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Documentation Index

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Business types

See common online, in-person, digital, and mixed service businesses.

Payment setups

Match subscriptions, fixed terms, one-off payments, and installment plans.

Sales flows

Compare enquiry-led, self-serve, and in-person ways to sell.

Common Business Types

Online Coaching, Consulting, and Education

  • Personal trainers and fitness coaches: Online coaching, digital workout plans, check-in coaching, recurring programs
  • Coaches and consultants: Strategy sessions, ongoing retainers, subscription programs, installment packages
  • Tutors and educators: Lesson subscriptions, assessments, term packages, digital learning resources
  • Marketing and social media providers: Monthly retainers, project fees, content packages, digital deliverables

In-Person Services, Appointments, and Experiences

  • Personal trainers and sport coaches: Training subscriptions, casual sessions, term programs, Tap to Pay payments in person
  • Beauty, hair and personal services: Appointments, prepaid packages, membership-style services, one-off payments in salon
  • Care-style and supervised services: Ongoing subscriptions, blocks of care, one-off in-person payments, where the provider’s business is eligible to use Newie
  • Home and mobile services: Recurring services, call-outs, one-off payments on-site, follow-up packages
  • Photographers: Photo shoots, deposits, session fees, packages, installment plans, final payments
  • Retreats and getaways: Retreat bookings, getaway packages, deposits, payment plans, add-ons, balance payments

Digital Products, Memberships and Access

  • Digital products: eBooks, templates, guides, programs, workbooks, and downloadable resources
  • Memberships and communities: Subscription billing for access to groups, communities, portals, or private content
  • Email lists and newsletters: Paid subscriptions connected to email or member-management tools

Mixed Service Businesses

Many businesses use more than one flow. For example, a coaching business might sell a subscription, send a downloadable resource automatically, include a booking link for calls, and use Tap to Pay for in-person extras.

Common Payment Setups

Most Newie workflows start with how the customer pays: recurring, fixed-term, one-off, or installments. Choose the setup based on how the customer pays and how the service is delivered.
SetupBest ForExample
SubscriptionOngoing services delivered weekly, fortnightly, monthly, or on another recurring scheduleMonthly coaching, weekly training, ongoing consulting, memberships
Fixed-Term SubscriptionA service that runs for a set number of payments or a set period8-week program, school term package, 3-month coaching block
One-Off PaymentA single service, appointment, session, upfront block, or once-off feeOne consult, one massage, one photo session, one retreat deposit, one 3-month or 6-month block paid upfront, one digital guide, one workshop
Installment PlanA larger fixed-total purchase that the customer pays off over scheduled paymentsHigh-ticket package, annual program, retreat or getaway package, photography package, setup fee split over payments
Subscription-based businesses are some of the biggest on Newie. Customers often prefer subscriptions because they reduce upfront cost, and providers benefit from recurring service delivery and longer customer relationships.

Common Sales Flows

Most Newie sales follow one of three patterns: the customer talks to the provider first, buys by themselves, or pays in person. For the mechanics of links, QR codes, Tap to Pay, and checkout, see Selling Overview.
FlowBest ForExample
Enquiry to SaleCustomers who talk to the provider before buyingA customer enquires, has a sales call, then receives a Newie link to pay
Self-ServeOffers customers can understand and buy without a live conversationA customer finds a Newie link or Store, chooses a service, then checks out
In-PersonServices delivered face-to-face where payment happens around the appointmentYou deliver the service, then take payment with Tap to Pay, QR code, or link

Enquiry to Sale

They talk to you first, then pay. This fits businesses where the customer gets in touch before buying and you handle the sale through a conversation, sales call, meeting, consultation, DM, email, phone call, or in-person interaction. A lot of online businesses operate this way, especially when the customer needs a conversation before choosing the right service, package, subscription, or plan. The main pattern is simple: the customer asks for help, you work out the right service or offer, then send the customer a Newie way to pay. For a step-by-step version of this flow, see Turn an Enquiry into a Sale.

Self-Serve

They buy by themselves from a Newie link or Store. This fits businesses where the offer is clear enough for the customer to choose and pay without a live sales conversation, such as a workout program, retreat, mini shoot, digital product, or membership. A Newie Store can work well here because you can add multiple services to a single page, so customers can browse and choose the right option themselves. For the mechanics of links, QR codes, Store links, Tap to Pay, and checkout, see Selling Overview.

In-Person

They receive the service first, then pay. This fits in-person services where payment happens at the end, such as a casual training session, massage, beauty treatment, walk-in consult, mobile service, photography session, or retreat add-on. You may also do a quick consult after the customer arrives, then confirm the service before delivering it. For a practical setup checklist, see Set Up Newie for In-Person Services.

How Newie Fits Into Booking Workflows

If bookings are a big part of the business, Newie fits into the booking flow as the payment layer. Newie handles checkout, payment, receipts, billing, and customer records, while bookings stay in your normal calendar, booking process, or booking software. For the detailed booking patterns, see Use Newie with Bookings.

How Services Are Delivered

You or Your Team Deliver It

You or a staff member personally deliver the service. This could be a coaching call, in-person session, appointment, tutoring session, treatment, class, consult, home visit, or another service delivered online, in person, or both. The customer receives a resource or asset after purchase, such as an eBook, template, PDF, Excel file, guide, program, workbook, file bundle, or another digital download. Newie can attach files to services and include the download link in the purchase confirmation email automatically after purchase.

Another System Handles the Next Step

Newie can send a Welcome Email after purchase, so you can include the first message, booking link, or next-step instructions without third-party software. Use integrations when customer details need to move into another system after purchase. For example, you might send a Newie Welcome Email with booking instructions while a Zap adds the customer to training software, a course platform, CRM, Slack, Mailchimp, Gmail, or another tool. The customer may then receive the relevant invite or onboarding message from that system. Newie’s Zapier integration is the best way to get customer details into other software and trigger those outside steps. See Integrations for supported tools and trigger events.

Most Businesses Combine These

Most service businesses combine more than one delivery style. A 12-week coaching program might include weekly live calls, a workbook, onboarding emails, and a booking link for the first session. A retreat or getaway might include a deposit, scheduled balance payments, welcome emails, and booking instructions. A photography package might include a booking fee, shoot date, installment plan, and final balance. A single Newie service can package the full customer experience. Last updated: 2026-06-01