# Newie

## Docs

- [Changelog](https://docs.newie.app/changelog.md): Product updates and documentation changes.
- [Customer Guide](https://docs.newie.app/customer-guide.md): How customers buy, manage subscriptions, update payment details, and resolve payment issues.
- [Provider Guides](https://docs.newie.app/guides.md): Individual workflow guides for choosing service types, setting up offers, sales flows, onboarding, bookings, teams, and switching to Newie.
- [Account & Profile](https://docs.newie.app/guides/account-profile.md): Set up a Newie provider account, complete review, manage account settings, and understand team access.
- [Account Settings & Team Access](https://docs.newie.app/guides/account-settings-team.md): Manage account settings, payment and payout settings, account actions, team access, and account support questions.
- [Account Setup & Review](https://docs.newie.app/guides/account-setup-review.md): Create a Newie account, complete review, and understand prerequisites for selling.
- [Accountants & Bookkeepers](https://docs.newie.app/guides/accountants-bookkeepers.md): Guides for accountants and bookkeepers using Newie for monthly packages, onboarding fees, cleanup work, tax work, advisory projects, and client payment records.
- [Sell Treatment Plans as Memberships](https://docs.newie.app/guides/beauty-memberships-treatment-plans.md): Use Newie to sell assessed beauty treatment plans as fixed-term memberships, with upfront payment as a secondary option.
- [Beauty & Wellness](https://docs.newie.app/guides/beauty-wellness.md): Guides for beauty clinics, salons, and wellness providers using Newie for appointments, packages, memberships, and treatment plans.
- [Take Payments for Beauty Appointments and Packages](https://docs.newie.app/guides/beauty-wellness-guide.md): Use Newie for beauty appointments, treatment packages, deposits, Tap to Pay, agreements, and aftercare links.
- [Buy Now, Pay Later Payments](https://docs.newie.app/guides/bnpl-payments.md): How BNPL works in Newie and where Afterpay, Affirm, and Klarna fit.
- [Business Coaches](https://docs.newie.app/guides/business-coaches.md): Guides for business coaches using Newie for coaching programs, retainers, strategy calls, agreements, checkout, and onboarding.
- [Choose the Right Service Type](https://docs.newie.app/guides/choose-service-type.md): Choose the Newie service type that matches how the customer pays.
- [Communication](https://docs.newie.app/guides/communication.md): Understand customer emails, provider notifications, Overdue Assistant messages, Newie Chat, and Newie support.
- [Connect Newie to Your Coaching App](https://docs.newie.app/guides/connect-newie-to-coaching-app.md): Use Zapier to send Newie customers into Trainerize, Everfit, HubFit, Kahunas, or another coaching app after checkout.
- [Consultants & Educators](https://docs.newie.app/guides/consultants-educators.md): Guides for consultants, educators, tutors, and professional service providers using Newie for retainers, lessons, programs, deposits, and onboarding.
- [Sell Retainers, Lessons, and Programs](https://docs.newie.app/guides/consultants-educators-guide.md): Use Newie for consultant retainers, educator programs, tutor lessons, deposits, and onboarding links.
- [Creative Agencies & Photographers](https://docs.newie.app/guides/creative-agencies.md): Guides for creative, marketing, design, content, and photography providers using Newie for project deposits, milestone payments, retainers, agreements, and client onboarding.
- [Custom Pricing Links](https://docs.newie.app/guides/custom-pricing-links.md): Create customer-specific links with a custom price or start date without changing the original service.
- [Customer Emails & Notifications](https://docs.newie.app/guides/customer-emails-notifications.md): Understand emails sent to customers, notifications you receive, and Overdue Assistant notifications.
- [Customer Purchase Flow](https://docs.newie.app/guides/customer-purchase-flow.md): What happens after a customer buys through a link, QR code, Store, Tap to Pay, or Purchase as Customer.
- [Customer Self-Service & Support](https://docs.newie.app/guides/customer-self-service-support.md): Use customer manage links, customer records, and support guidance for subscriber and customer questions.
- [Customer & Subscriber Exports](https://docs.newie.app/guides/customer-subscriber-exports.md): Export customer lists, subscriber lists, one-off purchase lists, statements, receipts, and signed terms.
- [Digital Products & Communities](https://docs.newie.app/guides/digital-products-communities.md): Guides for providers using Newie for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
- [Sell Digital Products and Memberships](https://docs.newie.app/guides/digital-products-memberships-guide.md): Use Newie for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
- [Turn an Enquiry into a Sale](https://docs.newie.app/guides/enquiry-to-sale.md): Move a customer from conversation to a clear Newie checkout option.
- [Fees](https://docs.newie.app/guides/fees.md): Understand Newie fees, what is included, and how Newie keeps provider pricing clear.
- [Installment Plan Management](https://docs.newie.app/guides/installment-plan-management.md): Manage installment plan customers, payment dates, links, statements, cancellations, invoices, and pricing structure questions.
- [Instant Payouts](https://docs.newie.app/guides/instant-payouts.md): Eligibility, fees, supported banks, and troubleshooting for Instant Payouts.
- [Invoices & Failed Payments](https://docs.newie.app/guides/invoices-failed-payments.md): Understand Newie invoices, duplicate-looking charges, overdue invoices, Auto Retry, and overdue follow-up.
- [Managing Services](https://docs.newie.app/guides/managing-services.md): Pin, group, edit, and maintain existing Newie services.
- [Turn Your Offers into Newie Services](https://docs.newie.app/guides/model-services-in-newie.md): Understand how to turn the offers customers buy into reusable Newie services.
- [Newie Chat & Support](https://docs.newie.app/guides/newie-chat-support.md): Use Newie Chat and know when to contact Newie support.
- [Newie Store](https://docs.newie.app/guides/newie-store.md): Set up and share the Newie Store so customers can browse services and groups.
- [One-Off Purchase Management](https://docs.newie.app/guides/one-off-purchase-management.md): Review and manage one-off purchase records and delayed-clearing one-off payments.
- [Fitness & Training](https://docs.newie.app/guides/online-coaching-fitness.md): Guides for fitness coaches, personal trainers, coaching teams, small gyms, and studios using Newie for leads, memberships, programs, checkout, and onboarding.
- [Payment Methods & Availability](https://docs.newie.app/guides/payment-methods-availability.md): Understand card, Apple Pay, bank account, Tap to Pay, and international payment availability.
- [Payments & Billing](https://docs.newie.app/guides/payments-billing.md): How customer payment methods, invoices, failed payments, refunds, and disputes work in Newie.
- [Payout Reports & Troubleshooting](https://docs.newie.app/guides/payout-reports-troubleshooting.md): Download payout reports and troubleshoot missing, delayed, failed, or unexpected payouts.
- [Payout Setup & Timing](https://docs.newie.app/guides/payout-setup-and-timing.md): Set up payout account details and understand payout balances, clearing time, payout schedules, and regional timing notes.
- [Payouts](https://docs.newie.app/guides/payouts.md): How Newie payouts work, when funds clear, and where to manage payout timing and payout reports.
- [Sell Photography Deposits and Packages](https://docs.newie.app/guides/photography-creative-packages-guide.md): Use Newie for photography deposits, shoot fees, creative packages, installment plans, final balances, and client agreements.
- [Choose Recurring or Paid in Full](https://docs.newie.app/guides/recurring-vs-paid-in-full.md): Decide when to sell a service on recurring billing, paid in full, BNPL, or an installment plan.
- [Refunds & Disputes](https://docs.newie.app/guides/refunds-disputes-fees.md): Handle refunds, disputes, chargebacks, refund timing, and dispute evidence.
- [Report Selection & Formats](https://docs.newie.app/guides/report-selection-formats.md): Choose the right Newie report and understand CSV and PDF export formats.
- [Reports & Reporting](https://docs.newie.app/guides/reports-reporting.md): How to choose and export Newie reports for sales, payouts, customers, subscribers, accounting, and tax questions.
- [Sales & Analytics](https://docs.newie.app/guides/sales-analytics.md): Understand the Sales Dashboard, sales metrics, sales goals, sales list, and export options.
- [Sales Dashboard & Metrics](https://docs.newie.app/guides/sales-dashboard-metrics.md): Understand the Sales Dashboard, key metrics, sales goals, and sales list states.
- [Sales Data Exports](https://docs.newie.app/guides/sales-data-exports.md): Export sales data and answer common sales analytics questions.
- [Sales & Payout Reports](https://docs.newie.app/guides/sales-payout-reports.md): Use Sales Export, Payout Reports, and Individual Payout Download for activity and bank-deposit reconciliation.
- [Sell Business Coaching Programs](https://docs.newie.app/guides/sell-business-coaching-programs.md): Use Newie to sell business coaching programs, strategy packages, intensives, and fixed-term coaching offers.
- [Sell Business Coaching Retainers](https://docs.newie.app/guides/sell-business-coaching-retainers.md): Use Newie for monthly business coaching retainers, advisory support, group coaching access, and minimum-term coaching packages.
- [Sell Cleanup, Tax, and Advisory Work](https://docs.newie.app/guides/sell-cleanup-tax-advisory-work.md): Use Newie for bookkeeping cleanup jobs, tax work, setup projects, advisory projects, fixed-scope accounting work, and project payment plans.
- [Sell Creative Project Deposits and Milestones](https://docs.newie.app/guides/sell-creative-project-deposits-milestones.md): Use Newie for creative agency deposits, milestone payments, project fees, final balances, agreements, and onboarding links.
- [Sell Fitness Programs and Memberships](https://docs.newie.app/guides/sell-fitness-programs-memberships.md): Use Newie for fitness challenges, transformation programs, coaching memberships, app-based coaching, and paid-upfront programs.
- [Sell Monthly Accounting and Bookkeeping Packages](https://docs.newie.app/guides/sell-monthly-accounting-bookkeeping-packages.md): Use Newie for recurring accounting, bookkeeping, payroll, CFO, advisory, and tax-support packages.
- [Sell Monthly Creative Retainers](https://docs.newie.app/guides/sell-monthly-creative-retainers.md): Use Newie for monthly creative, design, content, social, marketing, and agency support retainers.
- [Set Up Packages, Blocks, and Programs](https://docs.newie.app/guides/sell-packages-blocks-programs.md): Choose the right Newie setup for packages, blocks, programs, deposits, and larger offers.
- [Selling Overview](https://docs.newie.app/guides/selling-sharing.md): How to sell services through links, custom pricing links, QR codes, Store, Tap to Pay, and custom purchases.
- [Service Features](https://docs.newie.app/guides/service-features.md): Detailed reference for Newie service features, including pricing, billing, terms, welcome emails, downloads, customer controls, BNPL, and availability.
- [Service Links, QR Codes & Groups](https://docs.newie.app/guides/service-links-qr-codes.md): Share direct service links, service QR codes, group links, and group QR codes.
- [Service Types & Setup](https://docs.newie.app/guides/service-types-setup.md): Choose the right Newie service type and create subscriptions, one-off services, and installment plans.
- [Services](https://docs.newie.app/guides/services.md): How Newie services work and where to find service setup, features, management, and pricing guidance.
- [Set Up Newie for a Team](https://docs.newie.app/guides/setup-newie-for-a-team.md): Use groups to organise services, reporting, and sales by staff member, location, program, or team.
- [Set Up Newie for In-Person Services](https://docs.newie.app/guides/setup-newie-in-person-services.md): Set up Newie for appointments, treatments, consults, sessions, classes, and in-person payment flows.
- [Convert Coaching Leads into Paid Clients](https://docs.newie.app/guides/setup-newie-online-coaching.md): Use Newie to turn online coaching and fitness leads into paid customers with checkout, agreements, and onboarding links.
- [Managing Subscribers & Customers](https://docs.newie.app/guides/subscribers-customers.md): Where to manage subscribers, one-off purchasers, installment plan customers, and customer self-service actions.
- [Subscription Lifecycle Actions](https://docs.newie.app/guides/subscription-lifecycle-actions.md): Pause, resume, schedule cancellation, remove scheduled cancellation, revert expiring subscriptions, and cancel subscriptions.
- [Subscription Management](https://docs.newie.app/guides/subscription-management.md): Where to manage subscriber lifecycle actions, pricing changes, customer records, terms, statements, and support actions.
- [Subscription Pricing & Service Changes](https://docs.newie.app/guides/subscription-pricing-service-changes.md): Edit subscriber pricing, move payment dates, and switch one subscriber to another service.
- [Subscription Records & Support](https://docs.newie.app/guides/subscription-records-support.md): Use Customer Manage Link, statements, agreed terms, and Ask a Question for subscription customer records and support options.
- [Switch to Newie](https://docs.newie.app/guides/switch-to-newie.md): Move existing offers, customers, or billing workflows into Newie.
- [Take Payment for In-Person Fitness](https://docs.newie.app/guides/take-payment-for-in-person-fitness.md): Use Newie to collect payment for personal training, consults, session packs, class packs, challenges, and in-person fitness add-ons.
- [Take Payments for Small Gyms and Studios](https://docs.newie.app/guides/take-payments-for-small-gyms-studios.md): Use Newie for simple small-gym and studio payments without booking software.
- [Tap to Pay & Purchase as Customer](https://docs.newie.app/guides/tap-to-pay-purchase-as-customer.md): Use in-person and provider-assisted checkout options, including Tap to Pay and Purchase as Customer.
- [Tax & Accounting Reporting](https://docs.newie.app/guides/tax-accounting-reporting.md): Use group reporting, team reporting, payout summaries, and accounting notes for reporting questions.
- [Use Newie with Bookings](https://docs.newie.app/guides/use-newie-with-bookings.md): Use Newie as the payment layer around booking tools, calendars, and booking workflows.
- [Use Newie with a Multi-Coach Team](https://docs.newie.app/guides/use-newie-with-multi-coach-team.md): Use groups, links, QR codes, Store sections, and reports when several coaches or trainers sell through one Newie account.
- [Use Welcome Emails to Onboard Customers](https://docs.newie.app/guides/welcome-emails-onboarding.md): Use Welcome Emails for onboarding links, booking instructions, forms, portal links, and next steps.
- [Integrations](https://docs.newie.app/integrations.md): How Newie connects to other tools through Zapier and supported integrations.
- [Newie + Acuity](https://docs.newie.app/integrations/newie-acuity.md): Connect Newie with Acuity through Zapier.
- [Newie + Everfit](https://docs.newie.app/integrations/newie-everfit.md): Connect Newie with Everfit through Zapier.
- [Newie + Facebook Conversions API](https://docs.newie.app/integrations/newie-facebook-conversions-api.md): Send Newie purchase and subscription events to Meta through the Facebook Conversions API.
- [Newie + Gmail](https://docs.newie.app/integrations/newie-gmail.md): Connect Newie with Gmail through Zapier.
- [Newie + GoHighLevel (LeadConnector)](https://docs.newie.app/integrations/newie-go-high-level.md): Connect Newie with GoHighLevel and LeadConnector through Zapier.
- [Newie + Google Calendar](https://docs.newie.app/integrations/newie-google-calendar.md): Connect Newie with Google Calendar through Zapier.
- [Newie + Google Sheets](https://docs.newie.app/integrations/newie-google-sheets.md): Connect Newie with Google Sheets through Zapier.
- [Newie + HubFit](https://docs.newie.app/integrations/newie-hubfit.md): Connect Newie with HubFit through Zapier.
- [Newie + Jotform](https://docs.newie.app/integrations/newie-jotform.md): Connect Newie with Jotform through Zapier.
- [Newie + Kahunas](https://docs.newie.app/integrations/newie-kahunas.md): Connect Newie with Kahunas through Zapier.
- [Newie + Mailchimp](https://docs.newie.app/integrations/newie-mailchimp.md): Connect Newie with Mailchimp through Zapier.
- [Newie + Notion](https://docs.newie.app/integrations/newie-notion.md): Connect Newie with Notion through Zapier.
- [Newie + QuickBooks](https://docs.newie.app/integrations/newie-quickbooks.md): Use Newie payout reports with QuickBooks, with Zapier as an optional lower-volume workflow.
- [Newie + Skool](https://docs.newie.app/integrations/newie-skool.md): Connect Newie with Skool through Zapier.
- [Newie + Slack](https://docs.newie.app/integrations/newie-slack.md): Connect Newie with Slack through Zapier.
- [Newie + Trainerize](https://docs.newie.app/integrations/newie-trainerize.md): Connect Newie with Trainerize through Zapier.
- [Newie + Trello](https://docs.newie.app/integrations/newie-trello.md): Connect Newie with Trello through Zapier.
- [Newie + Typeform](https://docs.newie.app/integrations/newie-typeform.md): Connect Newie with Typeform through Zapier.
- [Newie + Xero](https://docs.newie.app/integrations/newie-xero.md): Use Newie payout reports with Xero, with Zapier as an optional lower-volume workflow.
- [Newie + Zoom](https://docs.newie.app/integrations/newie-zoom.md): Connect Newie with Zoom through Zapier.
- [About Newie](https://docs.newie.app/introduction/about-newie.md): What Newie is, who it is for, and how providers use it to sell services.
- [How Newie Compares](https://docs.newie.app/introduction/how-newie-compares.md): How Newie compares with other tools for selling services.
- [Getting Set Up](https://docs.newie.app/introduction/quick-start.md): Set up your provider account, first service, payouts, and first payment.
- [Who Uses Newie & Common Workflows](https://docs.newie.app/introduction/who-uses-newie-common-workflows.md): Common Newie setup patterns by business type and workflow.
- [Account & Services Feature Reference](https://docs.newie.app/reference/account-services-feature-reference.md): Feature inventory for account setup, services, pricing, add-ons, store, groups, links, and QR codes.
- [Customers, Billing & Payouts Feature Reference](https://docs.newie.app/reference/customers-billing-feature-reference.md): Feature inventory for customer management, billing, invoices, payment methods, BNPL, refunds, and payouts.
- [Feature Reference](https://docs.newie.app/reference/feature-reference-appendix.md): A compact index of Newie feature areas.
- [Glossary](https://docs.newie.app/reference/glossary.md): Definitions for Newie billing, service, customer, platform, and integration terms.
- [Known Limitations](https://docs.newie.app/reference/known-limitations.md): Current product limitations, edge cases, and unsupported workflows.
- [Platform, Regions & Legal](https://docs.newie.app/reference/platform-legal.md): Supported platforms, regions, currencies, privacy, and legal basics.
- [Ratings & Reviews](https://docs.newie.app/reference/ratings-reviews.md): Public App Store rating signals and common written-review themes for Newie.
- [Sales, Communication & Integrations Feature Reference](https://docs.newie.app/reference/sales-communication-integrations-feature-reference.md): Feature inventory for sales analytics, customer purchase flow, Tap to Pay, communication, integrations, automation, platform, support, and specifications.
- [Troubleshooting & Error Reference](https://docs.newie.app/reference/troubleshooting-error-reference.md): Common errors, confusing states, and support investigation steps.