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
Click Bookings in the sidebar
You'll see a list of all bookings for your newsletters
Booking Information
Each booking card shows:
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
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:
Review the creative assets in booking details
Ensure the image meets your requirements
Review the copy for any issues
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:
Include the ad in your newsletter as specified
Use the provided image, copy, and CTA
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.
Managing Creative Assets
Viewing Creative Assets
In booking details, you'll see:
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:
Image wrong size: Ask the business to provide a properly sized image
Copy too long: Request shortened copy
Broken CTA link: Ask for a working URL
Inappropriate content: Contact the business to discuss
Use the messaging system to communicate issues promptly.
Communicating with Advertisers
Sending Messages
Go to the booking details
Click the messaging option
Or navigate to Messages in the sidebar
Find the conversation with this advertiser
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:
Click Calendar in the sidebar
See bookings displayed on their scheduled dates
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:
Booking Confirmed → Amount added to pending balance
Booking Completed → Amount moves to available balance
Withdraw → Transfer available balance to your bank
See Payments & Payouts 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 to view upcoming bookings
Learn about Payments & Payouts to receive earnings
Communicate with advertisers using Messages
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