Use this guide when you sell a defined beauty or wellness treatment plan after a consult or enquiry. A common pattern is a customer asking about a concern, such as acne. You assess the customer, recommend a treatment plan, then sell it as a fixed-term membership that spreads the cost over a set period. If the customer would rather pay the full amount now, you can still offer upfront payment as a secondary option. 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. The actual treatment bookings can stay in your clinic’s booking calendar or normal appointment process.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.
What You Are Trying to Do
You are usually trying to make the treatment plan easier to say yes to. Instead of asking the customer to pay the whole amount upfront, you can turn the plan into a clear membership or payment schedule while still delivering treatments on the dates that make sense clinically. The important part is to 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. Newie can collect the payments and store the agreement, but you should still manage clinical suitability, bookings, treatment notes, and any treatment credit balance in your normal system.Common Flow
Customer enquires
The customer contacts you through Instagram, website, phone, referral, booking form, or in-person enquiry.
Identify the issue
Consult with the customer and identify the treatment goal, such as acne, skin concerns, hair removal, body treatment, or another concern.
Recommend the plan
Explain the treatment plan, expected treatment period, appointment rhythm, inclusions, and buying options.
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 offer an upfront payment option separately.
Customer agrees and pays through Newie
If Terms of Service is enabled, the customer agrees before checkout. Newie sends the purchase confirmation and signed agreement where available.
Payment Setup Options
| Customer Choice | Newie Setup | Example |
|---|---|---|
| Pay over a set period | Fixed-Term Subscription | Customer pays $100 per week for 12 weeks, then payments end |
| Pay a fixed total in scheduled parts | Installment Plan | Customer pays a fixed package total across scheduled payments |
| Ongoing membership | Subscription | Customer pays weekly, fortnightly, or monthly until cancelled |
| Beauty bank or monthly credit | Subscription | Newie collects the recurring payment; you track credit usage separately |
| Pay upfront | One-Off Service | Customer pays the treatment plan in one payment |
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 can make the offer easier for customers to say yes to because they reduce the upfront cost and turn the plan into a clear package. You can also bundle value into the plan, such as a small LED ring light, skincare or aftercare products, product samples, extra treatments, check-ins, or small gifts. This can also improve the in-clinic experience. When the customer comes in for treatment, they may not feel like they are paying for that appointment on the day because the plan is already being paid through the membership. That can make it easier to recommend products, add-ons, or homecare items during the visit.What to Include in Newie
- Service name: use the treatment plan name customers recognise
- Pricing: create separate services when the upfront and membership versions need separate links, terms, or reporting
- Terms of Service: include cancellation, minimum term, refund, treatment, appointment, or eligibility expectations where needed
- Welcome Email: include booking links, preparation notes, aftercare information, product guidance, included extras, or next steps
- Groups: organise 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 the customer still needs to book each treatment separately
- What happens if you decide the treatment is no longer suitable
- What products, extras, LED ring lights, check-ins, or add-ons are included
Keep Bookings Separate
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