Lesson Three – Creating Your First Opportunity
Now your site is properly set up and looks like your site instead of a generic TeamKinetic system, it’s time to get to work and create your first opportunity. All the different fields to fill in on an opportunity may seem complicated at first but you’ll quickly get the hang of it!
It’s important to get to grips with all these different options so you can go on to create opportunities quickly in the future and save yourself some time. Right now, the basic thing you need to know is the difference between session-based and flexible opportunities.
We covered this in the introductory page of the workbook but it can’t hurt to go over it again!
Session-based Opportunities
Sessions can either be recurring (daily, weekly, monthly, etc) or individual. They’re used for activities that have a specific time/date they need to be completed on.
Flexible opportunities
In contrast, flexible opportunities can be completed at any time. This is great for opportunities that can be done online, such as language translations, or over the phone, such as befriending.
The Task
Create an opportunity.
The Process
Step One
Go to ‘Opportunities and Providers’.
Step Two
Click ‘Create Opportunity’.
Step Three
Fill in all fields with details relevant to your opportunity.
Step Four
Click ‘Add’.
Click below to go to Lesson Four
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