Zimba Go App
With the Zimba Go app, clients can use Mobile Money to pay their loans, add savings, view statements, and apply for new loans.
Setting Up a Client on the App
The client downloads the app from Google Play Store or App Store.
A staff member with the right permissions generates a token for the client. This is found under Services in the client’s details.
The client opens the app, selects Set Up Profile, and enters the case-sensitive token.
The client enters their primary phone number (the one saved in the system).
A verification code is sent to that number. The client types in this code to continue.
The client creates a PIN, confirms it, and is then logged in.
Adding a Client Collection Account
A collection account is the account used for transactions with Mobile Money or the bank.
When a client moves money from Mobile Money to their savings, the Mobile Money number they entered as the collection account is where the money comes from.
When the institution disburses money to a client through Mobile Money or the bank, it is sent to the collection account they have registered.
For Mobile Money, the collection account should be a number with an active Mobile Money line.
How to Add a Collection Account
From the Staff Side
Open the details of the client.
Scroll down to Collection Accounts and tap Add Account.
Enter the Account Name.
Choose the Account Type (Bank or Mobile Money).
Fill in the required details for that account type.
From the Client Side
Open the app and go to Settings.
Select Collection Accounts.
Tap Add Account.
Fill in the form with the account name, type, and necessary details.
Performing Transactions with the Zimba Go App
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