Use this guide when a customer contacts you before buying, such as through Instagram DM, email, phone, referral, consult, walk-in, or a booking request. The goal is to move from conversation to one clear next step: the right offer, the right price, and the easiest way for the customer to pay. This guide assumes you have already set up the service, or know which existing service to start from. If the offer itself still needs planning, start with Plan Your Setup.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Work out what the customer is buying
Single session, ongoing service, fixed program, package, deposit, or payment plan.
Use a custom price or custom start date if needed
If the customer needs a different price or start date, use a custom price or custom start date from the existing service.
Check agreement requirements
If the customer needs to accept an agreement before paying, make sure Terms of Service is enabled on the service before sending the checkout link.
Tell the customer what happens after payment
This might include booking, onboarding, first session, file delivery, or next steps.
| Situation | Best Newie Option |
|---|---|
| The customer is buying one clear offer | Send the direct service link |
| The customer needs a different price or start date | Send a custom link from the existing service |
| The customer should choose from a few options | Send a Store link or group link |
| The sale is happening in person | Use a QR code, Tap to Pay, or Purchase as Customer where available |
| The customer needs onboarding instructions after paying | Use the service Welcome Email |