> For the complete documentation index, see [llms.txt](https://adly-news.gitbook.io/adly.news-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://adly-news.gitbook.io/adly.news-docs/02-newsletter-owners/04-managing-bookings.md). # Managing Bookings When businesses book your ad slots, you need to manage those bookings through to completion. This guide explains how to view, manage, and complete bookings for your newsletter. ## Understanding Bookings A booking represents a confirmed ad placement. Each booking includes: * The business's information * Their creative assets (image, copy, CTA) * The scheduled publication date * Payment status and amount * Booking status ## Viewing Your Bookings ### Navigate to Bookings 1. Click **Bookings** in the sidebar 2. You'll see a list of all bookings for your newsletters ### Booking Information Each booking card shows: | Information | Description | | ------------------ | ------------------------------- | | **Title** | The campaign/ad title | | **Business Name** | Who booked the ad | | **Newsletter** | Which newsletter the ad is for | | **Scheduled Date** | When the ad should be published | | **Price** | The booking amount | | **Status** | Current booking status | ### View Booking Details Click **View Details** on any booking to see: * Complete business information * Full creative assets (image, copy, CTA) * Any special instructions * Communication history * Status timeline ## Booking Statuses | Status | Description | Your Action | | ------------------- | ----------------------------------------- | -------------------------- | | **Pending Payment** | Booking created, payment not yet received | Wait for payment | | **Confirmed** | Payment received, ad is scheduled | Prepare and publish the ad | | **Completed** | Ad has been published | No further action | | **Cancelled** | Booking was cancelled | No further action | ## The Booking Workflow ### 1. Booking Created When a business books your ad slot: * Direct booking: Immediately proceeds to payment * From accepted bid: Business has 48 hours to complete ### 2. Payment Confirmed Once payment is received: * Status changes to **Confirmed** * You receive a notification * The booking amount is added to your pending balance * Creative assets are available in booking details ### 3. Prepare the Ad Before the scheduled date: 1. Review the creative assets in booking details 2. Ensure the image meets your requirements 3. Review the copy for any issues 4. Check the CTA link works correctly If there are issues: * Use **Messages** to contact the business * Request updated creative assets * Communicate any concerns early ### 4. Publish the Ad On the scheduled date: 1. Include the ad in your newsletter as specified 2. Use the provided image, copy, and CTA 3. Ensure proper formatting and placement ### 5. Automatic Completion After publishing, the booking is automatically marked as complete: * The system tracks the scheduled date * When the date passes, the booking status changes to **Completed** * The booking amount automatically moves to your **available balance** * You can now withdraw these funds * The business receives a notification > **Note:** No manual action is required on your part to complete a booking. Just publish the ad on the scheduled date and the system handles the rest. ### CPL Booking Completion CPL (Cost Per Lead) bookings follow a slightly different completion timeline: 1. **Publish the ad** with the provided lead capture link 2. **Leads are collected** through a branded form page for 4 days after your post is published 3. **Payout calculated** — After the 4-day window, your earnings are calculated as `leads × cost per lead`, capped at the max payout 4. **Funds available** — Your earnings (minus the 13% platform fee) move to your available balance > **Note:** CPL bookings take longer to complete than standard bookings because the system waits 4 days after publication to finalize the lead count and calculate your payout. ## Managing Creative Assets ### Viewing Creative Assets In booking details, you'll see: | Asset | Description | | ------------ | ------------------------------------- | | **Image** | The ad image provided by the business | | **Title** | Headline or title for the ad | | **Copy** | Body text for the ad | | **CTA Text** | Call-to-action button text | | **CTA URL** | Link for the call-to-action | ### Creative Asset Issues If creative assets have problems: 1. **Image wrong size:** Ask the business to provide a properly sized image 2. **Copy too long:** Request shortened copy 3. **Broken CTA link:** Ask for a working URL 4. **Inappropriate content:** Contact the business to discuss Use the messaging system to communicate issues promptly. ## Communicating with Advertisers ### Sending Messages 1. Go to the booking details 2. Click the messaging option 3. Or navigate to **Messages** in the sidebar 4. Find the conversation with this advertiser 5. Send your message ### What to Communicate * Confirmation that you received their booking * Questions about creative assets * Updates about publication * Notification when the ad goes live * Any issues or concerns ### Best Practices * Respond promptly to messages * Be professional and helpful * Set clear expectations * Confirm publication timing ## Handling Cancellations ### Business-Initiated Cancellations If a business requests cancellation: * Contact them via messaging to understand why * Work with platform support if needed * Refunds are handled through the platform ### When You Need to Cancel If you can't fulfill a booking: * Contact the business immediately * Explain the situation * Work with platform support to process the cancellation * Refunds will be issued to the business ## Calendar Integration View all your upcoming bookings in the **Calendar**: 1. Click **Calendar** in the sidebar 2. See bookings displayed on their scheduled dates 3. Click any booking for quick access to details This helps you plan your newsletter content around booked ads. ## Tracking Earnings Each confirmed booking adds to your pending balance: 1. **Booking Confirmed** → Amount added to pending balance 2. **Booking Completed** → Amount moves to available balance 3. **Withdraw** → Transfer available balance to your bank See [Payments & Payouts](/adly.news-docs/02-newsletter-owners/09-payments-and-payouts.md) for details. ## Best Practices ### Before Publication * Review creative assets early * Test CTA links * Confirm placement specifications * Communicate any issues promptly ### On Publication Day * Include the ad as scheduled * Follow the placement requirements * Use assets exactly as provided * Don't modify creative without approval ### After Publication * Bookings are automatically marked complete * Be responsive to any questions from the advertiser * Maintain the relationship for repeat business ### For Repeat Advertisers * Provide excellent service * Be proactive in communication * Consider offering preferred pricing * Build long-term relationships ## Multiple Newsletters If you have multiple newsletters: * Bookings are organized by newsletter * Each booking clearly shows which newsletter it's for * Calendar displays bookings across all newsletters ## Common Questions ### What if I can't publish on the scheduled date? Contact the business immediately via messaging. Work out an alternative date or discuss next steps. ### What if the creative assets are inappropriate? You have the right to request appropriate content. Contact the business to discuss and request new assets. ### When is a booking marked complete? Bookings are automatically marked complete after the scheduled publication date. You don't need to take any manual action — just publish the ad on the scheduled date. ### What if the business is unresponsive? Try messaging multiple times. If you can't reach them about issues with their booking, contact platform support. ### What if I can't publish on the scheduled date? Contact the business immediately via messaging. Work out an alternative date or discuss next steps. Bookings are automatically completed based on the scheduled date, so any changes need to be coordinated. ## Next Steps * Use the [Calendar](/adly.news-docs/02-newsletter-owners/08-calendar.md) to view upcoming bookings * Learn about [Payments & Payouts](/adly.news-docs/02-newsletter-owners/09-payments-and-payouts.md) to receive earnings * Communicate with advertisers using [Messages](/adly.news-docs/02-newsletter-owners/07-messages.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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