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Opportunity (Application) Introduction

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Building your application is another complex piece for how you lead missions trips.  Because of the powerful tools available on ServiceReef for handling applications we are going to break this introduction into two part - General Application Settings & Application Builder.

 

Some things to consider before we get started:

  • Do you require people to apply for your opportunities or just auto-enroll?
  • Do you take roll for who attends your opportunities?
  • Do you have fees associated with applying for an opportunity?
  • Do you have application questions relevant just to your organization, just to an opportunity, or both? 

 

Approval

ServiceReef defaults to assume you will require for applicants to apply for an event and then enter an approval process.  We use the term apply for signing up for any event, regardless if the event has unique questions or a simple click to sign up.  If you select the approval process option for this first question then the button on the opportunity page will read “Apply” while if you select the option for auto-enroll the button on the opportunity page will read “Sign Up”.  

 

Our experience shows that more local serving events will select the auto-enroll feature while most every global missions trip will select the approval process.  

 

Roll

Will you take roll and record attendance for this opportunity?  Yes or No.  Why do we ask this question?  Simple… many schools require a certain amount of service hours and it’s important that we track who has attended each opportunity.  You may be hosting an opportunity and may not necessarily care of roll is taken but it certainly could matter to those who are serving with your organization.  This really is a matter of who your participants are and if this is needed.  Obviously, if you are a school then you’ll probably always use this function.  

 

The event admin has the ability to note (during or after the event) who attended so there is a tracking of this attendance on ServiceReef.  Each organization is responsible to share with other organization who has served with them… if they take roll.

 

Application Fee

Do you require an application fee to apply for your opportunities?  Application fees serve as a simple means to determine how serious someone is to apply for one of your opportunities. Here are some helpful things to know about the application fee:

  • The application fee is in addition to the trip cost that you set on the Financial page of your opportunity.  
  • The application fee will be processed at the time of application for opportunities that have auto-enroll or it will be processed at the time of acceptance for opportunities that require approval.  
  • If an application fee is required the applicant will be required to fill out financial information in their application process (regardless of when the transaction will be processed).  

 

Application Settings

Before you start building specific opportunity application question there are a few more specifics required.  Here’s what you’ll need to know:

  • Does the user need to fill out an application?  If you select Yes then you’ll be able to add/edit specific opportunity questions.  If you select No then you don’t need to worry about creating questions .
  • Do you want to use the Master Application LINK HERE?  Remember you have two applications you can manage - the Master Application and the Opportunity Application.  Here you are selecting if you require applicants to complete the Master Application in addition to any Opportunity questions.  The user experience will guide through one series of questions regardless if you require both question sets or only one - it’s seamless for the applicant.
  • Do you allow applicants to apply elsewhere?  This is for instances where you might have a paper application or some other means of managing applications.  Not many organizations use this.

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