> ## 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.

# Sell Retainers, Lessons, and Programs

> Use Newie for consultant retainers, educator programs, tutor lessons, deposits, and onboarding links.

## Overview

Consulting, tutoring, and education offers can be packaged as calls, retainers, term programs, projects, lessons, or resources. Newie gives each offer a clear payment shape, agreement, and customer record.

## Set Up the Paid Engagement

Create the Newie service for the paid engagement, not for every lesson, call, resource, or internal task behind it. A retainer, tutoring term, workshop, short course, project fee, or assessment can each have its own payment shape and terms.

Keep delivery in the tools you already use for lessons, consulting work, course access, scheduling, files, and student records.

## Common Setup

1. Create Subscriptions for retainers, ongoing support, memberships, or recurring lessons
2. Create Subscriptions with Number of Payments set to a fixed number for term programs, short courses, or structured programs paid over time
3. Create One-Off Purchases for consults, audits, assessments, workshops, deposits, or paid-upfront packages
4. Create Instalment Plans for larger fixed-price programs or project fees paid in scheduled parts
5. Add Terms of Service for engagement terms, cancellation rules, program expectations, or scope boundaries
6. Add a Welcome Email with intake forms, booking links, calendar links, learning portals, client folders, or first-step instructions

## Enquiry to Paid Engagement

<Steps>
  <Step title="Customer enquires">
    The customer contacts you through email, website, referral, social media, or a booking request.
  </Step>

  <Step title="Recommend the offer">
    Match the customer to a consult, retainer, package, term program, assessment, or project fee.
  </Step>

  <Step title="Send checkout">
    Use an existing service link, custom price, custom start date, or Purchase as Customer.
  </Step>

  <Step title="Customer agrees and pays">
    If Terms of Service is enabled, the customer accepts the agreement before checkout.
  </Step>

  <Step title="Newie sends next steps">
    The Welcome Email can include booking links, forms, document links, portal access, or first-session instructions.
  </Step>
</Steps>

## Common Patterns

| Provider type                 | Typical offer                                 | Newie fit                                                                                      |
| ----------------------------- | --------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Consultant                    | Monthly access, strategy support, or advisory | Subscription with Terms of Service                                                             |
| Tutor                         | Weekly lessons or a term package              | Subscription, with Number of Payments fixed when the term should end automatically             |
| Educator                      | Workshop, short course, or cohort program     | One-Off Purchase, or Subscription with Number of Payments when the customer pays over the term |
| Professional service provider | Assessment, audit, or project fee             | One-Off Purchase or Instalment Plan                                                            |
| Course or resource seller     | Workbook, guide, or template                  | One-Off Purchase with Digital Downloads                                                        |

## Terms to Make Clear

* Included sessions, lessons, calls, or deliverables
* Whether unused lessons, hours, or access roll over
* Cancellation, rescheduling, and minimum-term rules
* What happens if the customer misses a session or submits work late
* What content, portal, folder, or booking link the customer receives after checkout

## Useful Service Examples

| Offer                            | Newie Setup                                               | Notes                                                         |
| -------------------------------- | --------------------------------------------------------- | ------------------------------------------------------------- |
| Monthly retainer                 | Subscription                                              | For ongoing advice, coaching, support, or access              |
| Term tutoring package            | Subscription with Number of Payments                      | Works when payments should stop after the term                |
| Strategy call or assessment      | One-Off Purchase                                          | For single-session checkout                                   |
| Project fee paid over milestones | Instalment Plan                                           | For fixed totals split over scheduled payments                |
| Workshop or short course         | One-Off Purchase, or Subscription with Number of Payments | Choose based on whether the customer pays once or over time   |
| Paid resource or workbook        | One-Off Purchase with Digital Downloads                   | Newie can include the download link in the New Purchase email |

*Last updated: 2026-06-29*