Quick Payment Pages/Subscription Services: How To Create & Share Them?

Modified on Tue, 13 Aug at 6:52 PM

When you create an offering for quick payment pages on Exly, you can create payment pages within 30 seconds and get paid for any service that you provide. You can even sell your merchandise using this offering.

Here’s how you can create Quick Payment Pages on Exly within 3 minutes:

Step 1: From the Create an Offering page, go to the Quick Payment Pages card and click on the Start Creating button.

Step 2: Fill in the details in the mandatory fields - add a title and price - for the quick payment page, and then click on Next.

If you already have a similar offering, you can choose to duplicate that and make this process simpler.

Step 3:

You will be redirected to a new page wherein you will have to fill out more details about the offering like the title and the meeting link/location.

There’s a default cover photo for every offering you create but if you want to personalize the offering and change the default photo, then you can do that by clicking on the Change Cover Photo option. You can either upload an image from your device or search for a stock image.

As for the Title, you can choose to keep the same title that you added in the previous step or edit it on this page.
In the Meeting Link/Location field, you can choose the option that works the best for you.

If you select the Google Meet option, a meeting link will get generated automatically. Make sure when you are using one of your own devices when you select this because the link will be generated from your Google Meet account.
When you are creating an offering for the first time, you will be asked to Sync Exly with your Google Calendar, if you haven’t already done that using the Integrations tool.
If you select the Zoom option, a meeting link will get generated automatically, and you will be asked to log in to your Zoom account as a one-time activity.
If you select the Online Meeting Link option, you can manually add the meeting link and password.
If you select At My Personal Address option, you will be asked to add your complete address.
If you select the Customer’s Address option, the customer will be asked to provide their address as and when they make the booking.
If you select the Phone option, you will have to provide your phone number.
And lastly, if you select the WhatsApp option, you will have to add the phone number that’s available on WhatsApp.

Step 4: Move to the pricing page and set the price for your offering.

One-Time Purchase lets the customer to pay for an offering in full amount.
Subscription allows you to set up recurring payments for your offering. You choose the frequency (weekly, monthly, etc.) and amount to match your offering's duration.

You can also allow the customers to pay in instalments. Here you can choose the price of each instalment and the total number of instalments you would like to set.

Step 5: Now, on the Pricing page, you will have to fill in more details - the price, who will bear the booking fees, a brief page description, etc.

The price that you added for the offering on the first page will automatically appear in the Price field. However, you can always edit it. Make sure you add the pricing details in INR (Indian Rupee) only.
If you’re on the paid plan, you can simply select the checkbox under the pricing field. When you do that, make sure to add the pricing in USD (United States Dollar).
In case of subscription, you can also enable auto debit for international customers. This will ensure that the amount of the offering is deducted from your customer's account as soon as their subscription cycle ends. Note that this feature is currently in Beta. If you're interested in accessing this feature, please mail us at support@exlyapp.com to get early access.
Each time an offering is bought on Exly, there’s a booking fee that gets added to the price. However, you have the option to choose who will bear that booking fee - you (the creator) or the end-user. You can choose the preferred option from the drop-down menu.

The break up of the sub-total - the booking fee, internet handling fees, GST, and total payable for both domestic and international users will get auto-generated.

Although adding a Page Description is optional, it is always a good idea to give a brief description or highlight a couple of key points that give the end-users a better understanding of the service or product that they are paying for.
Lastly, if you’re on the paid plan and have team members added to your Add/Manage Staff tab, then you also have the option to assign this offering to any of them. The offering will, however, be assigned to you (the creator or owner) by default.

Step 6: Once you have made all the changes, click on Next. You will be redirected to a new page where you can review all the details added.

Step 7: After reviewing the details of the offering, you can either Publish the offering right away or click on Edit to make more changes.

Step 8: Once you publish your offering, a confirmation screen will appear along with the Invite Link.

You can either copy the invite link directly and share it with the clients manually, invite them via emails, or share the offering directly on WhatsApp.

All your published and/or draft offerings will appear on the right side when you click on the

Create/Edit Offerings option. You can share (only live or published offerings), edit, or delete any offering from this page.

Additionally, you also get an option to copy the checkout page link and share it with your customers.

The checkout page automatically picks the description you've added to the offering. By entering only the purchase details such as name, email & number, you can now easily take payments from your customers and grow your business.

Quick Payment Pages/Subscription Services: How To Create & Share Them?

When you create an offering for quick payment pages on Exly, you can create payment pages within 30 seconds and get paid for any service that you provide. You can even sell your merchandise using this offering.

Here’s how you can create Quick Payment Pages on Exly within 3 minutes:

Step 1: From the Create an Offering page, go to the Quick Payment Pages card and click on the Start Creating button.

Step 2: Fill in the details in the mandatory fields - add a title and price - for the quick payment page, and then click on Next.

If you already have a similar offering, you can choose to duplicate that and make this process simpler.

Step 3:

You will be redirected to a new page wherein you will have to fill out more details about the offering like the title and the meeting link/location.

There’s a default cover photo for every offering you create but if you want to personalize the offering and change the default photo, then you can do that by clicking on the Change Cover Photo option. You can either upload an image from your device or search for a stock image.

As for the Title, you can choose to keep the same title that you added in the previous step or edit it on this page.

In the Meeting Link/Location field, you can choose the option that works the best for you.

If you select the Google Meet option, a meeting link will get generated automatically. Make sure when you are using one of your own devices when you select this because the link will be generated from your Google Meet account.

When you are creating an offering for the first time, you will be asked to Sync Exly with your Google Calendar, if you haven’t already done that using the Integrations tool.

If you select the Zoom option, a meeting link will get generated automatically, and you will be asked to log in to your Zoom account as a one-time activity.

If you select the Online Meeting Link option, you can manually add the meeting link and password.

If you select At My Personal Address option, you will be asked to add your complete address.

If you select the Customer’s Address option, the customer will be asked to provide their address as and when they make the booking.

If you select the Phone option, you will have to provide your phone number.

And lastly, if you select the WhatsApp option, you will have to add the phone number that’s available on WhatsApp.

Step 4: Move to the pricing page and set the price for your offering.

One-Time Purchase lets the customer to pay for an offering in full amount.

Subscription allows you to set up recurring payments for your offering. You choose the frequency (weekly, monthly, etc.) and amount to match your offering's duration.

You can also allow the customers to pay in instalments. Here you can choose the price of each instalment and the total number of instalments you would like to set.

Step 5: Now, on the Pricing page, you will have to fill in more details - the price, who will bear the booking fees, a brief page description, etc.

The price that you added for the offering on the first page will automatically appear in the Price field. However, you can always edit it. Make sure you add the pricing details in INR (Indian Rupee) only.

If you’re on the paid plan, you can simply select the checkbox under the pricing field. When you do that, make sure to add the pricing in USD (United States Dollar).

Each time an offering is bought on Exly, there’s a booking fee that gets added to the price. However, you have the option to choose who will bear that booking fee - you (the creator) or the end-user. You can choose the preferred option from the drop-down menu.

The break up of the sub-total - the booking fee, internet handling fees, GST, and total payable for both domestic and international users will get auto-generated.

Although adding a Page Description is optional, it is always a good idea to give a brief description or highlight a couple of key points that give the end-users a better understanding of the service or product that they are paying for.

Lastly, if you’re on the paid plan and have team members added to your Add/Manage Staff tab, then you also have the option to assign this offering to any of them. The offering will, however, be assigned to you (the creator or owner) by default.

Step 6: Once you have made all the changes, click on Next. You will be redirected to a new page where you can review all the details added.

Step 7: After reviewing the details of the offering, you can either Publish the offering right away or click on Edit to make more changes.

Step 8: Once you publish your offering, a confirmation screen will appear along with the Invite Link.

You can either copy the invite link directly and share it with the clients manually, invite them via emails, or share the offering directly on WhatsApp.

All your published and/or draft offerings will appear on the right side when you click on the

Create/Edit Offerings option. You can share (only live or published offerings), edit, or delete any offering from this page.

The checkout page automatically picks the description you've added to the offering. By entering only the purchase details such as name, email & number, you can now easily take payments from your customers and grow your business.