Plan Your Setup
Start here to decide what to move across, what to create in Newie, and how each offer is 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, One-Off Purchase, or Instalment Plan, then use Number of Payments when a subscription should end after a fixed term.
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 instalment plans.
Sell and Onboard
After the offer exists, these guides cover 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 the business type first, then use the guide that matches the job.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
For workflows that matter 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 organize team members, locations, categories, links, QR codes, and reporting.