> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Provider Guides

> Individual workflow guides for choosing service types, setting up offers, sales flows, onboarding, bookings, teams, and switching to Newie.

## Plan Your Setup

Start here to decide what to move across, what to create in Newie, and how each offer is paid for.

<Columns cols={2}>
  <Card title="Switch to Newie" icon="move-right" href="/guides/switch-to-newie">
    Re-create existing offers, choose matching Newie service types, set up terms and Welcome Emails, and guide customers through the switch.
  </Card>

  <Card title="Choose the Right Service Type" icon="list-checks" href="/guides/choose-service-type">
    Choose Subscription, One-Off Purchase, or Instalment Plan, then use Number of Payments when a subscription should end after a fixed term.
  </Card>

  <Card title="Turn Your Offers into Newie Services" icon="package-search" href="/guides/model-services-in-newie">
    Understand how to turn the offers customers buy into reusable Newie services.
  </Card>

  <Card title="Set Up Packages, Blocks, and Programs" icon="layers-2" href="/guides/sell-packages-blocks-programs">
    Structure packages, blocks, programs, deposits, upfront offers, payment plans, and BNPL options.
  </Card>

  <Card title="Choose Recurring or Paid in Full" icon="repeat-2" href="/guides/recurring-vs-paid-in-full">
    Compare recurring billing, paid-in-full offers, BNPL, and instalment plans.
  </Card>
</Columns>

## Sell and Onboard

After the offer exists, these guides cover checkout, agreement, confirmation, and next steps.

<Columns cols={2}>
  <Card title="Turn an Enquiry into a Sale" icon="messages-square" href="/guides/enquiry-to-sale">
    Move from a conversation to the right offer, price, agreement, checkout link, and next step.
  </Card>

  <Card title="Use Welcome Emails to Onboard Customers" icon="mail-check" href="/guides/welcome-emails-onboarding">
    Send onboarding forms, booking links, app links, portal links, community links, and instructions after checkout.
  </Card>
</Columns>

## Industry Guides

Choose the business type first, then use the guide that matches the job.

<Columns cols={2}>
  <Card title="Fitness & Training" icon="dumbbell" href="/guides/online-coaching-fitness">
    Guides for fitness coaches, personal trainers, coaching teams, small gyms, programs, memberships, class payments, and onboarding.
  </Card>

  <Card title="Beauty & Wellness" icon="sparkles" href="/guides/beauty-wellness">
    Guides for appointments, treatment packages, deposits, beauty memberships, and treatment-plan sales.
  </Card>

  <Card title="Business Coaches" icon="briefcase-business" href="/guides/business-coaches">
    Guides for business coaching programs, strategy calls, retainers, agreements, checkout, and onboarding.
  </Card>

  <Card title="Accountants & Bookkeepers" icon="calculator" href="/guides/accountants-bookkeepers">
    Guides for monthly packages, onboarding fees, cleanup jobs, tax work, advisory projects, and client payment records.
  </Card>

  <Card title="Creative Agencies & Photographers" icon="palette" href="/guides/creative-agencies">
    Guides for deposits, milestone payments, monthly retainers, photography packages, project terms, and client onboarding.
  </Card>

  <Card title="Consultants & Educators" icon="graduation-cap" href="/guides/consultants-educators">
    Guides for retainers, consults, lesson packages, term programs, deposits, and onboarding links.
  </Card>

  <Card title="Digital Products & Communities" icon="file-down" href="/guides/digital-products-communities">
    Guides for digital downloads, paid communities, subscriptions, self-serve checkout, Welcome Emails, and integrations.
  </Card>
</Columns>

## Common Workflow Setups

For workflows that matter more than the industry:

<Columns cols={2}>
  <Card title="Use Newie with Bookings" icon="calendar-days" href="/guides/use-newie-with-bookings">
    Keep bookings in a calendar or booking tool while Newie handles payment, receipts, billing, and customer records.
  </Card>

  <Card title="Set Up Newie for In-Person Services" icon="map-pin" href="/guides/setup-newie-in-person-services">
    Collect payment before, during, or after appointments, sessions, treatments, classes, and visits.
  </Card>

  <Card title="Set Up Newie for a Team" icon="users" href="/guides/setup-newie-for-a-team">
    Use groups to organize team members, locations, categories, links, QR codes, and reporting.
  </Card>
</Columns>

*Last updated: 2026-06-26*