Can you manually add someone to an Opportunity?

Modified on Thu, 28 Mar, 2024 at 10:57 AM

ServiceReef allows Admins to Add Participants manually to Opportunities. 


You may find this helpful if a participant has missed the registration deadline, yet still needs to be added to a trip. Or if you are customizing a specific trip and only want to add participants yourself.


Go to the Opportunity and click Team and Participants.

Use the Green Button in the top right to Add Participant. As long as the participant has a ServiceReef account, you will be able to add them.



Type the Participant's name and determine their status (Approved or Awaiting Approval). 

*Note- Doing this will skip the application process.




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