Skip to main content
Set up payments for a treatment package, recurring membership or beauty bank. Newie collects the agreed amount while your clinic records appointments, completed treatments and remaining credit.

​
Set the price and payment schedule

Open Sell → Services → New Service and choose the setup that matches the agreement: The payment count is a billing setting, not a treatment count. A customer can attend on different dates from their payments. Completing or missing a treatment does not collect, skip or move a scheduled payment. If you sell both upfront and instalment versions of a package, create a service for each so customers can choose the payment arrangement they want.

​
Describe what the customer receives

Use the service name and description to identify the treatments or membership benefits included. For a beauty bank, explain how the customer’s recurring payment becomes treatment credit and where they can check their balance. Add Terms of Service for the rules that apply to this plan: whether unused treatments or credit roll over, any expiry, cancellation or refund conditions, and what happens if treatment becomes unsuitable. Keep clinical assessments and treatment records in your clinic system. For a subscription, choose Customers can Pause and Customers can Cancel to match how you handle requests. If you need to approve a change yourself, leave that permission off. Written conditions do not automatically restrict those controls; Service Settings & Features explains how they work.

​
Add an upfront amount if the arrangement needs one

On a subscription or instalment plan, Setup Fee collects a separate amount at checkout, even when regular billing starts later. Use it only when that upfront amount is part of the agreement. If it is a deposit towards an instalment plan’s fixed package price, enter the remaining price as the instalment total. The Setup Fee is added to that total, so entering the full package price again would charge the deposit twice. If the first instalment is also due immediately, the customer can see two separate charges.

​
Give the customer their booking instructions

Add a Welcome Email with the booking link or the next step for arranging treatment. If appointments are already arranged, include only the instructions the customer still needs. The email is sent after checkout; choosing a later billing start does not delay it until the first treatment. Review the payment schedule shown in the service preview, especially if you combined an upfront amount with later payments. Turn on Available for Sale, save and share the service link. The customer reviews the price and any enabled terms at checkout, then receives the New Purchase email and your Welcome Email.

​
Manage the plan between visits

Record completed treatments and remaining sessions or credit in your clinic system. An included appointment should use that record, without requiring another Newie purchase. A recurring beauty-bank payment does not itself update a treatment-credit balance in your clinic system. If the customer needs a billing change, open their existing purchase in Newie. Use Manage Subscriptions for membership pauses, cancellations or payment-date changes, or Manage Instalment Plans for a treatment plan being paid off. Rescheduling an appointment alone does not change billing. Last updated: 2026-09-11