Set Up Consulting and Education Payments

Use Newie to collect the price you have agreed for a consultation, lesson, project or continuing engagement. The setup depends on whether the customer pays for each booking, a fixed body of work or ongoing support.

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Charge for a consultation or lesson

Open Sell → Services → New Service and choose One-Off Purchase. Enter the price of one consultation or lesson, and use the description to state its length and what is included. If the customer is buying a block of lessons or a whole term upfront, enter the price for that whole block instead. State how many lessons or which term the purchase covers. Record bookings and lessons used in your calendar or teaching system; they are not counted by Newie payments. If the customer still needs to choose a time after paying, put the booking link in the Welcome Email. If you already arranged the appointment, include only the meeting or preparation details they still need. Use Newie with Bookings covers both booking and payment sequences.

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Split a term, project or program price

For an agreed total paid on a schedule, create an Instalment Plan. Enter the total to split, the Number of Payments and the Billing Period. Use Billing Starts to choose when the schedule begins; a fixed date can suit an engagement with an agreed start date. These payments follow the billing schedule. They do not wait for a lesson to take place or a project milestone to be approved. If payment is due only when a stage is ready, use separate One-Off Purchases for those stages and share each one when its payment is due. For a recurring price that stops after an agreed number of payments, choose Subscription and set Number of Payments instead. That field counts main-price payments, with any Intro Pricing period before them. It does not set the number of lessons or the length of the course itself.

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Collect an ongoing retainer

Create a Subscription, enter the price per payment and choose the Billing Period. Set Number of Payments to Unlimited while billing should continue. Describe what each period covers: the included consulting work, tutoring sessions or access to support. If the arrangement includes hours or sessions, explain whether unused time carries forward. Keep work completed and time used in your delivery records. Choose the subscription’s Customers can Pause and Customers can Cancel permissions. Leave a permission off if you need to handle those requests yourself. A minimum commitment written in the terms does not automatically prevent the customer from using an enabled cancellation control.

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Add the agreement and the customer’s next step

In the service editor, add Terms of Service for the engagement’s scope and the conditions the customer needs to accept. For lessons, that may include rescheduling or missed sessions. For consulting work, it may include deliverables, revisions or responsibilities for supplying information. Use Welcome Email for the next action after checkout, such as booking the first lesson, uploading documents or signing in to a learning portal. If access needs to be created in another system, arrange that there; a portal link alone does not enroll the customer. Use Digital Download → Add for a workbook, guide or other file included in the purchase. Newie includes its download link and any accepted terms record in the New Purchase email. See Digital Products & Communities if the main purchase is a download, course or membership. Turn on Available for Sale and save. Send the service link, or use Purchase as Customer to complete checkout together with the customer’s permission.

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Adjust an agreed arrangement

For a new purchase of the same service at a different price or recurring start date, use a Custom Pricing Link. It retains the service’s inclusions and terms. Create a separate service if the scope or agreement is different. For someone already paying, open their existing purchase and use Manage Subscriptions or Manage Instalment Plans. Moving a lesson in your calendar does not move a Newie payment, and a new checkout link would create another purchase. Last updated: 2026-09-11