Manage and complete timebanking exchanges

Complete an exchange that started from an online offer or request on this platform:

These instructions are based on the timebanking exchanges where you are connected with another member through the platform via either a 'request' or 'offer' activity.

If someone has offered to help with your request, or has requested your help from your offer, you will receive an email.

Then, follow these steps:

• Sign in to your platform.
• Select ‘Notifications' from the main menu.
• Locate the new notification and click/tap to open it.
• 'Step 1' asks you to accept or decline the offer/request from the other member.
• When ready, decide to 'accept' or 'decline' via the buttons (you can message the other member before deciding).
• Once you accept the exchange, you can now proceed to 'step 2'.
• Talk to the other member and arrange the exchange. You can use the on-platform messaging function, or get in touch with them another way if they've provided contact details.
• After you have completed the exchange, the credits need to be exchanged.
• Either of you can complete this. Use 'step 3' to confirm the amount of credits to be exchanged.
• This exchange is now completed.

You can use the 'repeat exchange' button if you want to exchange again.

Record an exchange that has happened away from the platform:

If you have exchanged with another timebank member without creating an offer or request first, you'll want to use the 'record an exchange' form.

• Sign in.
• Use the main menu to navigate to your dashboard (you may have a quick link to 'record an exchange' from the main menu too).
• Use the dashboard navigation to go to 'timebank' and then 'record an exchange'.
• There will be several options to choose from first, depending on the type of exchange you're recording.
  • If you gave time, you'll be recording an exchange in order to receive credits yourself from other member(s).
  • If you received time, you'll be recording an exchange in order to send credits to the member(s) who helped you.
  • If you are a coordinator, you will be able to record an exchange on behalf of other members. This form allows you to record exchanges between just 2 members, or a large group.
• Once you have selected the right type of exchange, the form will prompt you to 'add member(s)'. Search for their name and click or tap to select them.
• Choose the amount of time they gave/received and save. 
• You can now add multiple other members here in the same way if needed.
• Give the exchange a short description (eg. Help with my garden).
• Choose any relevant tags that apply to the exchange (this helps the platform admins record how many timebank exchanges happen for different things).
• Click/tap the 'save button'.
• The credits will now have been exchanged.