Skip to main content

​
Overview

Beauty and wellness services often move from consult to package to follow-up. Newie adds checkout, agreed terms, receipts, and customer records around that workflow without replacing the appointment system.

​
Before the Customer Pays

Use Newie at the point the customer is ready to pay: at the desk, after a consult, after a treatment, or from a DM or phone conversation. Choose the service, take the payment, capture terms if needed, and send aftercare or booking information from the Welcome Email. Keep appointment scheduling in your clinic or salon’s normal booking tool.

​
Common Setup

  1. Create One-Off Purchases for appointments, consults, treatments, deposits, add-ons, or paid-upfront packages
  2. Create Subscriptions for memberships, ongoing programs, or recurring appointment plans
  3. Create Instalment Plans for higher-value packages paid over time
  4. Create service groups for staff members, rooms, locations, treatment categories, or packages
  5. Take in-person payment with Tap to Pay, QR codes, or direct links
  6. Add Terms of Service for cancellation terms, waivers, refund rules, or treatment terms
  7. Add a Welcome Email with aftercare instructions, booking links, intake forms, preparation instructions, or follow-up links

​
Appointment to Payment Flow

1

Customer books or arrives

The booking can happen through your existing booking tool, DM, phone, website, or walk-in process.
2

Confirm the service

Confirm the treatment, package, deposit, membership, or add-on.
3

Customer pays through Newie

Use Tap to Pay, a QR code, a direct service link, a custom link, or Purchase as Customer.
4

Customer receives confirmation

Newie sends the New Purchase email, the agreed terms if the service uses Terms of Service, and any Welcome Email you configured.
5

Follow up

The Welcome Email can include aftercare instructions, booking links, forms, product recommendations, or next steps.

​
Where Newie Fits

​
Useful Service Examples

​
Tips

  • Keep appointment scheduling in the booking tool if that already works for you.
  • Use Newie for payment, invoices, receipts, customer records, and agreed terms.
  • Create groups when you need reporting by practitioner, room, location, or treatment type.
  • Add Welcome Emails for practical customer information after checkout.
Last updated: 2026-06-29