Introduction
Scroll over the three icons (top right corner) to quickly access your transaction and notification information. Below are brief descriptions:
- Notifications bell – Shows your most recent notifications, including sales activities and updates. To see all of your activity, select “View All Activity” (or you can select “Dashboard” in your navigation bar, as described below);
- Profile image – Shows your account settings (Profile, Invite Friends, Settings and Sign Out);
- Video call status – This small circle shows your online status, and will change color depending on that status. To change your video call status, select the appropriate option (Online, At Event, Away, Offline).
Important! When you log in, Treasurebee’s default video call status is Online. In this setting you are available to receive customer calls. Remember to set yourOnline status to Away or Offline if you are not ready to receive customer calls.
Your Navigation Bar
The purple navigation bar that extends across the top of your screen includes the following tabs: Dashboard, Messages, Offers, Sold, Purchased, Listings and New Listing. See below for an overview of the tabs and how to use them.
Dashboard
Dashboard is a quick snapshot of your most recent sales activity. All of your recent conversations, including messages, offers and sales made will be listed here. On the left side of each message are color codes used to indicate the type of conversation. Click on a message to be taken to it’s corresponding details:
- A green flag – Indicates when an offer was accepted, a payment was made, or other action related to the offer;
- A red flag – Indicates an offer was declined or rescinded;
- A purple flag – Indicates a communication from Treasurebee, such as a reminder to provide shipping details to a buyer, account changes you’ve made, video calls and messages you have missed.
Messages
Messages is your list of contacts. It includes the conversations that have taken place through Treasurebee’s Messaging feature. Here are actions you can take when searching Messages:
- Find a Contact – Sort alphabetically or chronologically (by date);
- View Conversation – Click on the contact name and you’ll be taken to the most recent conversation with that contact;
- View Within a Conversation – Enter a keyword in the Search Conversation box in the top-right corner of the conversation page;
- Know Which Listings Your Contacts Have Visited – An “eye” icon in your message thread indicates that an existing contact has visited your For Sale listing, Live Event listing or Profile page; with a link provided so you can easily visit the page.
Offers
See all of your most recent conversations with buyers where the price is being negotiated (specifically, you or your buyer have entered a price into the Price input box in the Messaging feature). Once an offer has been accepted and paid for, the offer message for that transaction will move to the Sold tab. There are a few different ways to view and filter your offers:
- All Offers – All of your offers made or received, organized chronologically (by date);
- Pending – Only the offers that are pending;
- Accepted – Only the offers that have been accepted. Accepted offers will remain here until your buyer has completed their payment. Once payment has been made, visit the Sold tab for details regarding the transaction;
- Declined – Only the offers that have been declined.
Important! The price must be entered into the Price input box for a conversation to appear in your Offers tab in the Messaging feature. Prices that are only communicated verbally between you and the buyer (during a video call) or entered only into the Text input box will not appear in Offers.
You can also take specific offer related actions through the Offers tab:
- Accept – To accept an offer;
- Counter – To counter an offer that has been made to you by a buyer. You can also select “Decline” to decline an offer and then create a new offer by selecting the “Click Here to Make an Offer” button in the Messaging feature;
- Decline – To decline an offer;
- Rescind – To rescind your latest offer.
Note: Please keep in mind that Offer messages will include “up” and “down” arrows on the left corner of each. An “up” arrow means that you sent an offer to a member. A “down” arrow means that you received an offer from a member.
Sold
Review your sales history and take action to complete sales, organized chronologically (by date). Filter your sales history to quickly find the status of a transaction. Choose Action Required or Shipped. We have provided a description of each below:
- Action Required – To filter your sales by transactions that have not yet been completed;
- Shipped – To filter your sales by transactions that have been completed; and for items that have been shipped to your buyer.
Labels on each message help to quickly notify you of the status or next step to complete a transaction, as follows:
- Shipping Payment Request Has Been Made – Confirmation that you have requested payment;
- Shipping Paid – Confirmation that your buyer has paid for shipping;
- Update Shipping – Request for you to contact your buyer with delivery details;
- Request Shipping Payment – Request for you to contact your buyer with the shipping method and cost, for transactions in which you have selected Shipping To Be Determined.
Purchased
Listings
New Listing
Create a “New Listing” to feature either your Live Event (ex: your flea market booth, estate sale or garage sale) or For Sale items.