If invoiced annually, the chamber will be billed a pro-rated amount. Upon annual renewal, the chamber will be invoiced for the full annual fee. NOTE: If the Premium Edition is already enabled, Premium Mobile Features: Enabled will be displayed on the Mobile Application tab.
4. Click Upgrade. Immediately you will have premium features added to all Android and iOS apps downloaded by your entire staff. One upgrade includes unlimited devices on all platforms for your entire staff.

NOTE: At times, after an upgrade to the Premium Edition, the app does not switch. In this case, within the App, click Settings in the left-hand navigation panel and select Clear Cached Data. Log-out of the app and log back in. If this does not work contact support@growthzone.com.

Logging into the Staff App

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1. Click the App icon on your phone.

   

2. Enter Username and Password. These are the same credentials used to access the database.
3. Click Sign In

NOTE: The Remember Me slider is enabled by default, so once you have logged, you will remain logged in until you manually log-out. If you do not wish to remain logged in, move the slider to the right.

Click forgot your username/password to be sent an email with instructions on resetting your username and/or password.

Staff App Dashboard

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The Staff App Dashboard provides an at a glance view of your database.

• Memberships: The Memberships section will display the number of Active & Courtesy members. Clicking into the number will open the directory and display those members.
• Membership Activity: This section will display new member and dropped member statistics. Clicking into the number will open the directory and display those members.
• Events: In the events section you will see the number of events for the current week/month (click on the number to view the actual events) and year to date revenue statistics.
• Tasks: In the tasks area, you will see the number of tasks that may require attention. This area will display a list of any tasks (member applications to approve, hot deals to approve, marketspace items to approve, events submitted by your members to approve, and reminders). NOTE: Premium Version of the Staff App is required to approve tasks. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.
• Anniversaries: This section will display the number of your members who have join anniversaries in the current month. NOTE: Premium Version of the Staff App is required to view anniversaries. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

Navigating the Staff App

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Using the Staff App Dashboard (described above), you can navigate to various functions within the Staff App. Additionally, a navigation panel is displayed by clicking the in the header.

Update Your Staff Profile using the Staff App

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You, as a staff member, logged into the Staff App may update your profile, including adding a photo. Profile modifications will be reflected in the database, under Setup > Chamber/Association Employees/Reps. In addition, those of you who have enabled Member Information Center version 4 will have the option to view/edit personal profile information by clicking the MIC button in the upper right-hand toolbar when logged into the back office software. When adding a profile photo via the Staff App, the photo will be displayed in the MIC and in the Staff App.

Add Your Staff Profile Photo using the Staff App

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When adding a profile photo via the Staff App, the photo will be displayed in the MIC and in the Staff App.

1. Clicking the in the header.
2. Click your name in the left-hand navigation panel.

   

   If you do not have a profile image, the Would you like to add a profile image? screen will be displayed.

   

3. Click Yes to add your profile image.

   

4. Click Use Camera to take a picture.

   OR, click Choose Existing to choose a photo from the photos on your device.

Change Your Staff Profile Photo using the Staff App

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1. Click the in the header.

   

2. Click your name in the left-hand navigation panel.

   

3. Click Change Picture.

   

4. Click Use Camera to take a picture.

   OR, click Choose Existing to choose a photo from the photos on your device.

Update Your Staff Profile Information using the Staff App

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Using the Staff App, you can update your personal profile information (name, phone number, email,etc.). This information will then be updated in the database, and viewable in Setup > Association Employees/Reps and in the MIC.

1. Click the in the header.

   

2. Click your name in the left-hand navigation panel.

   

3. Click Profile Information.

   

4. Make desired changes, and click Save.

Change Your Password using the Staff App

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1. Click the in the header.

   

2. Click your name in the left-hand navigation panel.

   

3. Click Change Password.

   

4. Enter your Current password.
5. Enter your New password.
6. Re-enter your new password to Confirm.
7. Click Save.

Community Feed in the Staff App

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The Community Feed in the Staff App is a great way to stay in touch with your members while you are on the go, a great way to keep them engaged. The Community Feed is the feed that is available in the Info Hub. You will be able to see hot deals, jobs, comments made by your members and be able to add comments as well. The posts you add using the Staff App will automatically be displayed in the Info Hub as well.

1. In the left-hand navigation, click Community Feed.

   

   The Community feed will display the most recent comments first. You and your members have the ability to add posts to the feed, like items, and comment on items.

2. Click on a post to view further details, comments, and to add comments.

   

3. Click the icon to like a post. Click the to add a comment to a post.

   

4. Enter comments, and click Post.

Add a Comment to a Post in the Community Feed

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1. In the left-hand navigation, click Community Feed.

   

   The Community feed will display the most recent comments first. You and your members have the ability to add posts to the feed, like items, and comment on items.

2. Click on a post to view further details.

   

3. Click the to add a comment to a post.

   

4. Enter comments, and click Post.

Like a Post in the Community Feed

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1. In the left-hand navigation, click Community Feed.

   

   The Community feed will display the most recent comments first. You and your members have the ability to add posts to the feed, like items, and comment on items.

   

2. Click the icon to like the post.

Add a Post to the Community Feed

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1. In the left-hand navigation, click Community Feed.

   

2. Click Post.

   

3. Enter desired text for your post.
4. (Optional) Click the icon to take a picture to add to the post, or select an existing picture from your albums.
5. Click Post.

Delete a Post in the Community Feed

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1. In the left-hand navigation, click Community Feed.

   

2. Click the icon for the post you wish to delete. NOTE: You may only delete posts that you have entered.

Your post is now deleted.

Managing Members with the Staff App

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Using the Staff App you an easily manage your contact:

• Search for members, prospects and individuals with a color-coded directory listing
• Sort list by proximity for drop-in visits
• View member profile, web stats and event activity
• Check account balance and recurring fees
• See individual profiles display a picture and show event/group activity
• Tap to call a member*
• View driving directions to a member
• Create, send and track member correspondence via email*
• Sign up members while you’re meeting with them*
• View communication notes
• Enter detailed notes and follow-up reminders*

NOTE: The items marked by an asterisk are available in the Premium Staff App.

Add a Member using the Staff App

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NOTE: Premium Version of the Staff App is required to add members using the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Click the + in the header.

   

3. Enter the desired information:
   • Organization (Required)
   • Contact information
   • Address information
   • Membership information:

   • Type: Click the > to view a list of your membership types to assign this member to.
   • Status: Click the > to assign the member to the appropriate status.

4. Click Submit.

NOTE: Alternately, you may select Go to online application. This option is best used when you wish to assign fee items to the membership purchase, as well as gather custom field information, sell additional items, etc.

View/Search the Member Directory with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   The Directory list is color coded. Active members are displayed in Black, Courtesy members are displayed in Blue , Dropped/Inactive members are displayed in Red , Prospective members are displayed in Green and Non-Members are displayed in Grey .

   

2. Type the name of the member into the search box, or simply scroll through the list to find the member.
3. OR click the icon to apply additional filtering options.

   

   • Click Membership Status Selections if you wish to filter contacts based on status (Active, Prospective, Courtesty, Non-Members, In-Active)

   

   • Click Alphabetical (A-Z) to sort the list of contacts alphabetically. NOTE: Membership Status filters will be applied.
   • Click Distance to sort contact based on how close the member is to your current location. Distance is measured from the device location (not your office). The GPS feature in the device must be enabled for the distance to display. NOTE: Membership Status filters will be applied.
   • Click Category to filter members to a specific category, then select the desired category. NOTE: Membership Status filters will NOT be applied.

   

   • Click New Members This Month to filter to just those members who joined in the current month. NOTE: Membership Status filters will NOT be applied.
   • Click New Members Last Month to filter to just those members who joined in the previous month. NOTE: Membership Status filters will NOT be applied.
   • Click New Members YTD to view just those members who joined in the current year. NOTE: Membership Status filters will NOT be applied.
   • Click Dropped Members This Month to view just those members who dropped in the current month. NOTE: Membership Status filters will NOT be applied.

NOTE: To clear filter, click the icon and click Clear.

View Member General Information with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Type the name of the member into the search box, or simply scroll through the list to find the member.
3. Click the name of the member in the list.

   

The Members page in the staff app consists of the tabs show in the table below

App Icon	Description
	General Information - this tab includes the general information displayed in the database on the general tab. It will include address, phone, email information, comments & categories.
	Information - this tab will display the status, membership type, and renewal month for the member. In addition, it will display any current balance along with total recurring fees.
	Statistics - this tab will display statistics (web leads, events, web benefits) as displayed on the statistics tab in the back office.
	Correspondance - this tab will display any emails, or notes that have been logged for this member, as on the communications tab in the back office. This will also display any phone calls you have made to the member from the app.
	Reps - this tab will display the reps associated to this member. Clicking into the name of a rep will open the reps details page.

Add/Edit Member General Information with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Type the name of the member into the search box, or simply scroll through the list to find the member.
3. Click the name of the member in the list.

   

4. Click Edit at the top of the screen.

   

5. Click into and edit the field you wish to change.
6. Click Save.

Changes made through the Staff App will automatically be reflected in the back office.

Call a Member from the Staff App

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NOTE: Premium Version of the Staff App is required to make calls using the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. In the directory list, click the name of the member that you wish to call.

   

3. On the General Information tab, click the phone number that you wish to call.

   

4. Click Call.

NOTE: Your call will be logged on the member's Communication tab, both in the App and in the back-office!

Send an Email to a Member from the Staff App

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NOTE: Premium Version of the Staff App is required to email a member using the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. Click the name of the member to whom you wish to send an in the list.

   

3. On the General Information tab, click the member's email address.

   

4. Select one of the following options:
   • Email Directly: If this option is selected, the email will not be logged on the members' communication history tab.
   • Email via ChamberMaster: If this option is selected, the email will be logged on the member's communication history tab.
5. Compose and send your email.

Log a New Note to a Members Communication Tab

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NOTE: The Premium version of the Staff App is required to log new notes using the Staff App. Click Here to learn how to upgrade to the Premium version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. Click the name of the member in the list.

   

3. Click the in the header bar.

   

4. Click New Note.

   

5. Enter the following:
   • Contact: If needed click the > to select a different contact. The contacts are displayed alphabetically.
   • Task: If needed click the > to select a different tasks. Tasks are communications categories.
   • Subject: Enter the subject for this note (required).
   • Message: Enter details of the note (required).
   • Follow Up Date: If you wish to include a follow-up for this note, click the > and select a follow up date.
6. Click Save.

The note is now logged on the members communications tab.

Add a Rep to a Member using the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. Click the name of the member in the list.

   

3. Click the in the header bar.

   

4. Click Add Rep.

   

5. Enter the following information:
   • First Name. Required
   • Last Name. Required
   • Email. Optional
   • Title. Optional
   • Is Primary. The slider will default to Green, indicating that this representative is the primary for the member. Slide the right to indicate that this rep is not the primary. NOTE: If the new rep is selected as primary, the member's existing primary rep will be changed.
6. Click Save.

Get Directions to a Member using the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. Click the name of the member in the list.

   

3. Click the in the header bar.

   

4. Click Get Directions.

   

5. Click Map to view the members location on a map OR
6. Click Directions to get directions to the location. NOTE: The App will use whichever mapping application you have installed on your device.

View/Edit Member Photos using the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory with the Staff App for information on filtering your list of members.
2. Click the name of the member in the list.

   

3. Click the in the header bar.

   

4. Click View/Edit Photos.

   

5. Click the icon in the header.

   

6. Select Use Camera to take a new picture. Take the photo and click Use Photo. The photo will be added to the member's profile. You may Retake the photo if needed.
7. OR click Choose Existing to select a photo from the albums on your phone.

Managing Representatives with the Staff App

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Using the Staff App, you will be able to view representatives associated to your members, update their contact information, call or email them, view the events they are registered for, and the groups that they belong to.

View/Search for Representative in the Member Directory with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Click the Reps tab. All Active representatives will be displayed in alphabetical order.

   

3. Type the name of the rep in the search box, or scroll through the list to locate the desired representative.
4. OR click the icon to filter result by Active, Inactive or both.
5. Click the name of the desired representative.

Add Representative Profile Photo with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
2. Click the Reps tab. All Active representatives will be displayed in alphabetical order.

   

3. Click the name of the rep for whom you wish to add a profile photo.

   

4. Click the icon.

   

5. Choose Use Camera to take a photo, or click Choose Existing to choose a photo from the photos on your phone or ipad.

Call a Rep from the Staff App

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NOTE: Premium Version of the Staff App is required to make calls using the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
2. Click the Reps tab.
3. Click the name of the rep that you wish to call.

   

4. On the General Information tab, click the phone number that you wish to call.

   

5. Click Call.

NOTE: Your call will be logged on the member's Communication tab, both in the App and in the back-office!

Send an Email to a Rep from the Staff App

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NOTE: The Premium version of the Staff App is required to send emails using the Staff App. Click Here to learn how to upgrade to the Premium version, and start taking advantage of additional features.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
2. Click the Reps tab, and click the desired rep.
3. On the General Information tab, click the member's email address.

   

4. Select one of the following options:
   • Email Directly: If this option is selected, the email will not be logged on the members' communication history tab.
   • Email via ChamberMaster: If this option is selected, the email will be logged on the member's communication history tab.

   

5. Compose and send your email.

View Rep Event Registrations in the Staff App

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Using the Staff App, you can view the 30 most current event registrations for a rep. The events listed as the 30 most current registrations are any event registrations that are in the database for the current day forward and then any registrations with dates prior to today’s date until the list displays up to 30 events. This only displays those with a “Registered” status and is not looking at the “actual attendance” field. NOTE: this event list is specifically those that are associated with this particular rep. If an event registration is made using the member record (and the rep name is manually typed in on that registration) then that registration will not appear under the rep. The registration must have been made using the rep record or later associated with that rep.

1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
2. Click the Reps tab, and click the desired rep.
3. Click the events tab.

   

View Rep Group Participation in the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
2. Click the Reps tab, and click the desired rep.
3. Click the groups tab.

   

NOTE: The list of groups is read only, you are not able to add or remove the rep from a list using the Staff App.

View/Search for Groups in the Member Directory with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Click the Groups tab.

   

3. In the list of groups, click the > next to the name of the group you wish to view.

   

   A list of all of the reps associated to the group will be displayed. Click the > next to a rep to view details about that member. The list may be filtered to Show All, Active or In-Active reps by clicking Filter in the header bar.

Add Reps to a Group with the Staff App

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1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.

   

2. Click the Groups tab.

   

3. In the list of groups, click the > next to the name of the group to which you wish to add a rep(s).

   

4. Click Add in the header bar. A list of representatives will be displayed.
5. Click the name of the representative you wish to add to the group. The rep will be added to the group. To add additional reps, repeat steps 4 - 5 above.

NOTE: Reps may be added to groups using the Staff App, but they may not be removed..

Managing Events with the Staff App

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View/Search Events with the Staff App

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1. Click Events in the left-hand navigation.

   

A list of all future events will be displayed, you can filter the events displayed by clicking the 30px icon. Choose desired filters:

• Time Frame: Select this option to choose Events This Week or Events This Month.
• Category: Select this option to choose specific event categories.
• Featured: Select this option to filter events to just your Featured Events.
• Members Only: Select this option to filter to members only events.

Click the > to view the details of an event.

Events are color coded: The dark bar on the left side of the event indicates this event is marked with Members Only visibility. When the event is entirely shaded, the event has been marked as a Featured event. These visibility choices are selected on the event in the backoffice software on the event's General tab in the Placement Options section.

Register an Attendee with the Staff App

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1. Click Events in the left-hand navigation.

   

2. Click the desired event.

   

3. Click the in the header bar.
   • If Registrations fees are associated to the event, you will be sent to the event registration page.

   

   Complete the registration form and submit.

   • OR: If fees are not associated to the event, you will be able to simply choose an existing rep from your database or enter a new attendee.

   

   Select an existing rep by clicking Select > in the Add Attendees row:

   • Select the desired rep from the list.
   • Click Add in the header bar. The rep is now added to the attendee list.

   OR click New Registrant to enter registrant information and click Add.

Check-in Event Attendees with the Staff App

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Using the Staff App you can easily check-in your attendees manually or by scanning the QR Code included in the event confirmation. See Registration & Billing Preferences for instruction on including a QR Code in the event confirmation email.

What is the benefit in checking in attendees? Check-in on the app will mark your guests as “actual attendees” in your back office software. The selection “view/edit attendance list” on the Guest List tab is where you will see the attendees being marked off when listed as “Attending” on the app. If using the Premium app, check-in will also give the ability to modify the payment type and record payments received which in turn create the appropriate transaction in your backoffice software. (Integrated Billing). Those with the CQI implementation will have transactions created as well, matching how it functions in the backoffice. In addition, the Random Prize selector (requires the Premium app) will give those registrants marked as “checked-in” priority over those simply “registered.”

Check-in Event Attendees Manually with the Staff App

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NOTE: Check-in is available all day on the day of the event. You may, however, accept payment any time prior to the day of the event using the app.

1. Click Events in the left-hand navigation.

   

2. Click the desired event.

   

3. In the Attendees section, click the check-box for the registrant(s) you wish to check-in.

The attendee is now checked in, and the update is recorded in the database.

Check-in Event Attendees By Scanning QR Code with the Staff App

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If you have included a QR Code in the event registration confirmation, you can easily check-in your attendees by scanning the code. See Registration & Billing Preferences for instruction on including a QR Code in the event confirmation email. NOTE: Check-in is available all day on the day of the event.

1. Click Events in the left-hand navigation.

   

2. Click the desired event.
3. In the Attendees section click Check-in via QR Code.

   

4. Align the red-line displayed on your phone with the QR Code. The code will automatically be read, and if the attendee exists, the check-in will be successful.

   

Mark Event Attendees as Paid with the Staff App

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NOTE: The Premium version of the Staff App is required to mark attendees as paid with the Staff App. Click Here to learn how to upgrade to the Premium version, and start taking advantage of additional features.

1. Click Events in the left-hand navigation.

   

2. Click the desired event.

   

   Attendees with unpaid registrations will display the icon.

3. Click the icon for the attendee you wish to mark as paid.

   

4. Pay with Card: Select this option if you wish to swipe a credit card, or manually enter a card.
5. Payment Type: This option is editable only if an invoice has not already been created. Click the > to view payment options. For Example: If you are processing credit cards outside of ChamberMaster, you can select the Credit Card and mark this invoice as paid.

   

6. (Optional) Click on Reference # if you wish to enter a check number, or indicate that the payment was made by cash or third party credit card processing.
7. Click the > next to Unpaid

   

8. Click Paid.
9. Click Save.

The following will occur dependent on how payment was received:

• Credit Card: A Sales Receipt or invoice/payment is created based on the settings you have established for the event. If you are receiving credit card payment using the Pay with Card option, the Payment Type and Billing Status will automatically be set, and the reference number filled in.
• Cash: A Sales Receipt is created.
• Invoice: If an invoice has already been created, a payment is created and applied. If an invoice has not been created, an invoice and payment will be created.

Draw a Random Winner with the Staff App

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From your list of attendees, you can easily draw a random winner using the Staff App.

NOTE: Premium Version of the Staff App is required to draw random winners using the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. Click Events in the left-hand navigation.

   

2. Click the desired event.
3. Click the icon in the header bar.

   

A random winner will be selected from those that you have checked in.

Monitoring and Managing Tasks with the Staff App

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With the Staff App, you have the ability to view and approve Hot Deals, view and approve MarketSpace Items, view and approve membership applications, view and approve events submitted by your members, and view your reminders. NOTE: Job Postings and News Releases are not available for viewing/approving in the staff app at this time.

View/Approve Hot Deals with the Staff App

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Hot Deals that your members have submitted via the MIC may be viewed and approved (or declined) using the Staff App.

NOTE: Premium Version of the Staff App is required to approve Hot Deals with the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. In the Tasks section of the Dashboard, Hot Deals will be displayed with a number if there are deals requiring approval.
2. Click Hot Deals.

   

3. Click the hot deal you wish to view and approve.

   

4. Click to approve the Hot Deal, or click to reject the hot deal.

View/Approve MarketSpace Items with the Staff App

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MarketSpace Items that your members have submitted via the MIC may be viewed and approved (or declined) using the Staff App.

NOTE: The Premium Version of the Staff App is required to approve MarketSpace items with the Staff App. Click Here to learn how to upgrade to the Premium Version, and start taking advantage of additional features.

1. In the Tasks section of the Dashboard, MarketSpace Items will be displayed with a number if there are MarketSpace Items requiring approval.

   

2. Click MarketSpace Items.

   

3. Click the MarketSpace Item you wish to view/approve.

   

4. Click to approve the MarketSpace Item, or click to reject the MarketSpace Item.

View/Approve Membership Applications with the Staff App

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Membership Applications submitted on-line may be viewed and approved/declined using the Staff App.

1. In the Tasks section of the Dashboard, Member Signups will be displayed with a number if there are membership applications requiring approval.

   

2. Click Member Signups.

   

3. Click the applicant name.

   

4. Click to approve the application, or click to decline the application.

NOTE: Invoices/Receipts will not be created when approving a membership application using the Staff App. You will need to perform this task from the back-office.

View/Approve Events with the Staff App

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Events submitted by your members may be approved using the Staff App.

NOTE: The Premium version of the Staff App is required to approve events using the Staff App. Click Here to learn how to upgrade to the Premium version, and start taking advantage of additional features.

1. In the Tasks section of the Dashboard, New Events will be displayed with a number if there are events requiring approval.

   

2. Click New Events. A listing of events needing approval will be displayed.

   

3. Click on the name of the event you wish to view/approve.

   

4. Click to approve the event, or click to decline the event.

View Reminders with the Staff App

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Reminders will be displayed on the Dashboard, allowing you to keep on top of tasks that you need to perform. NOTE: You can view reminders, however, to complete the reminders you will need to do that from the back office.

1. In the Tasks section of the Dashboard, Reminders will be displayed with a number if you currently have reminders.

   

2. Click Reminders to view the list of reminders.

   

3. Click on the name of the desired reminder to view details.

   

Send eReferrals using the Staff App

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eReferrals allow you to provide your members' information to consumers when they ask for it. At the same time you can choose to send that consumer's information to your members giving them a lead. Every eReferral entered via the Staff App is recorded allowing you to show your members the value that you are giving them. Each referral means you are pointing customers to their business.

NOTE: The Premium version of the Staff App is required to send eReferrals using the Staff App. Click Here to learn how to upgrade to the Premium version, and start taking advantage of additional features.

1. Click Referrals in the left-hand navigation panel.

   

2. Click the icon in the To line to select which members you wish to send the referral to. You may select by Member, Rep or Category.

   

3. Select desired recipients, and click Done. NOTE: After making your recipient selection(s), you can click View Recipients to view the list of recipients, and deselect any recipients you do not wish to included.

   

4. Enter the Name of the potential customer.
5. Enter the the Email of the potential customer.
6. Enter the Phone number of the potential customer.
7. Select the Contact Preference. This will default to email. Click the > icon to change contact preference.
8. Message: The default message you have configured in your database is displayed. Clicked into the message to add further details about the referral.
9. Click Send.

The referral will be sent to the desired recipients, and will be logged on the member's communication tab.

Working with Point of Sale in the Staff App

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NOTE: GrowthZone Pay is required for use of the Point of Sale module. To learn more about GrowthZone Pay contact sales@growthzone.com.

The the Staff App Point of Sale module provides a full feature check-out solution. If you wish to sell additional items at your events (raffle tickets, mulligans for golf tournaments, etc.) or you want to easily sell items in the office, this can be accomplished with the Staff App. No longer do you need to tie these items to an event registration or use the back office software to accept credit card payment on-site. Your staff will appreciate the automatic transactions created on the members' account - with no extra effort - it's immediate upon purchase.

Used with the mobile card reader, this new Point of Sale module will provide quick checkout and a smooth, efficient customer experience.

Using Mobile Readers with the Staff App

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We recommend the follow readers, available for purchase at POSGuys.com.

Mobile Reader	Description
	The IDTech Shuttle mobile card reader provides your iPhone and Android mobile device an excellent method for collecting payments. Compatibility with a wide variety of devices makes the Shuttle easy to setup and great for use with the Staff App. Connects via audio jack. Available for purchase at POSGuys.com.
	The ID TECH iMag Pro II is a magnetic stripe reader for all Apple Lightning connector devices: iPhones and iPads. IDMR-AL30133A - available for purchase at POSGuys.com. For iPhones without an Audio Jack.

Watch this short video to see how it works - https://www.screencast.com/t/z82XP8dH

Point of Sale - Initial Setup

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The only setup required for using the Point of Sale module is configuration of Fee Items of type Point of Sale. Once fee items are created they will automatically be available in the Staff App for sale. See Working with Fee Items for instruction on setting up your Point of Sales Fee Items.

Selling Point of Sale Items with the Staff App

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1. Click Point of Sale in the left-hand navigation of the staff app.
2. Click the name of the item(s) you wish to sell.
3. Enter the Quantity if needed.
4. Click Add.
5. Click additional items OR click Continue to check out.
6. Click the Existing Member tab or the Existing Rep' tab and select the appropriate member or rep. A list of your members or reps will be displayed. Choose the appropriate member/rep, and click Continue.

   OR click Continue to checkout as a guest.

7. Swipe the credit card (if using the Mobile Reader) OR click Manual Entry and enter credit card details. An appropriate invoice & payment or sales receipt will be created on the member or guest account. The transaction created (invoice/payment or sales receipt) is determined by the setting under Setup->Billing Options and Settings in the Credit Card section.

NOTE: You can also access the Point of Sales functions from an event, by clicking the on the main page of the event.

Staff Apps FAQs

• Install and Upgrade
• General Features
• Event Features
• Member Directory

MemberPlus: An App for Your Members

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A free mobile app is available to all members of associations that use ChamberMaster or GrowthZone software. Click Here to view an online feature sheet for MemberPlus.

• Download from the iTunes store here - MembersPlus iOS version
• Download from the Google Play store here - MemberPlus Android version
• View a video presentation about our App Suite

MemberPlus Features

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• Receive notifications from your association

• Link to their Member Information Center

• View member listings

• Update their own profile information

• Register, pay and check in for events

• Interact with other members

• Post & view jobs, hot deals and member-to-member specials

What is the cost for MemberPlus? Is it included in our software edition? Does it cost anything to the members?

There’s no additional cost to your association or your members. The “MemberPlus” app is available in both the iTunes and Google Play stores. It’s designed for your members, much like the ChamberMaster/GrowthZone Staff app was designed for you to use. Essentially we wanted to create an easier way for your members to update their personal and company information, register for events, interact with other members, access the Resource center (where you can upload documents and links for all or groups of members), etc…

What other tips do you have for me as I roll this out?

As you roll it out to members, we suggest adding the direct links to the MemberPlus app download pages in the iTunes app store and Google Play store.

It does require that the member have a rep login to access it so you might want to send out an email with their rep logins merged in – just in case they forgot it. Which is exactly why this is so cool, once they download it, they can click the “remember me” option and it’s so much easier to use than going out to a website and trying to remember logins.

Tip: have your staff and board members download it right away and make some posts in the social feed so as soon as members log in, they already see activity and can “like” or add posts of their own. Perhaps have your staff post a question so that members have something to respond to easily. Sometimes it just takes an easy example to get them started. There’s an icon in the upper right corner of your database called “MIC”. You can click on that to login with staff level access. You’ll be able to add posts and as staff, there’s a delete post option icon next to each post, should you ever need to remove a post that was made in error.