NOTE: There are video walkthroughs via a free course here.
What is an Opportunity?
In ServiceReef language we call any opportunity to serve an opportunity. You may call these trips, events, or any other type of description but we're talking about the same thing... means for serving. An opportunity could be an hour long local serving event, a domestic serving opportunity, a couple week global short term mission trip, or even a six month global internship. No matter the scope or time or context, ServiceReef has the tools to help you configure your opportunity just as you need it to be crafted. Let's unpack just how we might set up an opportunity and overview all the various resources available.
TIP: We recommend you print this page and follow up as you go through the step by step process. Take notes on your print out and keep this as your go-to reference for setting up an event.
Step 1 - Mission Control
Everything starts with Mission Control - your key actions page. You can access this from your top right drop down menu and selecting Mission Control.
Once you have opened Mission Control look for the box titled Opportunities where you will see quick links for viewing current opportunities, posting new opportunities, and viewing past ones.
For this quick start guide we are going to select the Post New Opportunity.
OR:
Step 2 - General Information
You begin building an opportunity on the General Information page where you will need to make your first key decision: what type of opportunity is this?
Repeating - these opportunities are typically used for local opportunities or events that occur on a regular basis (e.g. serving at a soup kitchen, reading to or attending a class, etc.). Like Fixed Date Opportunities, Repeating Opportunities have two sign-up options as well (Full/Simple).
NOTE: in the future, once you have created a trip you will be able to simply clone previous events for lightning fast opportunity setup.
A repeating Opportunity has nearly all the same components that a Fixed Date Opportunity has save one major difference: Manage Schedule. Under Manage Schedule, you have the ability to create one or more repeating schedules where participants can serve. Additionally, you can blackout certain dates if needed (say Christmas falls on one of your typical serving dates - you are able to blackout this date so people know it is not a serving opportunity).
When scheduling, you have the following options:
How often the serving opportunity will occur (Daily, Weekly, or Monthly)
What days of the week the opportunity will exist
Schedule a start time and end time
Set limits on number of participants
Set timeframe
Participants are able to select if they want to serve every time or choose the dates (image below of participant screen):
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