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Budgeting Tool Overview

It’s important to keep track of your finances, especially your expenses. We also understand that every organization managing their finances and budgets very unique to their systems and processes. Our hope is that this tool will enable you to efficiently manage finances, expenses, and reconciliation with minimal work. The budgeting tool is built to allow three primary functions - create...

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Groups Search Page

Welcome to the small groups search page. Our goal here was simple… to help people quickly find their way to the group that meets their interests OR to help them start a group of their own. Geography is important and it’s good to see what’s near or what’s not close to us. Our first impression we desire to give people is to view where the current groups are and be a...

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Small Groups – PUBLIC PAGE Introduction

Let’s take a quick look at our public page to acquaint ourselves with what the group user experience is going to be. Here’s what you will see: Group Header Group Name Edit button for group leaders (quick access to management portal) Group Description Group Leader Email link for group leader Group image (personalizing the group) General Information...

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New Application Fee Flow

From this point forward, ServiceReef will no longer authorize the full application fee on the credit card when the trip participant first applies. Instead, only $1 will be authorized at the time of application. If the participant is accepted on the trip, the admin will still get the pop-up allowing the admin to charge the full application fee or skip the application fee (e.g. for trip leaders, ...

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Organization Email Sender

We are excited to announce the release of an organization wide email sender. To date there has only been the option for an email sender (feature) at the opportunity level. Now you can email your entire audience of those who have participated in an opportunity, given to participants, or participated in a small group. Here are the features: Audience - Select the audience for your ema...

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Building a Short Term Trip Budget

There is a lot to consider when building your event budget. This post is designed to help you think through many of those items so something doesn’t take you by surprise. Things to consider Have you researched to know all the costs? Do you know if each member will have to raise their full amount of will you subsidize some of the costs? Are you going to have an application ...

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Building a Work Back Schedule

Besides having a budget (which is covered later), one of the most foundational tools you’re going to use is a work-back calendar. Work-back calendars are simple and we’re providing you an example one to the right and a blank worksheet to the bottom. Use this template to help you build your event calendar. You can either build this calendar based on event dates or desired days to ...

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Tips for Holiday Marketing

Thanksgiving and Christmas are around the corner and for many organizations this is the season for making huge asks and requests for involvement. Everyone is busy during this time of the year - don’t forget that. Yes, this is when many people will dive into end of year giving but there’s still a need to honor and respect our constituents. Here are just a few ideas for ways to eng...

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Introduction to Family (sub) Accounts

What happens when you have a family who wants to participate together on a short term trip? ServiceReef has now developed the ability for families to register together. This will enable a parent to create accounts for them and their children and allow the parent to register the family (each person by person) for serving events. Each parent will be able to create accounts for their childr...

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Admins Posting Stories

Ever need to post a story for an event (as an admin)? Many of our organizations will collect stories during debriefs or through other means but they still want these stories posted to the event page. ServiceReef has added the ability to allow the event admin to load these stories even if they are not an event participant. How can an event admin load a story? The event admin must sig...

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