Use this guide when you need to take payment before, during, or after beauty or wellness appointments, treatments, consults, packages, or add-ons. You might combine bookings, in-person payment, memberships, prepaid packages, and aftercare instructions. Newie can sit around the appointment flow as the payment, agreement, receipt, and customer-record layer. For treatment-plan memberships where the customer chooses between paying upfront and paying over a set period, see Sell Treatment Plans as Memberships.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 Need
Beauty and wellness sales often happen at the desk, after a consult, after a treatment, or through a DM before the customer books. You need payment to feel easy, but also need a clear record of what was sold, any agreed terms, and what the customer should do next. Newie works best when payment is separated from the booking calendar. Keep appointments in your clinic or salon’s normal booking tool, and use Newie for the payment, receipt, terms, and follow-up information.Common Setup
- Create One-Off Services for appointments, consults, treatments, deposits, add-ons, or paid-upfront packages
- Create Subscriptions for memberships, ongoing programs, or recurring appointment plans
- Create Installment Plans for higher-value packages paid over time
- Use service groups for staff members, rooms, locations, treatment categories, or packages
- Use Tap to Pay, QR codes, or direct links for in-person checkout
- Use Terms of Service for cancellation terms, waivers, refund rules, or treatment terms where needed
- Use Welcome Emails for aftercare instructions, booking links, intake forms, preparation instructions, or follow-up links
Appointment to Payment Flow
Customer books or arrives
The booking can happen through your existing booking tool, DM, phone, website, or walk-in process.
Customer pays through Newie
Use Tap to Pay, a QR code, a direct service link, a custom link, or Purchase as Customer where available.
Customer receives confirmation
Newie sends the purchase confirmation, signed agreement where Terms of Service is enabled, and any Welcome Email you configured.
Where Newie Fits
| Business situation | Newie role |
|---|---|
| Customer pays for today’s treatment | One-Off Service, Tap to Pay, QR code, or Purchase as Customer |
| Customer buys a prepaid package | One-Off Service for the package payment |
| Customer joins a recurring membership | Subscription with clear terms |
| Customer buys a larger package over time | Installment Plan or Fixed-Term Subscription, depending on how you explain it |
| Customer needs aftercare or next steps | Welcome Email |
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| Single appointment or treatment | One-Off Service | Useful for direct links, QR codes, Tap to Pay, or Purchase as Customer |
| Treatment package paid upfront | One-Off Service | Good for prepaid blocks, bundles, and single checkout |
| Membership or regular appointment plan | Subscription | Useful for recurring payments and ongoing customer records |
| Larger package paid over time | Installment Plan | Useful for fixed-total packages with scheduled payments |
| Deposit or booking fee | One-Off Service | Can be paid before the appointment or during booking |
| Add-on after appointment | One-Off Service | Can be paid with Tap to Pay or a quick link |
Tips
- Keep appointment scheduling in the booking tool if that already works for you.
- Use Newie for payment, invoices, receipts, customer records, and signed terms.
- Use groups when you need reporting by practitioner, room, location, or treatment type.
- Use Welcome Emails for practical customer information rather than replacing the purchase confirmation.