How to manage your bookings on Exly?

Modified on Wed, 24 Jul at 1:25 PM

Implementing an effective booking management system is critical for the success of any digital product or platform that involves scheduling appointments, reserving resources, or allowing users to book services or events.

By managing your bookings, you get deep insights about who your customer base is, what they like and how they are interacting with your services. This business intelligence allows you to optimize operations, and make more informed decisions about pricing, promotions and future product enhancements. Robust booking analytics are key to continuously improving your digital product.

For each offering you create on Exly, you can manage the bookings and get insights for it.

Read this easy-to-follow guide on how to use the Manage Bookings tool on Exly in an efficient manner:

Step 1: On the Creator Tool page, scroll down to the Create/Edit Offering menu on the left side.

From the Live Offerings page, select the offering for which you want to check the booking for.

Click on the three dot menu next to the Share button of the offering and select Manage Bookings option.

Step 2: A new screen will appear containing your offering’s details, booking details and stats.

Here you can check the:

Total customer: Number of people who bought your offering
New customers: Number of customers whose first bought product/service is this offering
Upsells: Number of customers who bought the offering that you were trying to upsell through order bump, thank you pages, or live events.
Loyal Customers: Number of new customers of this offering who have bought other offerings
Lifetime Value: The total amount new customers of this offering have spent on all your offering

These stats can help you get a better understanding of your offering’s performance and comprehend the user’s needs.

Step 3: For offerings with a subscription, we’ve also provided detailed stats about

Renewed Subscriptions: Customers who have renewed/purchased a subscription.
Renewal Due Soon: Customers who have purchased a subscription/recurring offering and have the payment due in 3 days.
Renewal Over Due: Customers who have purchased a subscription/recurring offering and did not renew even after due date.
Renewal Success Rate: % of customers who have renewed a subscription/recurring offering out of the total people who first bought the service.

Step 4: Details of each participant are presented in a tabular manner where you can view the Customer Name, Customer Email, Phone, Booked On, Promotion Type, Promotion From, Offering, Timezone, Responses, etc. The details shown here will vary for each offering type.

To search for a specific type of client or filter them on a criteria, click on Search By . You can filter customers on the basis of Customer Name, Customer Email, Phone, Start Date, End Date, Promotion Type, Promotion From Offering, etc. Each offering type has separate filters dedicated to them.

To download the data in a .CSV file, click on Export Data and the file will be download instantly.

Step 5: You can manually add a customer to this offering. Click on Add Customer at the top right if 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.

Additionally, you can also add 'Advanced details' for the booking. These details would allow you to add:

Payment details: Mode of payment and Transaction ID
GST details: GSTIN and Registered company name (if you are a GST-registered business, here you can add GST details of your customer as well. Exly will utilize these GST details to generate invoices for the customer in compliance with CGST or SGST).
Customer details: Tags and Notes

Once all the information is filled, click on Add Booking and the added client should show in the list.

You can find all the above-mentioned Payment and GST details in the 'All Transactions' table.

Step 6: You can send a communication to the customers either in the form of a WhatsApp broadcast or an email.

First, you’ll have to select the customers you want to send the message it. It can be all the customers or selective customers too.

After selecting the people, click on the Send Message button.

Learn more about sending Emailers or Whatsapp Broadcasts from here.

How to manage your bookings on Exly?

Implementing an effective booking management system is critical for the success of any digital product or platform that involves scheduling appointments, reserving resources, or allowing users to book services or events.

For each offering you create on Exly, you can manage the bookings and get insights for it.

Read this easy-to-follow guide on how to use the Manage Bookings tool on Exly in an efficient manner:

Step 1: On the Creator Tool page, scroll down to the Create/Edit Offering menu on the left side.

From the Live Offerings page, select the offering for which you want to check the booking for.

Click on the three dot menu next to the Share button of the offering and select Manage Bookings option.

Step 2: A new screen will appear containing your offering’s details, booking details and stats.

Here you can check the:

Total customer: Number of people who bought your offering

New customers: Number of customers whose first bought product/service is this offering

Upsells: Number of customers who bought the offering that you were trying to upsell through order bump, thank you pages, or live events.

Loyal Customers: Number of new customers of this offering who have bought other offerings

Lifetime Value: The total amount new customers of this offering have spent on all your offering

These stats can help you get a better understanding of your offering’s performance and comprehend the user’s needs.

Step 3: For offerings with a subscription, we’ve also provided detailed stats about

Renewed Subscriptions: Customers who have renewed/purchased a subscription.

Renewal Due Soon: Customers who have purchased a subscription/recurring offering and have the payment due in 3 days.

Renewal Over Due: Customers who have purchased a subscription/recurring offering and did not renew even after due date.

Renewal Success Rate: % of customers who have renewed a subscription/recurring offering out of the total people who first bought the service.

Step 4: Details of each participant are presented in a tabular manner where you can view the Customer Name, Customer Email, Phone, Booked On, Promotion Type, Promotion From, Offering, Timezone, Responses, etc. The details shown here will vary for each offering type.

To search for a specific type of client or filter them on a criteria, click on Search By . You can filter customers on the basis of Customer Name, Customer Email, Phone, Start Date, End Date, Promotion Type, Promotion From Offering, etc. Each offering type has separate filters dedicated to them.

To download the data in a .CSV file, click on Export Data and the file will be download instantly.

Step 5: You can manually add a customer to this offering. Click on Add Customer at the top right if 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.

Once all the information is filled, click on Add Booking and the added client should show in the list.

You can find all the above-mentioned Payment and GST details in the 'All Transactions' table.

Step 6: You can send a communication to the customers either in the form of a WhatsApp broadcast or an email.

First, you’ll have to select the customers you want to send the message it. It can be all the customers or selective customers too.

After selecting the people, click on the Send Message button.

Learn more about sending Emailers or Whatsapp Broadcasts from here.