Setting Up Your Household - New User to ServiceReef

If you're new to ServiceReef, Welcome! We are so excited that you are here. We believe that setting you up for success is the best way to leave the stress behind, allowing you to enjoy the amazing impact you and your organization are having on the world. 

Let's walk through how to set up accounts for you and your household, as well as applying for your first Opportunity in 10 easy to follow steps. Note - The first person's account that you should create should be a "head of household" member (mom/dad/etc.).

If you prefer a video walkthrough, check out our YouTube video: Best Practices for the Mission Trip Process Involving Families and Minors (youtube.com) 

Step 1: Go to your organizations ServiceReef site and locate the Sign In button in the top right. Click Sign In.

Step 2: If you don't already have a ServiceReef account, click Sign Up. Note - if you already have an account and need to add your family members please Click Here.

Step 3: Enter in your information and click Save at the bottom.

Step 4: Click My Dashboard

Step 5: Click Add Family Member

Step 6: Fill in information for the family member you are adding and click Save changes. 

*NOTE* If you are adding a Parent/Adult who you would like to give permission to manage the users in the family (ie. complete tasks for individuals, make payments on their behalf) remember to check the box next to "This user can manage the household")

Step 7: Congratulations, you have created a household! Repeat Steps 5 & 6 for any additional family members that you need to add to your household.

Step 8: Once you have everyone added to your household, applying for Opportunities is quick and effortless. Click Opportunities 

Step 9: Select the Opportunity you want to apply for.

Step 10: Select who is applying/registering and walk through the application for each individual.