The Bookings tool on Exly is a one-stop tool that helps you keep a track of all the confirmed purchases for your offerings. Each time an end-user (customer) pays for any of your offerings, a new booking is added to the My Bookings tab. It’s easy to filter these bookings as per your requirement on the basis of type, mode, status, and staff.

How to use the Bookings tool on Exly?

Follow this step-by-step guide to use the Bookings tool on Exly:

Step 1: On the Creator Tool page, scroll down to the Contacts menu, and click on My Bookings.

Step 2: Click on the My Bookings option from the drop-down menu.

Step 3: On the right side of the page, you will see all the bookings listed by Customer Name, Customer Email, Phone, Offering, Offering Type, Mode, Price Paid and many more options.

Step 4: You can You can manually add a customer to this offering.  Click on Add Customer at the top right of the screen.  

In the Add a new Booking form that opens, fill in the details such as variation of the offering (if present), Price for the customer, Customer Name, Email,  Phone Number, Address and Timezone. 

If you want to send the customer an invoice of the booking, you can tick the option at the end of the form.

Step 5: You can filter out the bookings on the basis of various criteria including customer name, customer email, phone, offering, price paid, UTM info, promotion type, promotion from offering etc.

  • To view the details of each customer click on View Details on the left side.

  • To message a customer directly on Whatsapp, click on the Whatsapp icon on the right side of their phone number. Remember, to be able to do you you have to connect your Whatsapp first.

Step 5: Download the data in an CVS format by simply clicking on the Export button.