Overview
Treatment plans work best when the payment shape matches the recommendation. Newie can sell the plan as a fixed-term membership, upfront payment, or another setup that fits how the customer wants to pay.Why This Works in Newie
This works well in Newie because the payment schedule and the treatment bookings do not need to match. Newie manages the payment plan, receipts, agreement, Welcome Email, and customer record.What You Are Trying to Do
Set the payment around the treatment plan, not the appointment calendar. A full upfront plan can become a fixed-term membership, instalment schedule, or upfront purchase while treatments still happen on the dates that make sense clinically. Be clear about what the customer is buying: a treatment plan, a membership credit, a package of included treatments, or a payment plan for a fixed total. Manage clinical suitability, bookings, treatment notes, and any treatment credit balance in your normal system.Common Flow
1
Customer enquires
The customer contacts you through Instagram, website, phone, referral, booking form, or in-person enquiry.
2
Identify the issue
Consult with the customer and identify the treatment goal, such as acne, skin concerns, hair removal, body treatment, or another concern.
3
Recommend the plan
Explain the treatment plan, expected treatment period, appointment rhythm, inclusions, and buying options.
4
Customer chooses how to pay
The main option is a fixed-term membership that collects payments over the agreed period. If the customer wants to pay the full amount now, you can also offer an upfront payment option.
5
Customer agrees and pays through Newie
If Terms of Service is enabled, the customer agrees before checkout. Newie sends the New Purchase email and agreed terms record.
6
Book treatments
The customer comes in for treatments over the agreed period, and bookings stay outside the payment schedule.
Payment Setup Options
Use the setup that matches how the customer pays. Manage the appointment schedule in the booking system or calendar.
Fixed-term membership
Use recurring payments when the customer is buying the plan over a defined number of weeks or months.
Upfront plan
Use one checkout for the whole treatment plan when the customer wants to pay now.
Why Beauty Businesses Use This
Membership-style treatment plans reduce the upfront payment and make the package easier to explain. They also separate the main plan payment from appointment day, so the in-clinic conversation can stay focused on treatment, aftercare, products, or add-ons.What to Include in Newie
- Service name: use the treatment plan name customers recognise
- Pricing: create one service for the upfront version and one for the membership version when they need their own links, terms, or reporting
- Terms of Service: include cancellation, minimum term, refund, treatment, appointment, or eligibility expectations
- Welcome Email: include booking links, preparation notes, aftercare information, product guidance, included extras, or next steps
- Groups: organize plans by treatment category, practitioner, room, location, or clinic
- Customer record: use Newie to track the customer’s purchase, subscription, invoices, payments, and agreed terms
Terms to Make Clear
- Whether payments are for the treatment plan, a membership, or a banked credit
- Whether unused treatments or credits roll over
- Whether the customer can cancel before the plan is complete
- Whether each treatment still needs its own booking
- What happens if you decide the treatment is no longer suitable
- What products, extras, LED treatments, check-ins, or add-ons are included
Keep Bookings in Your Booking Tool
The customer might pay weekly, fortnightly, or monthly, but attend treatments on a different schedule. That is fine. Use Newie for payment, agreements, receipts, and customer records. Use the booking tool or calendar for the actual appointment times. Do not create one payment for every treatment unless you really charge the customer that way.Example: Acne Treatment Plan
You identify acne as the customer’s main concern and recommend a 12-week treatment plan. The customer can either:- Join a fixed-term membership that charges $100 per week for 12 weeks
- Pay upfront in one payment if they prefer