Use this page to choose the right workflow guide. For exact feature settings, use Services or Selling & Sharing.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Plan Your Setup
Use these before selling, when you are deciding what to move across, what to create in Newie, and how each offer should be paid for.Switch to Newie
Re-create existing offers, choose matching Newie service types, set up terms and Welcome Emails, and guide customers through the switch.
Choose the Right Service Type
Choose Subscription, Fixed-Term Subscription, One-Off Service, or Installment Plan based on how the customer pays.
Turn Your Offers into Newie Services
Understand how to turn the offers customers buy into reusable Newie services.
Set Up Packages, Blocks, and Programs
Structure packages, blocks, programs, deposits, upfront offers, payment plans, and BNPL options.
Choose Recurring or Paid in Full
Compare recurring billing, paid-in-full offers, BNPL, and installment plans.
Sell and Onboard
Use these once the offer exists and you need to move a customer through checkout, agreement, confirmation, and next steps.Turn an Enquiry into a Sale
Move from a conversation to the right offer, price, agreement, checkout link, and next step.
Use Welcome Emails to Onboard Customers
Send onboarding forms, booking links, app links, portal links, community links, and instructions after checkout.
Industry Guides
Choose your provider type first, then use the guide that matches the job you are trying to do.Fitness & Training
Guides for fitness coaches, personal trainers, coaching teams, small gyms, programs, memberships, class payments, and onboarding.
Beauty & Wellness
Guides for appointments, treatment packages, deposits, beauty memberships, and treatment-plan sales.
Business Coaches
Guides for business coaching programs, strategy calls, retainers, agreements, checkout, and onboarding.
Accountants & Bookkeepers
Guides for monthly packages, onboarding fees, cleanup jobs, tax work, advisory projects, and client payment records.
Creative Agencies & Photographers
Guides for deposits, milestone payments, monthly retainers, photography packages, project terms, and client onboarding.
Consultants & Educators
Guides for retainers, consults, lesson packages, term programs, deposits, and onboarding links.
Digital Products & Communities
Guides for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
Common Workflow Setups
Use these when the workflow matters more than the industry.Use Newie with Bookings
Keep bookings in a calendar or booking tool while Newie handles payment, receipts, billing, and customer records.
Set Up Newie for In-Person Services
Collect payment before, during, or after appointments, sessions, treatments, classes, and visits.
Set Up Newie for a Team
Use groups to organise team members, locations, categories, links, QR codes, and reporting.