Overview
An enquiry turns into a sale when the customer has one clear next step: the right offer, the right price, and the checkout option that fits the moment.Sales Flow
1
Work out what the customer is buying
Decide whether this is a single session, ongoing service, fixed program, paid-upfront package, deposit, or fixed-total payment plan.
2
Start from an existing service if one fits
If the offer already exists in Newie, share that service instead of creating another copy.
3
Create a custom link for customer-specific terms
If the service is right but this customer needs a different price, start date, setup fee, or intro price, create a custom link from the existing service.
4
Check whether the customer needs to agree to terms
If the sale needs a customer agreement before payment, make sure Terms of Service is enabled on the service before sending the checkout link.
5
Send the checkout option that fits the moment
Share a link, show a QR code, use Tap to Pay, or use Purchase as Customer based on where the sale is happening.
6
Tell the customer what happens after payment
This might include booking, onboarding, first session, file delivery, or next steps.
7
Manage the relationship in Newie
After checkout, use the customer record, subscription, instalment plan, or purchase record in Newie.
Before sending the customer to checkout, make sure the service is available for sale and the customer-facing name, price, terms, and next steps are clear.
Last updated: 2026-06-26