> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Take Payments for Beauty Appointments and Packages

> Use Newie for beauty appointments, treatment packages, deposits, Tap to Pay, agreements, and aftercare links.

## 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

<Steps>
  <Step title="Customer books or arrives">
    The booking can happen through your existing booking tool, DM, phone, website, or walk-in process.
  </Step>

  <Step title="Confirm the service">
    Confirm the treatment, package, deposit, membership, or add-on.
  </Step>

  <Step title="Customer pays through Newie">
    Use Tap to Pay, a QR code, a direct service link, a custom link, or Purchase as Customer.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Follow up">
    The Welcome Email can include aftercare instructions, booking links, forms, product recommendations, or next steps.
  </Step>
</Steps>

## Where Newie Fits

| Business situation                       | Newie role                                                                                                   |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| Customer pays for today's treatment      | One-Off Purchase, Tap to Pay, QR code, or Purchase as Customer                                               |
| Customer buys a prepaid package          | One-Off Purchase for the package payment                                                                     |
| Customer joins a recurring membership    | Subscription with clear terms                                                                                |
| Customer buys a larger package over time | Instalment Plan, or a Subscription with Number of Payments when you sell it as a fixed-length recurring plan |
| Customer needs aftercare or next steps   | Welcome Email                                                                                                |

## Useful Service Examples

| Offer                                  | Newie Setup      | Notes                                                                  |
| -------------------------------------- | ---------------- | ---------------------------------------------------------------------- |
| Single appointment or treatment        | One-Off Purchase | Useful for direct links, QR codes, Tap to Pay, or Purchase as Customer |
| Treatment package paid upfront         | One-Off Purchase | 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          | Instalment Plan  | Useful for fixed-total packages with scheduled payments                |
| Deposit or booking fee                 | One-Off Purchase | Can be paid before the appointment or during booking                   |
| Add-on after appointment               | One-Off Purchase | 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 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*